https://completemarkets.com/Article/article-post/1455/LTC-COVERAGE-COMES-OF-AGE/
...a dutiful son or daughter's farm. Today, adults live a lot longer after retire...g LTC coverage as an effective health-care option. To avoid such claims, the NCFE offers a waiver form and information about the LTC project. ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/695/Agency-Telephone-Procedures-Telephone-Messages/
... Telephone Procedures: Telephone Messages 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Karen Flaherty This content has not been rated yet. Telephone Messages Conveying messages has always played an important role in telephone work. Hundreds of pieces of information each day will be recorded by someone for transmission to someone else. When you answer the telephone and the party if unavailable, you will need to obtain several pieces of information from the caller if they wish to leave a message or be called back. Your responsibility is ... record it accurately and legibly so the call can be returned efficiently. We have all received messages we couldn't understand or couldn't read. It can be very frustrating for everyone concerned. Always record information carefully. Try to write the message as it is being given instead of trusting your memory. It is easy to verify names and numbers while the caller is still on the line. Never guarantee a callback. Never say, I'll have him call you. You cannot guarantee the actions of another person. Simply say, I'll make certain ... note the time and date it was passed along. When you pass message forms to co-workers, have a secure place to put them. More than one customer has been lost because the message fell on the floor or got filed away by mistake. The message collection center should be readily visible, and messages should be arranged in the order they were received. Deliver messages personally if you are responsible for them. Don't trust others to do your work for you. Any urgent' or emergency' messages should be given your personal ...
https://completemarkets.com/Article/article-post/1885/THE-UNIVERSAL-STRATEGY-FOR-FINDING-GOLD-HOW-TO-FIND-GREATER-OPPORTUNITIES/
...’s President and CEO to USA Today business reporter Lorrie Grant) Compa...s. In the meantime, watch what you do and listen to what you say. You might find that you look and sound like someone else. Answers: ...
https://completemarkets.com/Article/article-post/1080/GIRAFFES-EGGS-FROGS-AND-OTHER-MANAGEMENT-STRATEGIES/
...er hands full running the company's day-to-day operations. Curious as to what her str...excellence in customer service, sales, and leadership. Her new book , Selling ...
https://completemarkets.com/Article/article-post/921/IMPLEMENTING-OSHAS-BIOHAZARD-STANDARDS/
...particularly in the health field. Today, more than half of the doctors and den...rds regulations outlined in the OSHA standard. Bill Grieb is the editor of ...
https://completemarkets.com/Article/article-post/1893/MAXIMIZE-PERSONAL-LINES-PROFIT-WITH-BEST-PRACTICES-TIPS/
...e the processing of all renewals 60 days prior to the expiration date or premium-bearing endorsements the day of receipt. To confirm that standards ... published in The National Underwriter and is reprinted with permission. Shirl...
https://completemarkets.com/Article/article-post/695/Agency-Telephone-Procedures-Telephone-Messages/
...dreds of pieces of information each day will be recorded by someone for transm... We take messages to obtain accurate and adequate information.
Get 'Tim...
https://completemarkets.com/Article/article-post/87/E-O-Security-In-The-24-7-Agency/
...ether for a new client after a hard day’s work at the site of a current job. H...vised — clients who get what they want and deserve accurately and quickly, and a documented activity trail that’s easy to understand, easy to access, and credible.
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1475/CSR-COMPENSATION-MANUAL/
... be through the mail, over the telephone, and in face-to-face visits either in the agency or at the insured location. CSRs become involved in client and company demand contacts' when the producers are not available-one would hope that is at least 80% of the working day. Demand contacts are the questions you receive regarding billings, endorsement, claims, and anything else you handle after the client purchases your products. To perform these duties properly requires proper training, education, evaluation, and compensation. With these, your CSRs can ... through your own automated accounting system. In most states, you can only legally pay commissions to a licensed broker, solicitor, or agent. In other cases, those without a license may choose to leave the insurance business, or may not be dedicated to responsibly caring for clients' needs. For these reasons, only licensed individuals should receive sub-producer codes. To assign sub-producer codes through your carriers, you must discuss with your marketing representative or branch manager the possibility of him or her providing you with separate producer statements. Keep ... mind that, by using your companies' abilities for sorting production, you also may incur additional in-house bookkeeping duties. For example, you may wish to verify multiple, individual statements from your carriers each month. You also need to be aware that company-issued sub-producer codes will be printed on your clients' policy declarations. You could unintentionally wind up with a partner' keep this situation in mind. By assigning sub-producer codes on your internal automated system, you and your bookkeeper maintain control of production statements and policy coding. Recording this production ...
https://completemarkets.com/Article/article-post/1465/PRODUCER-COMPENSATION/
... producer to spend part of the work day performing administrative, managerial,... The key is to define attainable goals and determine a method of compensation ...