https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2030/THE-TOP-FIVE-AUTOMATION-MYTHS/
... Popular Recent All Back The Top Five Automation Myths 4/30/2013 10:43:12 PM by CompleteMarkets Editor , Laura Nettles This content has not been rated yet. THE TOP FIVE AUTOMATION MYTHS by Laura Nettles Don't let these half-truths hamper your use of computer technology. Although computer technology provides a powerful resource to boost agency efficiency and profits, it's not a panacea. Let's take a look at five common beliefs about what automation does and doesn't offer: MYTH #1 : AUTOMATION WILL IMPROVE PRODUCTIVITY "Automation systems will ... raise your productivity by offering a wealth of features: Prospecting, account rounding, professional proposals, application processing, policy detail, transactional filing, carrier interface, diary, renewal processing, claims processing — the sky's the limit." In reality, poor implementation of these features will lessen productivity and profitability. Automation can come with a high price tag. Not changing the way you do business to take advantage of your automation systems features creates redundancies. Here's an example: Every automation vendor provides a central database for storing policy information ... an ongoing process. The key is to synchronize your goal with the automation features and workflow changes you need to achieve it. Once you have this process up and running, you'll begin to see an immediate payoff from your investment. Laura Nettles is president of Nettles Consulting Network, an Atlanta-based firm that helps insurance agencies and brokerages maximize their profits by integrating technology, workflows, and people, For more information, call (404) 325-0023, e-mail [email protected] , or visit www.nettlesconsulting.com . Login or Register (for FREE ...
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/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/Article/article-post/763/Key-Automation-Practices-Lead-To-E-O-Protection/
.... You might give them the title “computer coordinator” or “IT person.”
Pro...eir own thing. All agencies must have mandatory written standard procedures. (See the article “Th...
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/2083/TRADITIONAL-VS-E-COMMERCE-INSURANCE/
...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. ...
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, ... material and 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 ... 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 ...
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/2079/FINDING-A-COMPATIBLE-BUSINESS-COMBINATION/
...irm need to be determined. Which computer system will survive the business com... management, automation, clustering, errors and omissions, evaluations, mergers, and producer compensation. You may E-ma...
https://completemarkets.com/Article/article-post/989/Agents-Responsibility-For-Company-Insolvency/
...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...