Search CompleteMarkets

...systems. EDI, e-mail, and similar binding business messages must be released a...

...surance companies: Communication, binding authority, special catastrophe infor...

...arn standardized claims, billing, binding, and so on. Sales Campaigns, of...ilding and Equipment--1 hour 1. Facilities 2. Equipment 3. Resources 4. ...

... is in place to sell insurance via the Net, consumers aren't giving up the one night a year when they sit in their living rooms and listen to their agent pontificate about the advantages of "Plan A" versus "Plan B." This dynamic might be changing. Insurers have cleared a huge hurdle for online sales — the need for a customer signature — either by using credit cards to bind coverage until the policy can be issued or by legalizing electronic signatures. Despite this advance, a very low percentage of insurance transactions are being handled online. All Articles by CompleteMarkets Editor Comments (0 ) x No Thanks Loading.. Loading.. x No Thanks Loading.. ...

... is in place to sell insurance via the Net, consumers aren't giving up the one night a year when they sit in their living rooms and listen to their agent pontificate about the advantages of "Plan A" versus "Plan B." This dynamic might be changing. Insurers have cleared a huge hurdle for online sales — the need for a customer signature — either by using credit cards to bind coverage until the policy can be issued or by legalizing electronic signatures. Despite this advance, a very low percentage of insurance transactions are being handled online. All Articles by CompleteMarkets Editor Comments (0 ) x No Thanks Loading.. Loading.. x No Thanks Loading.. ...

...ng with customers and companies - binding, advancing premiums, underwriting, e...

...ng with customers and companies - binding, advancing premiums, underwriting, e...

... and gain control of the account. 2. Take notes when talking to clients. Organize the notes into a narrative in your file. Most agency automation systems allow you to document meetings and discussions — and with all of the electronic methods available today, there is on reason not to be able to properly document activity. When understandings, perceptions, and some kind of activity are involved (especially binding any coverage), confirm this in writing to the client. You can use e-mail, form letters, handwritten memos, personally written letters, and so forth; but always cover your tracks. Attorneys trying to establish your negligence will always want to know how you handle and document understandings. They try to establish inconsistencies in the way that you and your staff perform different functions. In many ... , this alone is enough to make or break your case. Be consistent and thorough about file documentation, and you will eliminate the problem before you have it. With the sophisticated automation facilities available, there is just no reason not to document. 3. Always note telephone conversations in the file. Most agency computer systems, especially those that allow networking, document as activities, document telephone activities that indicate the nature and date of the call, in or out of your office. Instead of having to keep phone slips all over your desk (which can be lost), electronic mail and telephone systems enable you to call up all calls on your computer monitor; most of them also can maintain a phone log. When an important matter is involved, acknowledge the nature of the discussed ...

...v) acquisition (or execution of a binding agreement to acquire) of substantial... by law. (e) This Agreement shall be binding upon and shall inure to the benef...

... the facilities of CIS, CIS shall not be authorized or permitted to change the coding of such business without the written consent of the Party to which it shall be coded. &# 160 3.14 Each Party shall bear its own selling and business promotion expenses. &# 160 No Party shall have any authority to incur any liability in the name of or on behalf of CIS. No Party shall bind any insurance in the name of CIS except in accordance with the authorization and procedures established by CIS from time to time. &# 160 3.15 A Party shall be authorized to conduct business in its own name with or without indicating its association with CIS as it may elect; provided, however, that any reference to CIS in any advertising or promotional materials used by any Party shall be subject ... use its best efforts to maintain such agency agreement in its name and shall make use thereof only in accordance with the provisions hereof. &# 160 3.2 All insurance business whether property, casualty, life or other including bonds which may be written or renewed by a Party with an effective date of coverage following the date on which CIS shall become operational, shall be written or renewed only through the facilities of CIS and in the name of CIS as agent of record. To the extent that CIS shall be unable to place such business through its facilities including its use of general agency agreements which may remain in the name of any specific Party as aforesaid, then, in that event, CIS shall endeavor to place such business through markets outside of its general agency facilities and shall use its best ...