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...icle. These incidents can damage buildings, tools, or nearby property. Many co...njury, workers' compensation disputes, and payment conflicts. These issues raise costs, delay projects, and strain cash flow. Clear contracts, strong site safety, and detailed records reduce risk and support fair claim resolution. By early action and clear knowledge of these patterns, they protect their business and limit financial loss.

... "Once an automation vendor has offered basic, hands-on, button-pushing instruction to make sure that agency employees can use its system, there's no need for further training." Training (like automation) is an ongoing process, not a one-time event. You'll need to build on the foundation established by the vendor to integrate the automation system's features with agency workflows — and that takes a tremendous effort. Changing the way your employees work requires educating them in concepts and ideas that enhance your workflow implementation. To maximize your automation investment, ... . The solution: Begin by changing the way you file. Then implement the automation system to support this filing methodology. This is the only way to enjoy the full benefits of automating. Once you've set a clear vision of what you expect automation to accomplish, design an implementation strategy that supports your goal. Because vendors keep enhancing their systems this will be an ongoing process. The key is to synchronize your goal with the automation features and workflow changes you need to achieve it. Once you have this process up and running ... management system. The feature-integrated database provides limited benefits because you can't use it to generate proposals or schedules of insurance. Automation, in this case, can actually make you less productive, less efficient, and ultimately less profitable. MYTH #2 : AUTOMATION WILL REDUCE ERRORS AND OMISSIONS EXPOSURES "The best defense against E&O claims is a good offense, which requires clear and consistent documentation standards for every transaction with customers and carriers. Most automation systems offer the ability to monitor an agency's transactional standards." In reality, ...

...s. Some examples are accountants' Errors & Omissions (E&O) Liability, Tax Preparers' E&O, and programs for public libraries, ambulance companies, homes and services for the aging, auto repairs, ...es, sales are of paramount importance, and rewards are tied directly to premiu...

... : (66) Human Resources Details Human Resources Access hundreds of Human Resources articles on a variety of topics written for human resources professionals by industry experts. Available: (14) Insurance Careers Details Insurance Careers Find articles related to insurance jobs, insurance careers including: building a resume, finding candidates, interviews and more. Available: (16) Legal and E&O Details Legal and E&O Review articles focused on Errors and Omissions and legal issues your agency might face. Available: (8 ) Letters (Customer ... on all personal lines products and helpful tips/tricks on personal lines clients. Available: (19) Planning Details Planning Find featured articles regarding various aspects of strategic planning in the insurance industry. Available: (33) Questions & Answers Details Questions & Answers Articles designed to answer questions you didn't know you had! Find articles that provide direction for your questions and help you provide direction for your clients questions. Available: (49) Risk Management Details Risk Management Information on how to properly manage your agency's risk and safe business ... . Available: (20) Selling Details Selling Articles all about selling..selling..selling! Pick up some new tricks to increase your revenue. Available: (68) Specialty Lines Details Specialty Lines Articles to help those high risk and odd market clients. Available: (10) Technology Details Technology Get in the know on what is the newest technology available for you and how it can benefit you. Available: (23) Uncategorized Details Uncategorized Miscellaneous articles for the insurance industry professional. Available: (1 ) x No Thanks Loading.. Loading. ...

...ate more often with retrofitting buildings, not accommodating employees. In ad...e just as important. Experience with errors and omissions in many professions shows that w...

... MYTH #2: AUTOMATION WILL REDUCE ERRORS AND OMISSIONS EXPOSURES “The best d...sed firm that helps insurance agencies and brokerages maximize their profits by integrating technology, workflows, and people, For more information, call ...

...rself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! ... Legal and E&O Technology ...

... : (66) Human Resources Details Human Resources Access hundreds of Human Resources articles on a variety of topics written for human resources professionals by industry experts. Available: (14) Insurance Careers Details Insurance Careers Find articles related to insurance jobs, insurance careers including: building a resume, finding candidates, interviews and more. Available: (16) Legal and E&O Details Legal and E&O Review articles focused on Errors and Omissions and legal issues your agency might face. Available: (8 ) Letters (Customer ... on all personal lines products and helpful tips/tricks on personal lines clients. Available: (19) Planning Details Planning Find featured articles regarding various aspects of strategic planning in the insurance industry. Available: (33) Questions & Answers Details Questions & Answers Articles designed to answer questions you didn't know you had! Find articles that provide direction for your questions and help you provide direction for your clients questions. Available: (49) Risk Management Details Risk Management Information on how to properly manage your agency's risk and safe business ... . Available: (20) Selling Details Selling Articles all about selling..selling..selling! Pick up some new tricks to increase your revenue. Available: (68) Specialty Lines Details Specialty Lines Articles to help those high risk and odd market clients. Available: (10) Technology Details Technology Get in the know on what is the newest technology available for you and how it can benefit you. Available: (23) Uncategorized Details Uncategorized Miscellaneous articles for the insurance industry professional. Available: (1 ) Search Articles/Libraries Select a ...

...s in recent years: the effect of building code changes on Replacement Cost coverage and the high volume of business that some agents must now place through nonstandard markets. An agency with a person in...t on the morale of the other employees and the overall productivity of the agency, and yet the owners feel that they canno...

... to actually see how work is done before automation decisions are made. UNDERUTILIZATION OF EXISTING AUTOMATED SYSTEMS. Most frequently, systems add to what people do rather than replace it. We don't have to tell you about this, you see it all the time. You build a great system yet no one knows how to use it properly. The people don't trust the system so they keep both the electronic record and the paper record. Managers and producers are often the worst offenders. Unfortunately their attitudes are transmitted to the front-line, ... non-value added steps and bottlenecks while bringing automation to manual parts of the process. The unavoidable first step in any workflow project is also the most time-consuming: to thoroughly analyze existing flows. One insurance firm spent six months doing this; only four weeks were needed to design and prototype the new flow. The hardest part is going through each process and defining which steps you really need. (Steve Graham, senior director of systems development, Ingram Micro Inc.) Our approach is radically different. First do not ask an external team ... the agency in a changing environment) How did you learn this job? (Did we really train the person or simply give them a few days with another person who showed them what to do? I call this OJTE. In other words, on-the-job trial and error.) Show me what you do? Document every step no matter how small. (This is to discover all of the useless and redundant steps in the existing processes. Where does the work come from? Who gives the person their work, customers, ...