https://completemarkets.com/Article/article-post/233/Agency-Automation-An-E-O-Resource/
...r agency automation system? This document by Ken Buehler examines some of the ...ld work to adopt practices that reduce and diminish the frequency and severity of these risks.
https://completemarkets.com/Article/article-post/985/ERRORS-AND-OMISSIONS-CONSIDERATIONS/
...uding owners) follow them. Document every conversation with insureds and...dures that will treat customers fairly and respect their intelligence and decision-making capabilities. Keep them informed of good news and bad in a timely manner. And meet their needs with courtesy and professionalism. A satisfied insure...
https://completemarkets.com/Article/article-post/1452/PROCEDURES-IN-AN-AGENCY/
...By not issuing proper binders or documentation of coverage Through failur...g to an insured that you do not understand. Promise anything that yo...
https://completemarkets.com/Article/article-post/135/Document-Everything/
Document Everything!
Document every phone call, visit, and staff c... and make sure all agency staff are documenting everything!
https://completemarkets.com/Article/article-post/105/Final-Check-Protect-Against-Errors-And-Omissions/
Final Check: Protect Against Errors And Omissions
...ted, and the exposure to unnecessary errors and omissions will decrease substantially!
...
https://completemarkets.com/Article/article-post/1589/DEMAND-CAREFUL-POLICY-REVIEW/
...use insurance policies are legal documents, some risk managers might assume th...rom Warren, McVeigh & Griffin for risk and insurance professionals.
https://completemarkets.com/Article/article-post/932/DEVELOPING-BROKER-SERVICES-AGREEMENTS/
...EEMENTS by Gary Griffin This document by Gary Griffin illustrates the deta...ements can pave the way from which you and your insured can develop a service ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1589/DEMAND-CAREFUL-POLICY-REVIEW/
... Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Demand Careful Policy Review 4/30/2013 10:40:04 PM by CompleteMarkets Editor This content has not been rated yet. DEMAND CAREFUL POLICY REVIEW Because insurance policies are legal documents, some risk managers might assume that they've been subject to meticulous examination by the insurer and the broker before being delivered. A careful review of the policy by the drafters and by the broker or agent should guarantee that the policy fully expresses the intentions of the ... 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 Demand Careful Policy Review 4/30/2013 10:40:04 PM by CompleteMarkets Editor This content has not been rated yet. ... of named insured or additional insureds Property descriptions, locations, limits of liability, and deductibles incorrectly scheduled or outdated Missing endorsements Unexpected endorsements Too frequently policies are delivered with such obvious omissions, abominable punctuation, and flagrant typographical errors that one might question whether the document was ever read, let alone reviewed. Especially disturbing is the practice of some insurers who borrow' wording from a competitor's policy form that's replete with errors! The borrowing problem is most acute with manuscript and heavily endorsed policies ...
https://completemarkets.com/Article/article-post/136/Documenting-Procedures-Concern-Employees/
Documenting Procedures Concern Employees
...s
Be sure to explain these benefits — and the process should go smoothly.
https://completemarkets.com/Article/article-post/134/Consider-Outside-Help-Today/
...ns exposures. In this document, Grace Bauer tells you how to work e..., employees tend to listen to and follow them.
Consider outside help today and you'll save time and increase efficiency.