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/1625/INSURANCE-POLICIES-DEMAND-CAREFUL-REVIEW/
...use insurance policies are legal documents, some agents and brokers mistakenly...ember: Insurance policies are legal documents- treat them that way! This a...
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/3/E-O-Maintaining-Suspense-Systems/
...ive suspense procedures. In this document, Patricia Alexander explains why kee...se from January through last Friday
and complete the form below:
...
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.
https://completemarkets.com/Article/article-post/2156/E-O-LEGAL-ACTIONS-THE-AGENCY-NEMESIS/
...tinuity in all four actions. 7. Document the actions contained in No. 1 to 6 ...nt is that it should exist. Innovation and creativity have no place in the she...
https://completemarkets.com/Article/article-post/971/AVOIDING-ADVERSE-LEGAL-DECISIONS/
...bably better off without written documentation unless and until you can start ...that is often done to the productivity and sales activity of the agency operat...
https://completemarkets.com/Article/article-post/2265/THE-NEXT-GENERATION-OF-INSURANCE-AGENCIES/
...cking policy forms for errors or documenting feverously to avoid Errors & Omi...ow them to share in the firm's success and profits. Today, you need wisdom, n...