https://completemarkets.com/Article/article-post/985/ERRORS-AND-OMISSIONS-CONSIDERATIONS/
...ate the procedures manual as new computer upgrades are installed and new posit...s most widely respected management consultants. She will be sorely missed. Rep...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2071/MANAGING-THE-CLAIMS-HANDLING-PROCESS/
... by having the person they know handle the claim (the producer or CSR) or by having a competent claims person take care of it. We recommend a separate claims department in the following situations: 1. When the firm doesn't have its file information on the computer 2. When the firm has a large concentration in targeted classes of business 3. If there's a high concentration in certain lines of business and special expertise is needed 4. When the firm routinely uses draft authority and there's a need for tight controls for issuing ... to its name and reputation. Even though the insurance company may be at fault, and even if the producer finally gets the claim properly handled and reimbursed, nine in 10 instances will cost the firm the account due to the client's suffering stress and strain. As consultants, we don't hold a strong preference as to whether the firm keeps a separate claims department or makes CSRs responsible for claims. It's up to management to decide whether clients are better served by having the person they know handle the claim (the producer or CSR ... will result in improved productivity of your servicing staff and, most importantly, will help you retain accounts. Catherine Oak, along with Bill Schoeffler, runs Oak & Associates in Glen Ellen, CA. Their consulting firm specializes in agency management, automation, clustering, Errors and Omissions, evaluations, mergers and producer compensation. You may E-mail Oak at [email protected] or call her at (707) 935-6565. Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to ...
https://completemarkets.com/Article/article-post/2030/THE-TOP-FIVE-AUTOMATION-MYTHS/
...e half-truths hamper your use of computer technology. Although computer technology provides a powerful resou...sed firm that helps insurance agencies and brokerages maximize their profits by integrating technology, workflows, and people, For more information, call ...
https://completemarkets.com/Article/article-post/2071/MANAGING-THE-CLAIMS-HANDLING-PROCESS/
...have its file information on the computer 2. When the firm has a large concen... management, automation, clustering, Errors and Omissions, evaluations, mergers and producer compensation. You may E-ma...
https://completemarkets.com/Article/article-post/2064/MANAGING-THE-CLAIMS-HANDLING-PROCESS/
...have its file information on the computer 2. When the agency has a large con...t (707) 935-6565 . e-mail catherine@oakandassociates.com, or visit www.oakandassociates.com.
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2663/The-New-Employees-Greatest-Need-Proper-Training/
... presented, etc. Training should cover education on the coverages for which the employee will be responsible, variations among the policies issued by the companies you represent, and general insurance education. Other areas of focus should include proper use of the agency management system (your computer system and software); Errors and Omissions, binding authorities, agency operating standards (dress, breaks and lunch, dos and don'ts, etc.); and the special responsibilities of their job. GIVE THE NEW EMPLOYEE A DETAILED PROCEDURES MANUAL Even better, ... O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back The New Employee's Greatest Need - Proper Training 11/16/2018 12:00:00 AM by CompleteMarkets Editor , Jack Fries This content has not been rated yet. Management consultant Zig Ziglar once said, "The only thing worse than training a person who leaves is not training a person and having them stay." In my many years of consulting with agencies, I've found that, in almost every case, the employees are asking ... cover education on the coverages for which the employee will be responsible, variations among the policies issued by the companies you represent, and general insurance education. Other areas of focus should include proper use of the agency management system (your computer system and software); Errors and Omissions, binding authorities, agency operating standards (dress, breaks and lunch, dos and don'ts, etc.); and the special responsibilities of their job. GIVE THE NEW EMPLOYEE A DETAILED PROCEDURES MANUAL Even better, store this manual on your network ...
https://completemarkets.com/Article/article-post/2663/The-New-Employees-Greatest-Need-Proper-Training/
...e agency management system (your computer system and software); Errors and Omissions, binding authorities, agency operating standards (dress, breaks and lunch, dos and don'ts, etc.); and the special responsibilities of their ...ee to find out how they're progressing and answer any questions they might hav...
https://completemarkets.com/Article/article-post/2265/THE-NEXT-GENERATION-OF-INSURANCE-AGENCIES/
...its. Employees who don't use the computer system fully will actually be less ...ow them to share in the firm's success and profits. Today, you need wisdom, n...
https://completemarkets.com/Article/article-post/1817/CYBERSECURITY-OPPORTUNITIES-FOR-AGENTS/
...otection is the most familiar to computer users. But for most businesses, Cybe...nally appeared in Rough Notes magazine and is reproduced by permission.
https://completemarkets.com/Article/article-post/948/EXTERNAL-GROWTH-WITH-SUCCESSFUL-ACQUISITIONS/
...ost widely respected management consultants. She will be sorely missed. ...