https://completemarkets.com/Article/article-post/2158/Trade-Secrets-Value-And-Ownership-Issues/
... on an idea which is not new to a particular industry, and when that certain procedure or device is not generally known, trade secret protection will exist. Further, when an effort is made to keep material important to a particular business from competitors, trade secret protection is warranted. Items such as customer lists, pricing information, client information, customer preferences, buyer contacts, market strategies, blueprints, and drawings have been shown to be trade secrets. [italics added] To further define trade secrets as they relate to the insurance industry, we turn to Couch on Insurance, ' third edition, 57:59 Expirations. Expirations' has acquired a definite and well-recognized meaning in insurance: Expirations' or book of business' refers to a list of policies or copies of policies which show ... Bureau v. Farm Bureau Mutual Ins. Co. 341 S.W. 2d 62 (KY. 1960) A final case shows that agents in a contractual relationship who attempt to compete or interfere with the company and refuse to return records are entitled to no termination benefits: Where agency contract provided for payment of termination benefits provided that the agent returned records and files, and agreed in writing not to service policyholders, or compete or interfere with insurer's business, agent who admittedly did not live up to such commitments was not entitled to termination benefits. State Farm Mutual Auto Ins. Co. v. Anderson, 70 NJ Super 520 176 A. 2d 23 (1961) Whether you refer to them as trade secrets, books of business, or expirations, the major asset of an insurance agency is ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2367/A-Practical-Guide-For-Re-Engineering-Your-Agency/
... or does the person know the reasons and benefits behind the process? If they are simply working from rote procedures, they will be likely to have difficulty with exceptions and anything that does not fit the rules. Why is this step important? Do they understand the impact the step will have on the final outcome and the overall results of the agency? MAPPING PROCESSES Mapping processes, or drawing a blueprint of today's processes, is the second part of creating your Current Operating Model. Mapping requires interviewing a minimum of two people involved in every step of the value added chain, from first customer contact until final product or service delivery. This includes billing and receivables and the support staff who are indirectly involved in the process. IMPLEMENTING THE PROCESS Break the entire office up into teams. Assign each ... Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us contact_phone Click to call Unfollow First name: Last name: Email: Are you sure you want to deactivate your CompleteMarkets Company Profile Deactivate Cancel Loading.. About Us Products/Services News Jobs Team Articles Blog Group Followers Photos Reviews Newsletters x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. CompleteMarkets 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? ...
https://completemarkets.com/Article/article-post/2367/A-Practical-Guide-For-Re-Engineering-Your-Agency/
...lize the business, its products, services, its processes, and its interactions...xible, customer-driven products and services at less expense.
'To unleash ...
https://completemarkets.com/Article/article-post/22/Disaster-Planning-For-Agents/
...ce department or other emergency-services department. Find out the zoning regu...f e-mail isn’t an option. There are services that can help you do this efficie...
https://completemarkets.com/Article/article-post/2159/PIRACY-OF-EXPIRATIONS/
... on an idea which is not new to a particular industry, and when that certain procedure or device is not generally known, trade secret protection will exist. Further, when an effort is made to keep material important to a particular business from competitors, trade secret protection is warranted. Items such as customer lists, pricing information, client information, customer preferences, buyer contacts, market strategies, blueprints, and drawings have been shown to be trade secrets." [italics added]" The factors that courts consider in determining whether information is a trade secret include: (1 ) the extent to which the information is known outside of the business; (2 ) the extent to which it's known by employees and others involved in the business; (3 ) the extent of measures take ... experiences from being retained more than 20 times by agencies to give their opinions on the standards of care owed to an agency in protecting of customer lists (expirations), when agency employees take the business and convert it to their personal benefit. This phenomenon isn't limited to non-owner producers absconding with these valuable agency assets. We've seen similar conduct by agency officers and partners. And lest we forget, service personnel can copy the trade secrets of the firm, and soliciting the very customers with whom they were entrusted to establish a rapport on behalf of their agency employer. AGENCY TRADE SECRETS First, a little history about these assets that belong to an agency. What are the trade secrets in your agency? Whether they're in your database or the traditional file cabinet, they're the confidential documents that profile ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2159/PIRACY-OF-EXPIRATIONS/
... on an idea which is not new to a particular industry, and when that certain procedure or device is not generally known, trade secret protection will exist. Further, when an effort is made to keep material important to a particular business from competitors, trade secret protection is warranted. Items such as customer lists, pricing information, client information, customer preferences, buyer contacts, market strategies, blueprints, and drawings have been shown to be trade secrets." [italics added]" The factors that courts consider in determining whether information is a trade secret include: (1 ) the extent to which the information is known outside of the business; (2 ) the extent to which it's known by employees and others involved in the business; (3 ) the extent of measures take ... Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us contact_phone Click to call Unfollow First name: Last name: Email: Are you sure you want to deactivate your CompleteMarkets Company Profile Deactivate Cancel Loading.. About Us Products/Services News Jobs Team Articles Blog Group Followers Photos Reviews Newsletters x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. CompleteMarkets 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? ...