https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/336/Cross-Selling-What-Went-Wrong/
... experiences to illustrate the lack of cross-selling on the part of some agents. During the past year, I've been working with a "legend" in the Personal Lines arena — Cosmo Conte. As a State Farm agent/agency owner, Cosmo climbed to the pinnacle of success in my hometown of Cleveland. About 25 years ago, he moved to San Diego and did it all over again in California. The secret to Cosmo's success was simple: Multi-line selling! Recently we updated and repackaged a combination book and audio program that he originally created in 1989. Although I knew that the basic truths it contained still hold true today, I've been amazed at the quantities that have been sold. Agents nationwide seem to be looking for the magic formula: The key to growing their agencies successfully. ... , we were never approached about additional insurance by either 20th Century or the Farmers agent. Our second moment of culture shock came when we bought a house — this is still the case today for any new California resident. We purchased from a developer who recommended both a mortgage company and an insurance agent. We used both. Other than annual bills, we never heard from the agent providing our Homeowners insurance. Our third moment of culture shock arrived when the children started hitting 16. Twentieth Century really wasn't interested in insuring teenage drivers, and indicated this with skyrocketing premiums. That's when a Mercury agent came to the rescue and kept our insurance as reasonable as possible. We now had a real, live agent to represent us, and he's done a great job over the years. In ...
https://completemarkets.com/Article/article-post/2757/Do-vacation-rentals-need-special-insurance-coverage/
...n ski towns like Big Bear Lake, California with the hope of renting them out....ntals by owner companies help out homeowners by providing additional insuranc...
https://completemarkets.com/Article/article-post/1098/HARD-MARKET-SHENANIGANS/
...his practice has been around in California for a number of years. Unfortunatel...ing enough coverage,' Crine said. 'Homeowners have more at stake now, however,...
https://completemarkets.com/Article/article-post/1497/TELECOMMUTING-BRING-THE-WORK-BUT-NOT-THE-RISKS-TO-THE-WORKER/
...rker productivity. The State of California Telecommuting Pilot program, a stat.... Don't rely on the telecommuter's Homeowners policy - most Homeowners policies exclude Liability cover...
https://completemarkets.com/Article/article-post/336/Cross-Selling-What-Went-Wrong/
...go and did it all over again in California. The secret to Cosmo's success was ...se, they quickly requoted for both Homeowners and Home-based BOP coverages. Af...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/tag/deduction/
... complicated. Well, it is. My job is usually to explain complex tax law in understandable langu.. All Articles by CompleteMarkets Editor Comments (0 ) Homeowners/Renters/Condos This content has not been rated yet. CompleteMarkets Editor 4/30/2013 10:38:26 PM HOMEOWNERS/RENTERS/CONDOS YES NO .. All Articles by CompleteMarkets Editor Comments (0 ) Legal Outline For California Agencies - Chapter 6 This content has not been rated yet. CompleteMarkets Editor 4/30/2013 10:39:41 PM LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER SIX TRANSFERS TO THE NEXT GENERATION 6.1 Durable powers of attorney in case of disability. An agent is much more lik.. All Articles by CompleteMarkets Editor Comments (0 ) Managing Producer Expenses This content has not been rated yet ... Tax Victory This content has not been rated yet. CompleteMarkets Editor , Irving Blackman 4/30/2013 12:00:00 AM FROM ESTATE TAX TRAP TO TAX VICTORY by Irving Blackman You hear it all the time: Tax law is too complicated. Well, it is. My job is usually to explain complex tax law in understandable langu.. All Articles by CompleteMarkets Editor Comments (0 ) Homeowners/Renters/Condos This content has not been rated yet. CompleteMarkets Editor 4/30/2013 10:38:26 PM HOMEOWNERS/RENTERS/CONDOS YES NO .. All Articles by CompleteMarkets Editor Comments (0 ) Legal Outline For California Agencies - Chapter 6 This content has not been rated yet. CompleteMarkets Editor 4/30/2013 10:39:41 PM LEGAL OUTLINE ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1533/LEGAL-OUTLINE-FOR-CALIFORNIA-AGENCIES-CHAPTER-4/
... Blog Photos Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Legal Outline For California Agencies - Chapter 4 4/30/2013 10:39:41 PM by CompleteMarkets Editor This content has not been rated yet. LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER FOUR LITIGATION, LIABILITY INSURANCE, AND DISPUTE RESOLUTION 4.1 Risks posed by litigation. Litigation is a major threat to an insurance agency. Many potential claims are uninsurable in California, such as punitive damages claims. Substantial deductibles ... claim should be paid even if it is questionable, as occurred for some of the coverage upgrades in the Oakland firestorm. Coverage in policies other than E&O policies. An E&O complaint may have a cause of action covered in other types of policies. All liability policies the agent has should be examined, including CGL policies, umbrella and excess policies, and even workers compensation and homeowners policies. If the events in question go back a few years, there may be old occurrence policies that apply, particularly in pollution claims. For example, there could be a claim such as defamation that might be covered in a CGL policy as a "personal injury" . Other policies may cover claims not covered by E&O policies; they might have lower ...
https://completemarkets.com/Article/article-post/2470/Telemarketing-One-Step-Toward-Sales-Efficiency/
...e passage of Proposition 103 in California. In that vote the public said, in ..., 14 million households are buying homeowners insurance without an insurance a...
https://completemarkets.com/Article/article-post/2417/How-To-Build-Your-Personal-Lines-Book-Part-II/
...clients can call from Hawaii or California when they're on vacation with quest...
https://completemarkets.com/Article/article-post/1533/LEGAL-OUTLINE-FOR-CALIFORNIA-AGENCIES-CHAPTER-4/
Legal Outline For California Agencies - Chapter 4
LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER FOU...isputes are enforceable under both California and U.S. law, unless they can be...