work flow

Articles tagged with work flow


Great Arguments For Transactional Filing

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GREAT ARGUMENTS FOR TRANSACTIONAL FILING By George Nordhaus IMMS is convinced that transactional filing works - and many agencies are moving in that direction. But don't take IMMS' wor...

Successfully Going Broke

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SUCCESSFULLY GOING BROKE by Roy Phillips Various studies conducted by an aggregate of trade groups report that insurance agencies and brokerages suffer from inconsistencies in manag...

Work Flow Procedures Manual - Foreword

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WORK FLOW PROCEDURES IN AN AUTOMATED AGENCY FOREWORD PURPOSE This manual is the culmination of many years of work and study with agencies operating within the American Agency S...

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