https://completemarkets.com/Article/article-post/959/CENTRALIZING-CUSTOMER-SERVICE/
...nies that offer agents a menu of services from which to choose are more likely...
https://completemarkets.com/Article/article-post/1815/CUSTOMER-SERVICE-AS-PROFIT-CENTER/
...ents align with agency products, services, business goals, and objectives. Dev...
https://completemarkets.com/Article/article-post/1859/AUTOMATION-INFORMATION-SYSTEMS-MANAGEMENT/
...ed by the automated CSS without duplicating information entry (this is true si...
https://completemarkets.com/Article/article-post/2812/Data-Engineering-Services-for-the-Insurance-Industry/
...ata pipelines
Cleansing, deduplicating, and validating data
Enabling...re too, building the interfaces and services that expose data cleanly from cor...
https://completemarkets.com/Article/article-post/488/Wrestling-Profits-From-Small-Commercial-Accounts/
...ues to service, CSRs must avoid duplicating tasks. We’ve worked with some agen...
https://completemarkets.com/Article/article-post/2574/Sample-Presentation-Package/
...one equipment and fax machines, duplicating equipment, and other critical busi...
https://completemarkets.com/Article/article-post/977/HIGHER-EXPECTATIONS-EQUAL-GREATER-PROFIT-MARGINS/
... direct result of higher levels of productivity attained by sales, service, and support personnel. There is a tremendous difference between simply keeping the employees busy and keeping them busy making a profit. Creative people who are encouraged to use innovative techniques will solve problems faster. In decreasing the amount of time, they will be increasing hit ratios and retention rates while lowering operating expenses. By reducing errors and duplication of effort, an enthusiastic and efficient group of employees will respond better to the needs of present and future customers. We are convinced that the single most effective way to improve productivity levels, increase your agency's value and enhance your own quality of life is to cultivate superior people. Make the management commitment to accept only the cream of the crop. Spend the necessary time and money to locate ... x No Thanks Loading.. Higher Expectations Equal Greater Profit Margins 4/30/2013 by CompleteMarkets Editor , Carol Hammes This content has not been rated yet. &# 160 HIGHER EXPECTATIONS EQUAL GREATER PROFIT MARGINS by Carol Hammes Greater profit margins and elevated agency values are the direct result of higher levels of productivity attained by sales, service, and support personnel. There is a tremendous difference between simply keeping the employees busy and keeping them busy making a profit. Creative people who are encouraged to use innovative techniques will solve problems faster. In decreasing the amount of time, they will be increasing hit ratios and retention rates while lowering operating expenses. By reducing errors and duplication of effort, an enthusiastic and efficient group of employees will respond better to the needs of present and future customers. ...
https://completemarkets.com/Article/article-post/2359/The-Business-Development-Plan-Part-1-Of-4/
... calls every day-no exceptions, no excuses. If your renewals increase by X%, and your account development increases your average premium per policy by Y%, what will the increase in premium be? How much will this increase your annual commission? Hold onto this figure — you'll need it later. NEW BUSINESS There are many programs and plans for developing new business, so I won't try to duplicate them here. Consider who you want to target, where they are, how to get your product in front of them, and how to make the sale. You should also consider what your market share is and what you'd like it to be. Don't think you're too small to be concerned about market share. Once you determine your geographic territory, it's relatively easy to determine the number ... plan for growing your agency's business. INTRODUCTION The mission statement gives your agency its overall focus and direction. The business development plan determines what goals you need to meet in the coming year to attain the mission. Do not overcomplicate the process- keep it as simple as possible. The plan should address the following: Growth in terms of acquiring new and retaining old customers Profit from every product or service Productivity and cost effectiveness Personnel planning and development Don't look at any of these goals in isolation; keep their interrelationship in mind. For example, let's say that the producers plan to increase new business 20% . This might indeed gain them more commission, but the support team might not be ready to process the increase. If service begins to lag as a result of increased work, processing ...
https://completemarkets.com/Article/article-post/95/The-ABC%E2%80%99s-Of-E-O/
... can help you and your staff do the job. IDENTIFICATION CARDS Although this might sound a little strange; last year an agency told me they had an E&O claim because someone in the office issued an ID card without covering the car on the account. Make sure an auto is covered before issuing an ID card. LETTERS If you haven't checked your form letters lately, review them for duplications, grammar, spelling, conciseness, and a thank-you. We tend to place a lot of letters in our system without assigning anyone to maintain the listing. You might also check some of the general letters sent by the staff. You could be surprised! LIENHOLDERS Agents tend to keep entering lienholders into their system creating duplicates, duplicates, and more duplicates. Consider having one person in the ... , other agencies have just stopped processing MVRs and put the responsibility on the company. Make sure your agency is in compliance under the Fair Credit Reporting and Graham-Leach-Bliley Acts. Graham-Leach-Bliley acts. NOTES Document everything — including phone calls, in and out visits, and internal notes into the agency management system. NO EXCEPTIONS!! PHOTOGRAPHS Make sure that all photos are taken by agency, company, or service staff only. You might pick up something that the insured wouldn't see or want to see in a photo. PRODUCERS Train producers to document all phone calls, visits, and internal transactions. Some agencies have their producers keep pads with them for this purpose. The producers then give the customer service representative their notes to scan into the system. PROPOSALS Get all producers to agree on using a ...
https://completemarkets.com/Article/article-post/2264/OFFERING-RISK-MANAGEMENT-SERVICES-TO-CLIENTS/
...er to build a better mousetrap. Duplicating the existing program makes price,...