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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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AGENCY/BROKER PROFILING The agency profile tells the agency's story and presents the agency's expertise to prospects, clients, and companies. It's like a resume. If you're loo...
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TRANSACTIONAL FILING WHAT IS IT? Transactional filing is a method of filing paper by date processed rather than by customer. Why do transactional filing? ADVANTAGES Sav...
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TRANSACTIONAL FILING The use of transactional filing is not mandatory to the use of these procedures, but will provide efficiencies not found in the manual environment. When a procedure stipulates a ...
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PROCRASTINATION: STOP IT TODAY, NOT TOMORROW Procrastination. Why do people do it? How can it be stopped? Let's look at some causes of and cures for this common ailment. Depending on whose the...
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PAPER FILES: ARE THEY WORTH THE TROUBLE? A TRANSACTIONAL FILING COST-BENEFIT ANALYSIS What is transactional filing? Transactional filing is a method of filing paper documents b...
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AGENCIES AND BROKERAGES OF THE FUTURE How will the agency/brokerage of the future be managed, and what will be its profile? A preview of the future should help insurance companies determine what valu...
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HOW TO CANCEL A POLICY . . . CORRECTLY In this article, you'll learn the correct way to cancel a policy, either by returning the original policy or by using an appropriate ACORD form. You'll also d...
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CLIENT BILL OF RIGHTS My attorney agrees to do the following: 1. Only work on my case if he or she has the skills, knowledge and experience necessary to be an excellent advocate on my behalf. 2...
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UNDERSTANDING DIFFERENT CULTURES HELPS PREVENT FRAUD Insurance fraud isn't limited to one geographic location. In fact, the same scams appear 'all over the world, with different flavors,' an...