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/1707/INSURANCE-DISTRIBUTION-TRENDS-AND-THE-EFFECTS-OF-CHANGE/
...s are clearly willing to pay for services rendered, but the greatest challenge...ively distribute their products and services. Compensation needs to be p...
https://completemarkets.com/Article/article-post/2033/WORKFLOW-COMPLIANCE/
...y identifying weaknesses in your services and processes at the individual ...
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/996/AGENCY-PRODUCTIVITY-LEVELS-CONTINUE-TO-IMPROVE/
...ment return and compensation for services rendered. Note that 15.2% to 39.3% o...
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/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/3/E-O-Maintaining-Suspense-Systems/
... management system that has a great suspense module. Your staff might even use the suspense feature in some manner. However, we frequently find service staff who use other suspense systems — either in conjunction with or in place of — the agency management system. Adding new technology and software features to the CSR and sales desktop creates a new phenomenon — feature overlap. The agency management system diary system is duplicated by the Outlook follow-up system, which is duplicated by the new submission tracking system. The list goes on and on. DEFINE SUSPENSE A good definition of suspense is "a temporary entry pending the receipt of an expected item or information." Suspense is the expectation that an event will occur. It also ensures that appropriate action is taken if the event does not occur. Let's use the ... when it comes to E&O , there's very little in print about the importance of effective suspense procedures. In this document, Patricia Alexander explains why keeping suspense current is important and how it can affect your E&O . You probably have an agency management system that has a great suspense module. Your staff might even use the suspense feature in some manner. However, we frequently find service staff who use other suspense systems — either in conjunction with or in place of — the agency management system. Adding new technology and software features to the CSR and sales desktop creates a new phenomenon — feature overlap. The agency management system diary system is duplicated by the Outlook follow-up system, which is duplicated by the new submission tracking system. The list goes on and on. DEFINE SUSPENSE ...
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/2031/Evaluate-Workflows-In-The-New-Workplace/
...ts online, the more widely these services will become available. Demand drives...