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transactions
Articles tagged with transactions
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Information overload has serious implications. Failure to respond to a client or carrier request can be harmful from both an E&O and a client service perspective. Laura Nettles tells you how to manage your work intelligently when everyone is expecting an immediate response.
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CLIENT BILL OF RIGHTS My attorney agrees to do the following: 1. Only work on my case if he or she has the skills, knowledge and experience necessary to be an excellent advocate on my behalf. 2...
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DO BANKS OVERPAY FOR P/C AGENCIES? by James M. Campbell Since 1998, the banking industry has been the most active acquirer of Property/Casualty insurance agencies....
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HOW TO EVALUATE AND PAY CSRs By Bill Schoeffler and Catherine Oak The value of a great customer service representative (CSR) can't be underestimated-just ask any agency owner ...
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PURCHASE AND SALE AGREEMENT PART II 15. Conditions Precedent to the Buyer's Obligations. The obligations of the Buyer hereunder shall be subject to the fulfillment...
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TO BOOST PROFITS, CUT AGENCY EXPENSES: PART II by Jack Fries and Gary Holgate This second installment in a three-part article focuses on the major techniques for controlling your agency e...
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TO BOOST PROFITS, CUT AGENCY EXPENSES: PART III by Jack Fries and Gary Holgate This final installment in a three-part article provides guidelines for using expense controls to improve you...
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TRANSACTIONAL FILING The use of transactional filing is not mandatory to the use of these procedures, but will provide efficiencies not found in the manual environment. When a procedure stipulates a ...
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USING AUTOMATION SYSTEMS TO MEASURE CSR PERFORMANCE by Karen Flaherty Your agency management system offers a number of tools for evaluating CSRs. Many agencies are using their aut...
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WHAT'S A CUSTOMER WORTH? by Al Diamond You work hard to sell insurance to new customers, we all know that, and that is why we pay for marketing and advertising to prospects, the general public...