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...ate the procedures manual as new computer upgrades are installed and new posit...dures that will treat customers fairly and respect their intelligence and decision-making capabilities. Keep them informed of good news and bad in a timely manner. And meet their needs with courtesy and professionalism. A satisfied insure...

...oo many agents fail to use their computer systems to minimize their Errors &am...ld work to adopt practices that reduce and diminish the frequency and severity of these risks.

...ocess to a great extent, because computerized follow-up lists are generated fo...ach CSR's desk can maximize efficiency and save time by eliminating a lot of w...

... Account interpretation requires the CSR to: Analyze the account Determine if further development is possible Determine if supporting business is necessary Apply risk-management techniques Client contact skills require knowledge of: Telephone communications Written renewal request procedures Pending and suspense procedures Confirmation procedures Renewal processing requires knowledge of: Computer and manual rating processes How to verify a policy's accuracy Ordering methods from company or agency issue procedures Invoicing Construction of policy with appropriate forms, signatures, and cover transmittals As experienced CSRs will attest, each of these steps is important, and each requires different skills ... are essentially functioning as a supervisor with responsibilities to the worker and management. CONCLUSION: Training a new CSR provides challenges — and opportunities. The more effectively you do the job, the better you'll be able to do your job. Karen Lynn Flaherty, President of Professional Training Systems, Austin, TX, provides expertise in sales, customer service, and agency management. She can be reached at (512) 266-0798, or e-mail ptsitrain@ aol.com. Login or Register (for FREE) to gain access to thousands of other ... articles. Need more reasons to join? Need insurance for you, your business or your family? Get quality appointments - Save yourself a whole lot of time & money when you use our directory of carriers, wholesalers and service providers. Negotiate lucrative contracts with carriers and wholesalers. Net result. More revenue for your agency! Clients & Prospects will research you, your co-workers and your agency here. The most comprehensive online insurance industry reference library for - Personal Lines Professionals Commercial Lines Professionals Life/Health & Benefits Professionals Online newsletters ...

...lts of the installation of a new computer system. Formalizing the grass roots ...olvencies will continue to be of major and immediate concern for agents during...

... binder or a cancellation on the computer system is completely different than ...needs use unique prompts, entry steps, and codes. Include these specific codes...

...mployees. CRIME COVERAGES A Computer Crime Policy (CCP) is desig...ncial institution's employees and to provide them with the necessary tools to analyze, quantify, and manage those exposures.   ...

... binder or a cancellation on the computer system is completely different from ...e by increasing efficiency, decrease errors and omissions, and increase revenue.

... display them. When the agent spoke to the carrier's claims handler, the conversation went like this: Agent: Strictly speaking, of course, you have the right to go to payroll records, but understand the client's view. Three years ago, you changed your computer software and totally messed up his records, costing the accounting and personnel staffs a lot of time and grief. He wanted to drop you-after all, you provide Life-only and you have lots of competitors-but I advised him to stick it out with you. He was ... carriers, wholesalers and service providers. Negotiate lucrative contracts with carriers and wholesalers. Net result. More revenue for your agency! Clients & Prospects will research you, your co-workers and your agency here. The most comprehensive online insurance industry reference library for - Personal Lines Professionals Commercial Lines Professionals Life/Health & Benefits Professionals Online newsletters and content that you can use for your clients and social media efforts. Ability to attach leads and clients to your specific market searches, with e-mail alerts for all the market, articles, blogs and ... death claim The carrier, a large, well-rated multi-line company licensed in 49 states, had covered one group for six years without a claim. Coverage was for Life only, since Group Medical was placed elsewhere. One employee's widow completed the claim papers and, in error, indicated that her husband had been a part-time employee. The error was not detected by the employer's personnel staff, who forwarded the form to the carrier. The carrier's claim examiner contacted the employer-not the agent. He wanted payroll records and other data to support ...

...equires knowledge of: Computer and manual rating processes ...or with responsibilities to the worker and management. CONCLUSION: Training a new CSR provides challenges — and opportunities. The more effectively...