https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2141/E-O-IN-COMMERCIAL-AUTO/
... 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 E&O In Commercial Auto 4/30/2013 10:44:08 PM by CompleteMarkets Editor , Curtis Pearsall This content has not been rated yet. E&O IN COMMERCIAL AUTO by Curtis Pearsall In virtually every Commercial Lines agency, there's a good chance that most of ... and the insured alleges you hadn't provided the proper coverage. When providing an Umbrella, especially with a different carrier than the primary, check that the necessary underlying limit requirements are being satisfied. Adding or deleting the wrong vehicles from a policy. With a Commercial Auto fleet of significant size, maintaining an accurate list can present a challenge. When the customer contacts you to add or delete specific vehicles, get the request in writing. This will help ensure that you're modifying the policy correctly, not only for the vehicles, but ... for the coverage specific to those vehicles. Because the policyholder might have two vehicles of the same year and make, ask them to provide the vehicle identification number (VIN) for each vehicle being modified. When you mail the policy or endorsement to your customers, include a cover letter advising them to check the policy to make sure the policy reflects the requested changes. Replacement of coverage. If a customer presents an unwanted exposure (such as claims activity, problem drivers, etc.), you might need to replace this ...
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 ... of the least attractive leads might develop into mother-lodes of business. COMMERCIAL LINES LEAD FORM Name: _____ Address: _____ Phone: Home____ Work____ COMMERCIAL 1. [ ] TOTAL PREMIUM MORE THAN $2 ,400/yr. 2. AUTO OR FLEET [ ] new or add'l. vehicles [ ] new drivers 3. BONDS [ ] BID-performance [ ] fidelity [ ] other: type____ 4. FIRE [ ] new or add'l. location [ ] enlarging premises 5. LIENHOLDER OR LOANS [ ] new or ... . 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: ____ ...
https://completemarkets.com/Article/article-post/899/The-Art-Of-Making-Sales-From-Those-Who-Do-It-Best/
..., ETS International had grown to a fleet of 25 cars. Now he was big enough and...
https://completemarkets.com/Article/article-post/2158/Trade-Secrets-Value-And-Ownership-Issues/
...Your rapport with the comptroller, fleet manager, human resources director, op...mination benefits.'
State Farm Mutual Auto Ins. Co.
v. Anderson, 70 NJ Super 5...
https://completemarkets.com/Article/article-post/2800/Best-Insurance-Plans-That-Protect-Large-Scale-Contractor-Operations/
...urance challenges that standard commercial policies can't solve. The U.S. cons...e full policy language against the commercial contract requirements for all cu...
https://completemarkets.com/Article/article-post/2159/PIRACY-OF-EXPIRATIONS/
...Your rapport with the comptroller, fleet manager, human resources director, op...on benefits.” State Farm Mutual Auto Ins. Co. v. Anderson, 70 NJ Super 5...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2159/PIRACY-OF-EXPIRATIONS/
... , 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 ... the insured's firm and how you should relate to lines of authority, when and if they change. Taking this one step further, who in the firm can provide the information that you need to keep abreast of the company's operations? Your rapport with the comptroller, fleet manager, human resources director, operations manager, marketing manager, and others is essential. We've all heard about the need to learn who's who from top to bottom in our insured's company structure. The only change we'd make is that we need to know who's ... 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 consists of the information related ...