https://completemarkets.com/Article/article-post/211/The-Key-To-Profitability/
... be used to advise customers of additional benefits and coverages the agency h...th the account that could generate additional exposure and subsequently accoun...
https://completemarkets.com/Article/article-post/1533/LEGAL-OUTLINE-FOR-CALIFORNIA-AGENCIES-CHAPTER-4/
... a duty to advise the client on additional coverage they might want, such as f... exposition either of remedies or of defenses. 4.4 Incorporation. Inc...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/190/Claim-Procedural-Guidelines/
... a separate claim department, this is the time to introduce a claim representative to the client. Most clients experience losses infrequently and are not familiar with claim people (if they are, you may have a different kind of problem!) . You should be as accommodating and sympathetic as possible until it's time to actually submit the loss notice either to your agency's or the company's claim department. Request additional information: Send a letter, note, or postcard to remind the client or claimant of any additional information you may need. Next, suspend the loss notice until you've received the repair estimate, actual repair bill, or whatever additional information requested. Use a suspense system to establish a follow-up. Open claim file or record in claim log: Whichever option the agency uses for master control of ... claimant or insured. Deliver claim draft: When a loss has generated an especially uncomfortable situation for a client, personal delivery of the claim payment can enhance a service relationship. During this personal visit, be sure to use naive listening' techniques when asking the client how he or she felt the claim was handled. Naive listening means allowing customer feedback with no coaching, without showing prejudice or becoming defensive. Simply listen and take notes. Update claim log (created in step 7): Indicate on the log that the claim is closed and the date of closure. You may want to note the client's perception of the way the claim was handled. Close claim file/remove suspense: Remove the pending copy of the loss notice. Inform the producer of record and/or the manager ...
https://completemarkets.com/Article/article-post/168/Why-Manage-Litigation/
...ir analysis when presented with additional information, particularly in the ea...entify your exposure to the costs of defense, indemnity cost and public sancti...
https://completemarkets.com/Article/article-post/992/DEFENSIVE-AGENCY-MANAGEMENT/
... probably nonexempt. Senior level Commercial personnel are probably exempt unless the agency watches their hours and docks them for coming in late. In that case, a precedent has probably been set for nonexempt status. Some states insist that the employee's salary be more than $20,000 a year to be considered exempt. It's advisable to treat CSRs as nonexempt and keep accurate records of their hours. In addition to checking federal employment laws, be sure to check the laws in your state AGENCY TRUST REQUIREMENTS At one time or another during the year, more than half of the country's insurance agencies use premiums to help fund agency operations. In some states it's illegal for agents to be out of trust. In others it's grounds for losing a license. If your state doesn't have separate trust requirements, ... x No Thanks Loading.. Defensive Agency Management 4/30/2013 by CompleteMarkets Editor , Carol Hammes This content has not been rated yet. DEFENSIVE AGENCY MANAGEMENT by Carol Hammes Even in the best of times, managing an insurance agency isn't easy. The past decade has brought about rapid changes in technology, created more sales opportunities, and presented new operational challenges. In this article, we'll look at how new trends are affecting management, relationships, distinctions between exempt and nonexempt employees, agency trust requirements, and procedures. Opportunities to join mergers or networks pop up almost weekly, further confusing already murky business plans. As if direct writing companies, banks, the Internet and mega-brokers aren't enough, accountants are getting commissions for Life insurance sales and they may begin selling other lines. The ...
https://completemarkets.com/Article/article-post/2449/Insurance-Agencies-And-The-Employment-Civil-Rights-Laws-Of-California-And-The-Ninth-Circuit-Part-1/
...1). It often does not take much additional evidence to show a discriminatory m...e who is over the age of 40 is not a defense to an age discrimination claim (2...
https://completemarkets.com/Article/article-post/2121/KNOWLEDGE-ACTION/
... may benefit as well by selling additional insurance. There's also the E&O p... won a case brought against you, the defense dollars could be significant. Jur...
https://completemarkets.com/Article/article-post/92/Offense-Or-Defense-Converting-Management-Problems-To-Opportunities/
...d time to explain and recommend additional coverages because most clients are ...
https://completemarkets.com/Article/article-post/1540/Drug-Free-Workplace/
...en if they violate the policy.
Additional points you may want to consider:
...l regulations for transportation and defense workers, new drug policies, and a...
https://completemarkets.com/Article/article-post/2150/WHEN-CLAIMS-PRACTICES-FAIL/
...yholder is required to provide additional information or take some other acti...nts to communicate all claims and additional claims information to their insu...