https://completemarkets.com/Article/article-post/92/Offense-Or-Defense-Converting-Management-Problems-To-Opportunities/
...o insureds by many Personal and Commercial carriers. That, combined with downl...ce the policy and keep the coverage in force. No problem at all if you can rep...
https://completemarkets.com/Article/article-post/793/Understanding-And-Using-The-Services-Of-Program-Administrators/
...orkers Compensation, Marine, and Umbrella Liability. The program is admitted i... his or her renewal retention has been for the past three years. A stable and ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1859/AUTOMATION-INFORMATION-SYSTEMS-MANAGEMENT/
... the A/ISystem and creating supporting invoices, confirmation memos, exception lists, etc. Provide single-entry upload transactions integrated fully with the electronic daily retrieval module. Integrate company electronic mail (E-mail) and facsimile transmission capabilities from the desktop. Provide fully integrated Personal and Commercial Lines rating to respond to what-if' rating scenarios. Provide fully integrated binders, certificates and evidence of Property insurance forms. Offer full on-line transaction history records. Provide full on-line history notes. Provide full on-line billing and payment history. Training CSRs properly in the ... a set of prospects that too many agencies ignore - current clients. A fully loaded A/ISystem provides almost unlimited prospects at CSRs' and producers' fingertips. Every client is a prospect for cross-selling and coverage upgrades. From Homeowners without Auto, to Packages without Umbrellas, to Life without Disability, to Health without Nursing Home coverage - from employees of Commercial clients, to claimants - everyone can be cross sold. Anyone you know anything about (and you should know a great deal about everyone in your A/ISystem) ... system, she developed a marketing search (or query) that searched the driver information records of all Personal Lines clients to locate the names, addresses, and telephone numbers of all single males insured by the agency between the ages of 25 and 35 who owned certain sports cars (Corvettes, Jags, Mercedes, etc.) . Armed with this list of prospects she proceeded with her marketing' campaign by calling them, supposedly to review their Auto insurance. Her creativity paid off - she's now happily married. Granted, this ...