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/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1056/AGENCY-OWNERSHIP-CHANGES-CALL-FOR-EXTRA-CUSTOMER-TLC/
... . About Us Services Jobs PR Newsletters Employees Articles Blog Photos Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, 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 Agency Ownership Changes Call For Extra Customer Tlc 4/30/2013 10:36:34 PM ... Huling warns that without proper new customer handling procedures in place, an agency that's been sold or merged into another can plunge the policyholder into a state of frustration and confusion. The result: Lost business and a soiled reputation. If you think customers don't need extra care when changes occur with their agent and insurance program, think again. In the past month, a neighbor and family member relayed their personal stories to me about the service (or rather lack of it) that they've received from new independent agent affiliations. Both ... Charlotte, they did what many people do to find good professional advisors. They asked neighbors, coworkers, and friends for referrals. Following the recommendation of a friend, they found an agent and were satisfied with that choice for 12 years. Their multi-line Personal insurance package includes Auto, Home, Umbrella, and Boat policies. Jan told me that she felt their business was valued and service was good. One day, Jan and Bob received a letter from their agent advising that he was selling his agency to another local agent ...
https://completemarkets.com/Article/article-post/719/The-Impact-Of-Customer-Care-On-E-O/
The Impact Of Customer Care On E&O
Does your customer service provide effective protectio...unity to increase income per account, and subjecting your agency to a loss of dollars, E&O coverage, and public opinion.
https://completemarkets.com/Article/article-post/1056/AGENCY-OWNERSHIP-CHANGES-CALL-FOR-EXTRA-CUSTOMER-TLC/
... Ownership Changes Call For Extra Customer Tlc
AGENCY OWNERSHIP CHANGES CALL FOR EXTRA CUSTOMER TLC by Emily Huling During times of transition, customers have special needs. Emily Huling warns that without proper new customer handling procedures in place, an ag...rance industry achieve excellence in customer service, sales, and leadership. Her new book, Selling f...
https://completemarkets.com/Article/article-post/2212/LIFE-HEALTH-E-O-AVOIDANCE/
...d-in-hand with the E&O carrier to carefully respond to any payment demand. Double-check exclusions. Determine any vulnerability on your part. And remember: strong in-house control procedures, education and training, and documentation will go far to help pro...bility insurance provides — and the security of E&O will help you p...
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/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/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/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/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!