https://completemarkets.com/Article/article-post/2061/HOW-TO-BE-A-HIGH-PERFORMING-FIRM/
...tivate producers to bring in new accounts. Top producers are carefully co...ing more dollars available for selling and administrative expense, as well as compensation to owners and non-owner producers. <
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/476/Imaging-A-Powerful-Tool-To-Increase-Productivity/
... 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 Imaging: A Powerful Tool To Increase Productivity 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Sharon ... too large to be faxed. With imaging, the application and all supporting documents (financials, pictures, loss runs, notes, summaries, etc.) can be scanned and e-mailed to the underwriter. A return receipt lets the agency person know that the underwriter received the submission and allows the marketer to track the progress of the submission electronically. Marketing Information. Information that's not e-mailed from carriers can be scanned and stored in a central file for reference by everyone. Carrier-specific forms or non-standard forms can also be scanned for easy ... some type of tracking system. With imaging, the forms can be organized easily and e-mailed to the appropriate individuals for completion and electronic signature. Disaster recovery. Maintaining all records as image files and maintaining backup ensures that a physical or natural disaster won't destroy the agency's valuable files. Employee benefits. This department is a logical place to scan files, as so much of the employee benefits information can't be entered into the agency management system. If you're thinking of implementing scanning, follow these guidelines: Select an implementation team that knows ...
https://completemarkets.com/Article/article-post/2156/E-O-LEGAL-ACTIONS-THE-AGENCY-NEMESIS/
...ESIS by Roy L. Phillips, CIC, CPIA and Dan R. King, CPIA This article addres...nt is that it should exist. Innovation and creativity have no place in the she...
https://completemarkets.com/Article/article-post/2059/SUCCESSFUL-ANNUAL-PLANNING/
... 5. Compensation 6. Accounts Receivable/Money Management 7. Markets 8. Accounts/Book of Business 9. W...ax (707) 935-6515, e-mail catherine@oakandassociates.com, or visit www.oakandassociates.com. ...
https://completemarkets.com/Article/article-post/476/Imaging-A-Powerful-Tool-To-Increase-Productivity/
...representatives, accounting staff, and marketers find that imaging streamlines their workflow significantly and allows them to take on more work.
He...ur staff early on to gain their buy-in and working together to address proble...
https://completemarkets.com/Article/article-post/536/Turn-Yesterdays-Giveaway-Into-Todays-Promotional-Power/
... insurance people wrote five new accounts and received an additional 26 qualified le...uct is to actually promote the company and its products and services. In the final analysis, it...
https://completemarkets.com/Article/article-post/2634/The-Sales-Center-Systematic-Marketing-and-Selling/
...ualify prospects; who don't sell accounts with enough revenue for agency profi...ersus other carriers.
Promote and assist in sales-skills training-its...
https://completemarkets.com/Article/article-post/2621/Netiquette-The-Art-of-E-Mail-Etiquette-Part-3/
...re reading it, a third will read it and then print it, and only the last third will simply read and delete it.
One of the goals for E-mai...BTW" is the equivalent of "by the way" and :-) is a happy face or smile (turn ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/334/E-Mail-Marketing-Boon-Or-Bane/
... 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-Mail Marketing: Boon Or Bane?4/30/2013 12:00:00 AM by Jack Burke This content has ... been rated yet. E-mail is fast, direct, and inexpensive. Whether youre an e-mail marketing novice or veteran, this document by Jack Burke will give you tips for making your e-mail campaigns stronger. I recently received an e-mail from an insurance producer asking, How is e-mail being used as a marketing tool? Is it successful? ' Now there's a short question with a potentially long answer that got me thinking. In fact, I began writing about cost and result comparisons between regular mail marketing versus e-mail. However, the ... , as you choose. Many major entities present their newsletters in plain text. Others use HTML format and make them as fancy as a Web site. The format is far less critical than the content. If you send a newsletter, make sure the information is valuable and appreciated. The best example I can cite of newsletter effectiveness is ProgramBusiness.com. In its first six months the ProgramBusiness site is already approaching a million hits per month, driven entirely by its newsletter. Newsletters work, they really do! Broadcast e-mail can provide ...
https://completemarkets.com/Article/article-post/334/E-Mail-Marketing-Boon-Or-Bane/
...ce, I manage my personal e-mail accounts through the Sound Marketing site und...ial of this new technology. Start slow and get up to speed as you gain knowledge and experience. Dot-coms might be havin...