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E&O And Policy Changes

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E&O AND POLICY CHANGES by Mike Edwards In this document, Mike Edwards examines the E&O implications of mid-term policy changes. Edwards presents two E&O ...

Personnel And Compensation Dilemma

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PERSONNEL AND COMPENSATION DILEMMA by Carol Hammes Its never been easy to attract the best young people to the insurance industry. In a competitive job market, it becomes almost impossi...

DOLLARS AND SENSE: FINANCIAL RESPONSIBILITY REQUIREMENTS FOR UNDERGROUND STORAGE TANKS by U.S. Environmental Protection Agency Why Are There Financial Responsibility Requirements? Whe...

Agency Compensation Survey

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AGENCY COMPENSATION SURVEY by Carol Hammes Employee turnover is expensive for an insurance agency. For budgeting purposes in the replacement hiring process, you need to add another ...

Leadership For Dummies

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LEADERSHIP FOR DUMMIES by Mike Manes Since this article is for Dummies, Mike Manes is writing it simply. If this...

Claims Questionnaire

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CLAIMS QUESTIONNAIRE NAME:______________________________ PHONE #:_____________________ TYPE LOSS:__________________ DATE:___________ COMPANY:___________ The purpose of thi...

The 10 Commandments Of Business

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You are not in control.
Your employees are volunteers.
There's no such thing as a long-term carrier relationship....

Work Flow Procedures Manual -Personal Renewal Procedure

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PERSONAL INSURANCE RENEWAL PROCEDURE DIRECT BILL 1. 60 days prior to expiration run expiration list. 2. Using mail merge capabilities of the system, generate personal lines direc...

Commercial Lines Pre-Approach

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COMMERCIAL LINES PRE-APPROACH Dear (Customer Name), HOW WELL DO YOU KNOW YOUR INSURANCE? With so many demands on their time, many business owners find it difficult to learn enough about t...

Managing Agency E-Mail Systems

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MANAGING AGENCY E-MAIL SYSTEMS by Steve Anderson To do business today, you need Internet access and individual E-mail accounts for every person in your agencyThistool needs to b...

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