https://completemarkets.com/Article/article-post/2465/Prevent-Identity-Theft-Be-Aware-Be-Proactive-Be-Assertive/
...trying to impersonate you. Forged credit cards remain the bane of credit card users everywhere. But oddly enough, credit card fraud is not the big... provider immediately and cancel the account. If you're having troubl...
https://completemarkets.com/Article/article-post/413/Are-You-Getting-The-Most-From-Premium-Financing/
...ness arrange financing only for Commercial policies, and most use an outside c...l factors point to more financing. 'Insurance rates are soft now, and with low...
https://completemarkets.com/Article/article-post/395/Product-Or-Service/
...ack a quarter century. Those TV commercials with the friendly faces of Texaco ...arketing reality facing independent insurance agencies today. By accepting the...
https://completemarkets.com/Article/article-post/2422/Banks-If-We-Cant-Beat-Em-Should-We-Join-Em/
...appealing offers in the mail from credit card companies offering high spending...erators into the client's investment account.
An independent agency's experti...
https://completemarkets.com/Article/article-post/2746/How-Can-You-Upgrade-Your-Financial-Security/
...t paycheck to come through.
Image Credit: Matthew Henry via Burst
A financial...0 of emergency savings in a separate account. You can dip into this account when you experience a small surpr...
https://completemarkets.com/Article/article-post/1318/COLLECTIONS/
...s, how it works, and that company credit procedures do not allow the agency to...ts are bottom-line losses. 2. Large account receivable balances reduce interest income. 3. Unpaid accounts turned back to the company indic...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1318/COLLECTIONS/
... , wholesalers and service providers. Negotiate lucrative contracts with carriers and wholesalers. Net result. More revenue for your agency! Clients & Prospects will research you, your co-workers and your agency here. The most comprehensive online insurance industry reference library for - Personal Lines Professionals Commercial Lines Professionals Life/Health & Benefits Professionals Online newsletters and content that you can use for your clients and social media efforts. Ability to attach leads and clients to your specific market searches, with e-mail alerts for all the market, articles, blogs and people ... to an attorney immediately for collection. Waiting only makes matters worse from a collection standpoint. When Should You Collect? New and Renewal Business. The producer must tell the insured exactly what the collection policy of the agency is, how it works, and that company credit procedures do not allow the agency to make exceptions. The producer must collect at least 25% or more of the premium with this binder. (Make sure insureds understand what is meant by needing this amount now to bind the contract.) If the binder is ... Management Resources & Links Categories Popular Recent All Back Collections 4/30/2013 10:38:09 PM by CompleteMarkets Editor This content has not been rated yet. COLLECTIONS The purpose of a collection system is to collect money owed to the agency without alienating the insured. In this section, we will answer the following questions: Who should do the collecting? What are the steps to developing an effective collection system? When should you collect? Why must every agency set a goal concerning collections? OVERVIEW Who Should Do the ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/797/Lead-Forms-For-Commercial-Lines/
... 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 Lead Forms For Commercial Lines 4/30/2013 12:00:00 AM by CompleteMarkets Editor , david goodwin This content has not been rated yet. Just as the Personal Lines lead form opens the door of opportunity for the Life producer, the Commercial Lines lead form generates ... [ ] new drivers 3. BONDS [ ] BID-performance [ ] fidelity [ ] other: type____ 4. FIRE [ ] new or add'l. location [ ] enlarging premises 5. LIENHOLDER OR LOANS [ ] new or add'l. 6. AUDITS [ ] experience credits [ ] large add'l. premium 7. [ ] NEW PARTNER OR CORP. OFFICERS 8. [ ] NEW COMMERCIAL TENANT IN ASS'D'S PROPERTY 9. CLAIMS [ ] Workers Compensation [ ] F, E.C. [ ] Crime [ ] Liability [ ] other: ... _ 10. TAXES [ ] surplus in corp. [ ] employee benefits 11. COLLECTIONS [ ] slow [ ] excellent [ ] financed premium 12. CERTIFICATE(S ) OF INSURANCE [ ] we sent to: _____ [ ] we received from: _____ [ ] see copy attached COMMENTS: ITEM # ____ Date____ Operator____ Action Step: Use this form with Commercial Lines clients to develop Life leads. David Goodwin, a former P/C agency principal, is an insurance cross-selling consultant who distributes Life ...
https://completemarkets.com/Article/article-post/954/AGENCY-COMPANY-RELATIONS-COMPANY-CONTRACTS/
...decision to treat Personal and Commercial lines separately have on your bonus... claims service Makes key underwriting decisions at the loca...
https://completemarkets.com/Article/article-post/2433/Life-Insurance-An-Agent%E2%80%99s-Tutorial/
...ly lower premiums, since the high credit ratings of the 80s allowed for a calc...s flexibility in the event that the insurance company continues to enhance pol...