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/2236/THE-CHANGING-INSURANCE-DISTRIBUTION-LANDSCAPE/
...ther, many of the nearly 12,000 commercial banking and savings institutions in...ith organizations involved in the sale and distribution of insurance products and services.
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/964/AGENCY-FINANCIAL-PLANNING-TODAY-AND-TOMORROW/
... And Tomorrow 4/30/2013 10:35:26 PM by CompleteMarkets Editor , Carol Hammes This content has not been rated yet. AGENCY FINANCIAL PLANNING: TODAY AND TOMORROW by Carol Hammes There can be little doubt that changes are in the wind in the Commercial Property/Casualty marketplace. Some industry observers have referred to this transition period as the beginning of the bottoming out, ' reflecting that all rate decreases are not over with yet but that the percentage decreases are not as great as they were, and in fact ... accounts have even seen slight increases in premiums. Certain lines of business such as Workers Compensation and Medical Malpractice seem to be the ones that are firming up more than others. And some of the insurance companies that pronounced their willingness to start walking away from underpriced risks at the beginning of 1999 are actually following through with action to back up those words. Perhaps one of the most subtle signs of a change in the market is the fact that underwriters are starting to ask more questions and want more information about a prospective account. ... all of this is heartening news to agents that have experienced 10 years of rampant premium reductions, it does not mean that it is time to start budgeting for across the board 15% -20% rate hikes any time soon - if ever. The chances of returning to the very hard market days of 1986-87 are slim to none. There is still so much capacity in the marketplace that competition will remain fierce for the more attractive risks. And there are probably enough companies so hungry for premium dollars that they will keep pricing ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1364/NEW-WAYS-TO-DISTRIBUTE-WORK-LOADS/
... ! Demographic Profile Where people live, work, and play may dictate how they'll be serviced best by a particular customer service rep in your agency. A database should allow CSRs to run this sort of profile and enable a matching personality within the office. Account Size Commercial Lines work distribution has been determined in many agencies by size of account. Work distribution can also be determined on the basis of premium or commission income per account in Personal Lines. In fact, more and more agencies are combining the small (less than $ ... WORK LOADS 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 many years ago when: (1 ) companies started offering packaged policies, ' combining Property with Casualty, and (2 ) when agencies could no longer afford to have internal coverage specialists, ' such as an Auto person, a Workers Comp person, and a bond specialist. CSRs got better at cross-training and coverage knowledge, and today can do ... The 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 then assigns the account to the appropriate CSR for maintenance. Analyze your past and present position for work distribution, discuss the service image the agency should project, then rearrange account management using the available technology. Does a customer's last name really matter ...
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...