https://completemarkets.com/Article/article-post/2268/AGENCY-VALUATION-HAVE-THE-FUNDAMENTALS-CHANGED/
...n firm. In others, publicly traded firms were able to exploit their high price...(707) 936-6565 or by e-mail at info@oakandassociates.com. Reproduced by permis...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/719/The-Impact-Of-Customer-Care-On-E-O/
... They didn't take the time to provide true customer service, which I define as "recognizing and addressing a customer's needs." The losses also come from failure to upgrade coverage (Homeowners 3 to Homeowners 5) . Many of these high-valued homes had not had an appraisal, or even an inspection, in years and were woefully underinsured. Finally, as you would imagine, most of the claimants lacked proper coverage for jewelry, furs, silverware, fine arts, etc. Such failures can cost agents dearly. Deductibles for E ... sales opportunities. Properly used, the checklist and annual review will help your agency provide professional customer service, while growing revenues. For agencies that have a good record with their E&O carrier, an internal or external audit and procedural implementation by an outside consulting firm can both help the agency in writing and implementing procedures, and provide carriers the opportunity to grant schedule credits that reduce the annual premium. Members of Gold Seal Risk Management Services have been approved by some carriers to provide these services, which, in many instances ... have led additional credits on agencies' E&O premiums. The choice is yours: Implement detailed written procedures that incorporate professional customer service, Errors & Omissions protection, and account development — or stick with the "me too" process of attacking renewal declarations, ignoring the opportunity to increase income per account, and subjecting your agency to a loss of dollars, E&O coverage, and public opinion. Jack Fries can be reached at Fries & Fries Consulting, P.O. Box 66, Alexandria, KY 41001, phone ...
https://completemarkets.com/Article/article-post/719/The-Impact-Of-Customer-Care-On-E-O/
...igh-valued homes had not had an appraisal, or even an inspection, in years an...unity to increase income per account, and subjecting your agency to a loss of dollars, E&O coverage, and public opinion.
https://completemarkets.com/Article/article-post/2406/Does-Your-Agency-Have-What-It-Takes-To-Partner-With-A-Bank/
...ompanies on time? Has it incurred errors and omissions claims due to sloppy procedu...e of the initial questions that agents and bankers must ask and answer before even considering a re...