https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/719/The-Impact-Of-Customer-Care-On-E-O/
... loss? First, you need to write and implement a workflow manual that incorporates proper procedures and accountability. The manual should include forms and form letters to be used by agency personnel. Make completion and use of these documents mandatory. "The Gold Book: A Compliance and Risk Management Procedure Program," offered by Fries & Fries Consulting, provides an excellent, comprehensive manual that provides procedures, forms and form letters. It's essential to complete a coverage and exposure checklist when writing a new policy. You should also conduct an ... protection review by direct mail or on the phone. Both of these activities will not only limit your agency's exposure to errors and omissions, but also provide additional sales opportunities. Properly used, the checklist and annual review will help your agency provide professional customer service, while growing revenues. For agencies that have a good record with their E&O carrier, an internal or external audit and procedural implementation by an outside consulting firm can both help the agency in writing and implementing procedures, and provide carriers the opportunity to grant schedule ... that reduce the annual premium. Members of Gold Seal Risk Management Services have been approved by some carriers to provide these services, which, in many instances, have led additional credits on agencies' E&O premiums. The choice is yours: Implement detailed written procedures that incorporate professional customer service, Errors & Omissions protection, and account development — or stick with the "me too" process of attacking renewal declarations, ignoring the opportunity to increase income per account, and subjecting your agency to a loss of dollars, E ...
https://completemarkets.com/Article/article-post/719/The-Impact-Of-Customer-Care-On-E-O/
...s mandatory. “The Gold Book: A Compliance and Risk Management Procedure Progr...unity to increase income per account, and subjecting your agency to a loss of dollars, E&O coverage, and public opinion.
https://completemarkets.com/Article/article-post/932/DEVELOPING-BROKER-SERVICES-AGREEMENTS/
...viewing all contracts to ensure compliance with insurance requirements, noting...Gary W. Griffin, ARM, is principal consultant of Warren, McVeigh & Gri...