https://completemarkets.com/Article/article-post/213/Managing-Small-Commercial-Accounts/
Managing Small Commercial Accounts
In many agencies, 'small' Commercial accounts get over-serviced while la...erage is spelled out in 'plain' review and highlight with you exactly what is covered and what is not.
I'll be in touch with ...
https://completemarkets.com/Article/article-post/1780/AGREEMENT-FOR-PURCHASE-AND-SALE/
...cipal place of business at 4321 Commercial Avenue, Suite 320, Any City, Washin... Furniture and Equipment ...
https://completemarkets.com/Article/article-post/964/AGENCY-FINANCIAL-PLANNING-TODAY-AND-TOMORROW/
... changes are in the wind in the Commercial Property/Casualty marketplace. Some...tplace might not give it to you in Commercial Property/Casualty, but many agencies are showing increased interest in expanding into other lines such as Group Business where premiums are clearly on the...
https://completemarkets.com/Article/article-post/1824/BEYOND-THE-ALPHA-SPLIT-NEW-WAYS-TO-DISTRIBUTE-WORK-LOADS/
...al “alpha split” of Commercial Lines service. A customer's nam...count management in the most effective and equitable manner. Does a customer&...
https://completemarkets.com/Article/article-post/1364/NEW-WAYS-TO-DISTRIBUTE-WORK-LOADS/
... the office. Account Size Commercial Lines work distribution has been de...SR for maintenance. Analyze your past and present position for work distribut...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1824/BEYOND-THE-ALPHA-SPLIT-NEW-WAYS-TO-DISTRIBUTE-WORK-LOADS/
... 30/2013 10:41:34 PM by CompleteMarkets Editor , Raymond Keating This content has not been rated yet. BEYOND THE ALPHA SPLIT': NEW WAYS TO DISTRIBUTE WORK LOADS by Raymond Keating Check out these alternatives to the traditional "alpha split" of Commercial Lines service. A customer's name shouldn't matter when they're calling for assistance! Most CSRs have an assigned section of the alphabet for which they are responsible. This method of work distribution began years ago when: (1 ) Companies started offering "packaged policies" ... combined Property with Casualty; and (2 ) agencies could no longer afford to have internal service "specialists," for individual coverages such as Auto, Bonds, and Workers Comp. CSRs got better at cross-training and coverage knowledge, and today can do it all. Many agencies distribute work using an alphabetical split. This seems logical and fair, but given the ever-increasing use of automation for customer database management, the alpha split might soon become a thing of the past. Automated records at the client and policy levels contain identifiers ... CSRs with the best selling skills can be assigned all new and existing single policyholders. Their objectives are to help the client "graduate" to the next CSR. This position can act as a development or sales center. Upon writing the second or third line of business, the developer assigns the account to the appropriate CSR for maintenance. CONCLUSION Analyze your past and present systems of work distribution, discuss the service image the agency should project, then rearrange account management in the most effective and equitable manner. Does a customer's last ...
https://completemarkets.com/Article/article-post/1750/ALTERNATIVE-RISK-FINANCING-SIZE-DOESN%E2%80%99T-MATTER/
...ability exposures by purchasing Commercial insurance, while large corporations and government agencies prefer to use some... colorful terms for what amounts to a handful of alternative risk financing te...
https://completemarkets.com/Article/article-post/2422/Banks-If-We-Cant-Beat-Em-Should-We-Join-Em/
...s who have similar financial and Property/Casualty needs.
The agency's role in...est), defend their long-held position, and strengthen their arsenal of unique ...
https://completemarkets.com/Article/article-post/2436/Replacing-An-Old-Policy-With-A-New-One-%E2%80%94-Part-3/
...a tax-free exchange of like-kind property — but only if you follow the rules. Some agents and advisors don’t know that if there’s a ...ugh in helping the Society’s members — and other interested agents — do the ri...
https://completemarkets.com/Article/article-post/493/Its-Hunker-Down-Time/
...) Focusing on values or accurate property assessments: and
(3) Adjusting agency production th...e who takes these steps will be left standing when the carnage is over and will come out of this financial mes...