https://completemarkets.com/Article/article-post/227/Emerging-E-O-Loss-Exposures/
... trusts, cyber risk, Non-Ownership Auto exposures (Personal and Business Auto), D&O Liability, Umbrella & Ex... loss ratios, low investment returns, automation problems, misguided marketing...
https://completemarkets.com/Article/article-post/1688/WORK-FLOW-PROCEDURES-MANUAL-PERSONAL-RENEWAL-PROCEDURE/
... AUTOMOBILE/HOME ... professional, do you have Property Liability add Professional Liability or Malpractice insurance? ...
https://completemarkets.com/Article/article-post/1213/AUTO-QUESTIONNAIRE/
Auto Questionnaire
AUTO QUESTIONNAIRE AUTOMOBILE Full Name______________________...t Coverage Y N Towing and Labor Y N Rental Reimbursement Y N Discounts: Is ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/tag/purpose/
... 10:38:26 PM AUDIT EXPLANATION - PREPARE, PREPARE Dear (Customer Name), THERE'S SOMETHING YOU SHOULD KNOW ABOUT AUDITS . . . As you know, Workers Compensation and General Liability policies are su.. All Articles by CompleteMarkets Editor Comments (0 ) Auto Rental Reimbursement This content has not been rated yet. CompleteMarkets Editor 6/27/2014 12:00:00 AM Dear (Customer Name), WHAT IS RENTAL REIMBURSEMENT? As your insurance adviser, we have a basic responsibility to see that you receive ... benefit of new coverages that will.. All Articles by CompleteMarkets Editor Comments (0 ) 1 2 3 4 5 .. x No Thanks Loading.. Loading.. x No Thanks Loading.. ...
https://completemarkets.com/Article/article-post/1326/Homeowners-Confidential-Checklist/
... Does our agency insure all the autos in your family? (only one)
... Are you concerned about estate tax liability if you were to die prematurely?
...
https://completemarkets.com/Article/article-post/92/Offense-Or-Defense-Converting-Management-Problems-To-Opportunities/
...rage enhancements at midterm. Good automated work flows free up CSRs' time, al...t. Loose ends sink ships.
Good agency automation gives us time to listen, anal...
https://completemarkets.com/Article/article-post/1418/CONFIDENTIAL-ANNUAL-REVIEW/
...ease your liability limits on your Auto policy? [ ] [ ] 2. We do not write yo...sability? [ ] [ ] 9. Do you own any rental or investment property? [ ] [ ] 1...
https://completemarkets.com/Article/article-post/2500/OIL-GAS-INDUSTRY-GROWING-INSURANCE-OPPORTUNITIES/
... Auto
...s
Equipment Rentals/Sales
Ex...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/227/Emerging-E-O-Loss-Exposures/
... new types of business, and changes in existing insurance products, insurance agents need to be more diligent than ever in analyzing their Errors and Omissions risks and exposures. Some of the areas that open up agency E&O exposures are trusts, cyber risk, Non-Ownership Auto exposures (Personal and Business Auto), D&O Liability, Umbrella & Excess Liability, Employment Practices, home-based businesses, intellectual property exposures, and company solvency issues. Everyone at every agency should keep "due diligence" and "awareness" in mind ... in their renewal process in Personal as well as Business lines. Agencies should also give ongoing training on new cyber risks and products for producers and others who deal with clients. NON-OWNED AUTO EXPOSURES There are also Non-owned Auto exposures, such as short- and long-term car rentals, non-owned autos provided to employees for regular use, autos rented for business purposes with personal credit cards and used for both personal and business ends. In all of these situations, there are coverage gaps to be handled. Few agencies ask their clients the relevant ... at renewal review or as part of the fact-finding process on new business accounts, either in Personal or Commercial lines. For example, "short-term rental" and "long-term rental" aren't defined in the Personal Auto policy. When does a long-term rental fall into the definition of regular use - after two weeks, one month, two months? The fact is, the agency should then determine the time frame. Most insurers have no problem with two or three weeks, but it's important to ask the company where it stands on ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1688/WORK-FLOW-PROCEDURES-MANUAL-PERSONAL-RENEWAL-PROCEDURE/
... deductibles to lower your premium? 2. Do we presently insure all of the vehicles of your household? If not, how many do we insure? ____ of ____ vehicles. 3. Are all of the licensed drivers in your household listed on your Auto policy? 4. Would you like to include your car stereo (if mounted under the dash), car phone, CB, or two-way radio on your Auto policy for an additional premium? 5. If you own a pickup or a van, does ... Do you own minibikes, mopeds, or motorcycles? If so, how many? 8. Do you have vehicles furnished for your regular use that you do not own, such as a company car? If so, how many? 9. Do you want rental reimbursement coverage in the event that your car is damaged in an accident? HOMEOWNERS/RENTERS Yes No 1. Do you own any antiques, fine arts, silverware, or collections such as unique dishes, figurines, and so on? 2. Do you ... in any form of farming or ranching? 14.Do you conduct any business or give private lessons in your home? 15.Do you own any boats, motorbikes, or other recreational vehicles, such as snowmobiles or golf carts? 16.Would you be interested in any Umbrella or Excess Liability policy that extends your Auto and Homeowners liability coverage to $1 million or more? NOTE: COVERAGE FOR QUESTIONS 1-7 MAY BE LIMITED OR EXCLUDED UNDER YOUR PRESENT POLICY. Yes No 1. Do you have Disability income insurance in case you become sick or disabled ...