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... pulling paper files, as well as computer files, and transcribing the same inf...put their own applications into the computer. Another dramatic opportunity for...

... 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, ... this manual on your network so that the employee can study and reference the material at any time. You do have a written Procedures Manual, don't you? If not, you'll find a great one at http://www.jackfries.com/product.htm . Finally, schedule regular follow ups with the new employee to find out how they're progressing and answer any questions they might have. If you plan training well, you'll have more productive, happier employees in a shorter period of time. Good hunting! The goal of the CompleteMarkets editor ... , tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&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 ...

...urns them into structured facts. Computer vision scores damage photos and matc...at build the right insurance claims software solution around that division, an...

... making AUTOMATION: A KEY FACTOR During the past 10 years, agents and brokers have become much more dependent on automation. Today's agents not only depend on the traditional agency automation system for basic policy transactions and accounting, but also on a variety of software packages and computer systems that include sophisticated systems for interfacing, rating, word processing, presentations, telemarketing, E-mail for both internal and external communications, the Internet, specialized technical information, spreadsheets, time management, and human resources management. Just as effective use of automation can ... for better decision making AUTOMATION: A KEY FACTOR During the past 10 years, agents and brokers have become much more dependent on automation. Today's agents not only depend on the traditional agency automation system for basic policy transactions and accounting, but also on a variety of software packages and computer systems that include sophisticated systems for interfacing, rating, word processing, presentations, telemarketing, E-mail for both internal and external communications, the Internet, specialized technical information, spreadsheets, time management, and human resources management. Just as effective use ... consider the time and expense required to bring the agency in question up to speed. As anyone who has been through the process can attest, the time and expense required can be significant. In addition to the actual costs of equipment, software, conversion, and training, there are also hidden costs of work disruption — not to mention the frustrations of both the buyer's and the seller's staffs. You must also investigate the agency management systems and software being used by both agencies. If the software or hardware systems are identical or ...

...r clients. Craig Badger, senior computer systems analyst for Prudential Insur...ifferent on the screen. With OLifE, training and operations will be easier. Ag...

...variety of software packages and computer systems that include sophisticated s... the new system as open items. Training for new users should be easier than the original system training because specific agency procedure...

...e half-truths hamper your use of computer technology. Although computer technology provides a powerful resou...cy on paperwork. Otherwise, the new computer system will create more work, not...

...rance is different from selling computers, telemarketing methods are differen...them, then put the scripts into the software and at the workstation so people...

... , presentations, and closing. The CSR staff should handle the service work and a good deal of the marketing. AUTOMATION Encourage proper utilization of automation. There's a huge difference between being "computerized" and truly "automated." Some agencies use the computer as simply a typewriter and accounting tool. Others are actively using e-mail, faxing from the computer, interfacing with their carriers, scanning data — and some are even transactional filing. There's a world of difference. Cost cutting and improved efficiency requires the proper use ... : Once to create a proposal, once to do an ACORD form, and sometimes even a third time, if the producer requires a special summary of insurance. If the data can't be reconfigured and entered only once, re-examine these items and their usefulness. Some software integrates data entry so that it's entered only once for all functions. In agencies that use transactional filing, there might be another step: Having to log in each item after it's processed and sent to the agency from the carrier. This is so it can ... have too many mediocre or just average employees. Agencies that have the right number of good people show a favorable bottom line and need less management PRODUCER COMPENSATION Pay producers to produce. Producers should be motivated to produce from within themselves. It's very difficult to train someone to be good in sales. It's far easier to train a person in insurance who has a natural sales ability. Regardless, it's necessary to create a motivating environment in the agency for sales. The agency's philosophy should be apparent in its compensation structure not ...

...r commercial property insurance, computer vision technology analyzes building ...ze that insurance policy management software ultimately serves customers bette...