https://completemarkets.com/Article/article-post/2142/Is-Your-Web-Site-A-Potential-E-O-Headache/
...b presence would enable potential customers to find you. Although this has gre...unctionality be? Will they point the customer strictly to the agency Web site?...
https://completemarkets.com/Article/article-post/511/Avoid-E-O-Problems/
... taking some basic precautions: Be careful what you say to a client or prospec...
https://completemarkets.com/Article/article-post/2405/Can-Your-Agency-Become-Partners-With-A-Bank/
...offer insurance products to their customers. Most bankers, however, have only ...e of the initial questions that agents and bankers must ask and answer before moving forward with a...
https://completemarkets.com/Article/article-post/696/Agency-Telephone-Procedures-Time-Management/
...esk. Show empathy, which lets the customer know you understand how they feel a... Do you avoid industry jargon (slang) and use words clients can understand?
Do you thank your callers for holding?
Are you an interesting and enthusiastic person to talk to?
Would your supervisor and your co-workers agree with your ans...
https://completemarkets.com/Article/article-post/117/Transform-Your-Agency-With-The-Team-Concept/
...there issues that need to be taken care of? Keep your efficient team running s...team concept-save money, boost morale, and increase efficiency today!
https://completemarkets.com/Article/article-post/131/Catastrophe-Planning-Its-That-Time-Again/
...ersonal items that should be taken care of at home
Other measures and proced...when developing procedures. Plan ahead and make sure the agency does not becom...
https://completemarkets.com/Article/article-post/141/Personal-Lines-Records-Increase-Revenue/
...the following questions:
Are customer service representatives (CSRs) gett... Personal Lines reporting system today and watch your business grow!
https://completemarkets.com/Article/article-post/2071/MANAGING-THE-CLAIMS-HANDLING-PROCESS/
...ing a competent claims person take care of it. We recommend a separate claims... management, automation, clustering, Errors and Omissions, evaluations, mergers and producer compensation. You may E-ma...
https://completemarkets.com/Article/article-post/943/MANAGING-TO-AVOID-ERRORS-OMISSIONS-PROBLEM/
... act accordingly. Know what your customers want and need. Set up procedures that will treat them fairly and honestly, with respect for their intelligence and decision-making capabilities. Keep them informed of both the good and the bad news in a timely manner — and meet their expectations with courtesy and professionalism. Agent’s Respo...y evaluated with respect to financial and operational red flags that might in...
https://completemarkets.com/Article/article-post/986/Preserving-Agency-Value/
...insurance or failed to notify the customer properly if they were unable to obt...t on the morale of the other employees and the overall productivity of the agency, and yet the owners feel that they canno...