https://completemarkets.com/Article/article-post/985/ERRORS-AND-OMISSIONS-CONSIDERATIONS/
Errors And Omissions Considerations
ERRORS AND OMISSIONS CONSIDERATIONS by Carol H...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/2142/Is-Your-Web-Site-A-Potential-E-O-Headache/
...cy’s web site present a potential Errors & Omissions headache? The answer ...ick fixes. It takes strategic thinking and ongoing effort.”
Conclusion
Where i...
https://completemarkets.com/Article/article-post/2156/E-O-LEGAL-ACTIONS-THE-AGENCY-NEMESIS/
...ost common practices that lead to Errors and Omission actions filed in court. ...nt is that it should exist. Innovation and creativity have no place in the she...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2663/The-New-Employees-Greatest-Need-Proper-Training/
... test" (if a job candidate can fog a mirror, they're hired) . Make a detailed list of the type of person you want for the position, and make it non negotiable. The position standard should include such elements as communications skills, experience, education, appearance, etc. Don't settle for second best. The high cost of training a new employee should only be invested in the right person. CREATE A TRAINING MATRIX This should include basic items for all employees, together with specific standards for the job of ... cover education on the coverages for which the employee will be responsible, variations among the policies issued by the companies you represent, and general insurance education. Other areas of focus should include proper use of the agency management system (your computer system and software); Errors and Omissions, binding authorities, agency operating standards (dress, breaks and lunch, dos and don'ts, etc.); and the special responsibilities of their job. GIVE THE NEW EMPLOYEE A DETAILED PROCEDURES MANUAL Even better, store this manual on your network ... that the employee can study and reference the material at any time. You do have a written Procedures Manual, don't you? If not, you'll find a great one at http://www.jackfries.com/product.htm . Finally, schedule regular follow ups with the new employee to find out how they're progressing and answer any questions they might have. If you plan training well, you'll have more productive, happier employees in a shorter period of time. Good hunting! The goal of the CompleteMarkets editor is to bring valuable content to ...
https://completemarkets.com/Article/article-post/2212/LIFE-HEALTH-E-O-AVOIDANCE/
...ife and Health insurance involves Errors & Omissions exposures that require s...bility insurance provides — and the security of E&O will help you p...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/132/Agencies-Are-Getting-Help-These-Days/
... the local, state, or national level, insurance associations are wonderful. Don't be afraid to call them - they're there for you. If an association doesn't have the answer, they'll get it for you. Often associations already have what you need, such as education, errors and omission coverage, and marketing programs. Ask them! I'm not a member of any insurance association, but, whenever I call, someone is always willing to help me. Call them if you have any question! AUTOMATION VENDORS At times just ... about agency management systems is overwhelming. If you already have an automation system, contact the vendor if you need help. After all, that's why you purchased the system - to be able to work more efficiently. But often we purchase management systems to work for us and then find ourselves working for them. Make your agency management system work for you. Call automation vendors to get tips on saving more time. If you've had your system for a while, call anyway - there are probably things you still don't know about ... system. INSURANCE COMPANIES Insurance companies want you to write more business. If agencies are willing to write more business, then companies are willing to help even more. Call them! Insurance companies will help in many ways, such as marketing programs, financing, the purchase of automation systems, yearly renewal letters, account rounding resources, and special mailings. I'm sure I'm just scratching the surface. Tell them what you can do for them, and ask them specifically what they can do for you. CONSULTING FIRMS Consultants are here ...
https://completemarkets.com/Article/article-post/2663/The-New-Employees-Greatest-Need-Proper-Training/
...ur computer system and software); Errors and Omissions, binding authorities, agency operating standards (dress, breaks and lunch, dos and don'ts, etc.); and the special responsibilities of their ...ee to find out how they're progressing and answer any questions they might hav...
https://completemarkets.com/Article/article-post/934/Epl-And-E-O-What-You-Need-To-Know/
...e vulnerable to charges of broker errors and omissions (E&O).
Savvy brokers and agents have been advising their client...t to learn the details of EPL coverage and sell more coverage with confidence, there's no substitute for reading and understanding as many different policy forms as you can. Knowing what to look for and what to avoid is essential, but lea...
https://completemarkets.com/Article/article-post/1050/MEASURING-SUCCESSFUL-TRAINING/
...ur agency protect itself against errors and omissions. Applying New Compete...excellence in customer service, sales, and leadership. Her new book, Selling ...
https://completemarkets.com/Article/article-post/132/Agencies-Are-Getting-Help-These-Days/
...what you need, such as education, errors and omission coverage, and marketing programs. Ask them! I'm not ...you. Turn to your insurance companies. And consulting firms can help, too - ju...