https://completemarkets.com/Article/article-post/1196/ACCOUNTS-RECEIVABLE/
Accounts Receivable
ACCOUNTS RECEIVABLE Dear (Customer Name): C...old you over until a loss is paid. Accounts Receivable insurance is usually written on ...
https://completemarkets.com/Article/article-post/1624/Purchase-And-Sale-Agreement-Part-I/
...ly identified on the Schedule of Accounts annexed hereto, marked EXHIBIT "l(a)". Said accounts (hereinafter referred to as the "Subject Accounts") so identified on said Schedule of Accounts constitute all property and casualty insurance accounts owned by the Seller; provided, howev...ely affect the value of the Subject Accounts or the ability of the Seller and/...
https://completemarkets.com/Article/article-post/998/MANAGING-SMALL-ACCOUNTS/
Managing Small Accounts
MANAGING SMALL ACCOUNTS by Carol Hammes Most independent...S Maintaining an efficient small accounts department is difficult especiall...
https://completemarkets.com/Article/article-post/204/Working-Your-Plan-For-Renewals/
...mended steps for servicing those accounts effectively:
1) Review for accuracy...te frequency of service calls. Some accounts prefer monthly calls, while other...
https://completemarkets.com/Article/article-post/488/Wrestling-Profits-From-Small-Commercial-Accounts/
...ng Profits From Small Commercial Accounts
This article by Sharon Cunningham...f every department can make a small-accounts unit a profit center for any agen...
https://completemarkets.com/Article/article-post/951/PROFIT-CENTER-APPROACH-TO-SALES/
...und. And constantly switching of accounts from company to company is expensive...r account-but if there are 100 more accounts because of this incentive, the ag...
https://completemarkets.com/Article/article-post/1442/JOB-DESCRIPTIONS/
...Sales Center Manager F. Special Accounts Manager G. Administrative Manager ... 1. Manage and direct the Special Accounts Unit. 2. Keep abreast of trends ...
https://completemarkets.com/Article/article-post/2334/GOOD-COMPENSATION-PLANS-ATTRACT-GOOD-PEOPLE/
...ho are responsible for retaining accounts. Employees who don’t service accounts would be eligible for a bonus based ...nt Managers the incentive to retain accounts, ask for referrals, cross-sell, a...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/127/E-O-Issues-And-Recommendations/
... : Last name: Email: Are you sure you want to deactivate your CompleteMarkets Company Profile Deactivate Cancel Loading.. About Us Services Jobs PR Newsletters Employees Articles Blog Photos Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back E&O Issues And Recommendations 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Grace Bauer This content has not been rated yet. We get so caught up in our daily crises and day-to-day workloads that we often don't have the ... to inform insureds of cancellation either every time or never at all. Make sure they don't call asking why there's no coverage on a claim. The Account Review. Almost every agency principal I speak with tells me that his or her agency has a program of annual renewal review for Commercial Lines-but not for Personal Lines. Make sure to institute reviews for both areas. One account I was working with received a call from an attorney stating that his client was never offered Liquor Liability insurance. The agent knew that he did offer the coverage because he knew that such coverage was offered to all his Commercial clients in a consistent program. Put together a checklist or send a letter out 60 days before renewal to review all your accounts. Protect the agency and the insured-and increase revenue! Claims. The ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/105/Final-Check-Protect-Against-Errors-And-Omissions/
... : Last name: Email: Are you sure you want to deactivate your CompleteMarkets Company Profile Deactivate Cancel Loading.. About Us Services Jobs PR Newsletters Employees Articles Blog Photos Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Final Check: Protect Against Errors And Omissions 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Grace Bauer This content has not been rated yet. Is only one employee accountable for each procedure in your office? Do all customer service ... begin and end with the customer service representative? Often with errors and omissions, all the weight lies on one person. To protect the agency from unnecessary errors and omissions, make sure that more than one person is accountable for each office procedure. Let's look at a few areas: the expiration report, the suspense system, and the accounts receivable. THE EXPIRATION REPORT Many agencies depend solely on the expertise of customer service representatives to ensure that all renewals are up-to-date. Wrong! If you're doing this, stop immediately! Are you that confident that expirations are being completed on time? If so, I beg to differ! Your agency can't afford to miss a renewal! Set up checks all over the place! Run the following expiration reports at the end of each month: A report ...