workload

Articles tagged with workload


Agency Telephone Procedures: Telephone Excellence

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AGENCY TELEPHONE PROCEDURES: TELEPHONE EXCELLENCE by Karen Flaherty If you ask a group of customer service representatives to talk about problems they encounter on the job, the agency tel...

Company Underwriting Communication

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COMPANY UNDERWRITING COMMUNICATION One advantage of computerization is the ability to mass-produce customized information - letters, application forms, or submissions for quotes....

Company Underwriting Communication

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COMPANY UNDERWRITING COMMUNICATION One advantage of computerization is the ability to mass-produce customized information - letters, application forms, or submissions for quotes. How often have you p...

Cultivate Relationships To Cultivate Sales

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CULTIVATE RELATIONSHIPS TO CULTIVATE SALES by Maribeth Kusmeski Cultivating relationships proactively is often an afterthought. Were just too busy trying to get through the workloa...

E&O: 15 Issues And Recommendations

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E&O: 15 ISSUES AND RECOMMENDATIONS by Grace Bauer How can you protect your agency against E&O claims? In working with agencies throughout the United States during the past 11 years,...

Establish An Organizational Structure

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ESTABLISH AN ORGANIZATIONAL STRUCTURE by Gary Holgate When analyzing the organizational structure of an independent insurance agency, you will find that there are four different general functions pe...

Find A Challenge And Improve Morale Today

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FIND A CHALLENGE AND IMPROVE MORALE TODAY by Grace Bauer With agencies trying to keep up with renewals, remarketing everything, and j...

Four Ways To Cut Costs And Increase Profits

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FOUR WAYS TO CUT COSTS AND INCREASE PROFITS by Bill Schoeffler and Catherine Oak Theres more of an emphasis on watching expenses today in order to return a reasonable profit. Many owne...

Hard Market Strategies

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HARD MARKET STRATEGIES by G. Edward Kalbaugh During this hard market, some agencies have been forced to sell, merge, or reduce operations considerably. Other agencies are making the most ...

Make Meetings Work

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MAKE MEETINGS WORK This seven-part recommended agenda should be followed at each meeting. Adaptation will be necessary by department, but the general content and structure should be similar for...

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