IMMS Library

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Outsource Claims Management & Realize Reduced Costs

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OUTSOURCED CLAIMS MANAGEMENT ONE WAY FOR AGENCIES AND CARRIERS TO REDUCE COSTS AND IMPROVE SERVICE by Paul Di Stefano and G. Edward Kalbaugh Within most agencies and insurance companies, cla...

Sell Yourself And Your Agency

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SELL YOURSELF AND YOUR AGENCY Karen Flaherty, president, Professional Training Systems, Inc., conducted a telephone survey of 50 independent insurance agencies to evaluate how well agencies responded...

Become An Employer Of Choice: Find And Keep Great Employees

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BECOME AN EMPLOYER OF CHOICE: FIND AND KEEP GREAT EMPLOYEES by Diane Herbert and Pamela Millard Make your agency attractive to quality employees. Great employees look for g...

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...

Sample Overtime Authorization Policy For Non-Exempt Employees

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If you are a non-exempt employee, you may be qualified for overtime. All overtime must be approved of in writing by your supervisor. Please request an overtime authorization form.

Measuring Customer Satisfaction

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MEASURING CUSTOMER SATISFACTION by Brenda French We have found that companies must effectively manage the process of customer satisfaction to gain and retain profitable customers. However...

Boost Agency Value By Winning The War For Talent

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BOOST AGENCY VALUE BY WINNING THE WAR FOR TALENT by Bobby Reagan The future of your agency depends on attracting and retaining qualified and capable producers. There are plenty of &...

Managing The Claims Handling Process

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Fee Vs. Commission-Does It Make A Difference?

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FEE VS. COMMISSION-DOES IT MAKE A DIFFERENCE? The following article focuses on the insured's perspective of fee and commission based broker remuneration. Understanding the philosophies of both can b...

Financial Services - 401(K)

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FINANCIAL SERVICES - 401(K) Dear (Customer Name): Does your company have a retirement plan for its employees? Do the employees feel it's an adequate plan? If you answered 'no' to either question...

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