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Keeping Accounts

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KEEPING ACCOUNTS You work for maximum efficiency. You spend a lot of effort on improving service and getting leads, and you streamline your time by discarding dead-end business, such as cancell...

Reactive And Proactive CSR's

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REACTIVE AND PROACTIVE CSRs by Mary Beth Bolen Some people believe things happen to them, while others believe things happen because of them. Sometimes, people fluctuate between the two extremes...

Better Protection Against Asbestos In The Workplace

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INFORMATION DATE 19920218, DESCRIPTION USDOL Program Highlights, Protection Against Asbestos STANDARD NUMBER 1910.1001; 1926.58...

Confidential Annual Review

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CONFIDENTIAL ANNUAL REVIEW As a valued customer of XYZ Agency, we would like to take this opportunity to thank you for your confidence in allowing us to service your insurance needs. To ...

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...

Enhance Your Agency's Web Site!

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ENHANCE YOUR AGENCY'S WEB SITE! by Steve Brightbill In the impersonal marketing environment of the Internet, injecting your agency's personality into your Web site enhances you...

Producer Success Lesson 21: You Gotta Have A System

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RandySchwantz
Nothing happens until somebody sells something. To make sales happen, IMMS.com Key Sales Consultant Randy Schwantz has created a comprehensive series of 43 Producer Success Lessons. Used singly or in combination, these powerful tools can help your producers build their skills - and grow their sales.

Binder Billing - Existing Account

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BINDER BILLING - EXISTING ACCOUNT Dear (Customer Name): RE: While your policy is in the process of being issued, please accept this (Binder Number) as evidence of coverage. As soon as the polic...

Customer Service: An Internet Horror Story

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With e-mail we're limited to words. Another challenge is that we can never be certain that the person with whom we think we're corresponding is actually the person they say they are. Mike Manes shares a lesson he learned about poor customer service.

E&O: Failure To Read A Policy Is No Defense

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AlDiamond1
E&O: FAILURE TO READ A POLICY IS NO DEFENSE by Al Diamond Although the case cited in this article centers on a New Jersey ruling, it highlights the potential for exposure in all states....

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