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/Article/article-post/357/Marketing-With-Newsletters/
...s
Newsletters. We see them every day. We subscribe to them, get them for fr...ne-to-one connection between customers and you, which results in more calls, more interest, more business, and greater profits. Can an agency affo...
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/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/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 ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1893/MAXIMIZE-PERSONAL-LINES-PROFIT-WITH-BEST-PRACTICES-TIPS/
... standard or benchmark exists for the number of Personal Lines accounts a CSR should handle. But the agency can establish standards defining what it means for a CSR to be caught up' or current. For instance, an agency might require the processing of all renewals 60 days prior to the expiration date or premium-bearing endorsements the day of receipt. To confirm that standards are being met, incoming mail can be date stamped, prioritized (A = high, B = medium, C = low), and sorted by activity into color ... transactions (cross-selling, upgrades, renewals, and premium-bearing endorsements) and processing. Or consider having all new business transactions booked by one CSR who then hands the account off to someone else for servicing. 5. Manage your Personal Lines carrier relationships. Start with the careful selection of company partners. Make sure the company has an appropriate fit with the agency-not just products and pricing that fit the agency's targeted client base, but companies that have similar visions, view the agency as a strategic partner, and will provide the service and ... , treat your companies with respect and honesty. All these steps can lead to more profitable Personal Lines operations. This article was originally published in The National Underwriter and is reprinted with permission. Shirley Lukens can be reached at Reagan Consulting, Inc., 7 Piedmont Center, Ste. 417, Atlanta, GA 30305, (404) 233-5545, fax (404) 237-5996. Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to join? Need insurance for you, ...
https://completemarkets.com/Article/article-post/1475/CSR-COMPENSATION-MANUAL/
...that is at least 80% of the working day. Demand contacts are the questions you...work lives more organized, interesting and fulfilling.