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...organizing, directing, controlling, and monitoring results. These procedures m...g to an insured that you do not understand. Promise anything that yo...

... policies. In this area, as in others, it's important to evaluate what you need to keep before scanning it. Account files. One of the most challenging tasks in an agency is maintaining easy access to account files. Agency personnel often spend time looking for files, seeking misplaced documents, and retrieving files from archives. Agencies with branch offices often maintain duplicate sets of files or periodically make copies of files (We've all heard the story of the producer with the file in the trunk of his car) . Imaging allows access to files from all locations, reducing maintenance work and slashing storage space. Customer information. All customer information that can't be stored in the paper file can be scanned for retrieval if needed. Examples would include all policies, endorsements, correspondence, copies of policies ... reports and have easy online access to policies. In this area, as in others, it's important to evaluate what you need to keep before scanning it. Account files. One of the most challenging tasks in an agency is maintaining easy access to account files. Agency personnel often spend time looking for files, seeking misplaced documents, and retrieving files from archives. Agencies with branch offices often maintain duplicate sets of files or periodically make copies of files (We've all heard the story of the producer with the file in the trunk of his car) . Imaging allows access to files from all locations, reducing maintenance work and slashing storage space. Customer information. All customer information that can't be stored in the paper file can be scanned for retrieval if needed. Examples would include all policies, ...

...tween the American agency companies and the independent agents that have histo...intenance of a successful relationship and one that is doomed to failure. If t...

... organizations that you'd like to address. Record your speech — you can use a small, hand-held tape recorder. After your article has been published, take it to a quick-printing service and have it reprinted. Take the recording of your speech to a sound studio and have it edited — put some music at the front with an introduction. You'll have a master you can get duplicated. Have 50-100 copies made by a duplicating company. Send out the professionally-made copies of your article or tape to your best prospects and use them to help you obtain invitations to speak. This idea is the least expensive, most effective way to promote yourself. Another alternative is to buy advertising. If you were rich, that might not be so bad. Chances are that you aren't rich, though, so ... to the types of organizations that you'd like to address. Record your speech — you can use a small, hand-held tape recorder. After your article has been published, take it to a quick-printing service and have it reprinted. Take the recording of your speech to a sound studio and have it edited — put some music at the front with an introduction. You'll have a master you can get duplicated. Have 50-100 copies made by a duplicating company. Send out the professionally-made copies of your article or tape to your best prospects and use them to help you obtain invitations to speak. This idea is the least expensive, most effective way to promote yourself. Another alternative is to buy advertising. If you were rich, that might not be so bad. Chances are that you aren't rich ...

... business required printing, photocopying, and faxing or mailing submissions ...ur staff early on to gain their buy-in and working together to address proble...

... opens the door of opportunity for the Life producer, the Commercial Lines lead form generates potential business. A Commercial Lines lead form should be printed on colored paper, distinctively different from that of the Personal Lines lead forms, to minimize supply and usage problems. Each CSR should receive a pad of the forms and create each lead in duplicate or triplicate, depending on whether the agency management receives a copy. Life producers get the original, and the CSR keeps a copy. The lead calls for only routine, brief attention from the CSR. He or she simply checks the item relevant to the insured, identifies the insured, and dates the form. It is not a burden in any way, but it is rewarding in many ways. In a sense, Commercial leads represent more categories ... not been rated yet. Just as the Personal Lines lead form opens the door of opportunity for the Life producer, the Commercial Lines lead form generates potential business. A Commercial Lines lead form should be printed on colored paper, distinctively different from that of the Personal Lines lead forms, to minimize supply and usage problems. Each CSR should receive a pad of the forms and create each lead in duplicate or triplicate, depending on whether the agency management receives a copy. Life producers get the original, and the CSR keeps a copy. The lead calls for only routine, brief attention from the CSR. He or she simply checks the item relevant to the insured, identifies the insured, and dates the form. It is not a burden in any way, but it is rewarding in ...

...commodity for almost everyone. Ease and speed often take priority over minor p...duplicative, inefficient, error-ridden and time-consuming practices - consumers won't tolerate that and will find other ways to buy insuran...

...pen, IMMS.com Key Sales Consultant Randy Schwantz has created a comprehensive ...evelop list of publishers with address and contact (date ): ______________ Mail article and follow up. Follow the steps in the Articles and Speeches section. Do it once — you’...

... PLANNING by Bill Grieb Disasters and emergencies can involve a single worke... store duplicate copies of its records and materials on the east coast. Re...

...ines lead forms, to minimize supply and usage problems. Each CSR should receive a pad of the forms and create each lead in duplicate or tripl...d with the adversary's agent's service and manner, and so underwhelmed with their own agen...