https://completemarkets.com/Article/article-post/19/Sample-Electronic-Communication-Policy/
Sample Electronic Communication Policy
Every fir...pression that the sender signed an electronic mail message or other electronic communications.
https://completemarkets.com/Article/article-post/2459/Electronic-Records-Admissibility/
Electronic Records Admissibility
Are electronic records admissible in court? How lo... tendency to want to keep electronic records longer. An agency might not want to keep electronic records longer than pap...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/476/Imaging-A-Powerful-Tool-To-Increase-Productivity/
... documents (financials, pictures, loss runs, notes, summaries, etc.) can be scanned and e-mailed to the underwriter. A return receipt lets the agency person know that the underwriter received the submission and allows the marketer to track the progress of the submission electronically. Marketing Information. Information that's not e-mailed from carriers can be scanned and stored in a central file for reference by everyone. Carrier-specific forms or non-standard forms can also be scanned for easy access and even set up as templates. Claims. The claims department can ... 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 Imaging: A Powerful Tool To Increase Productivity 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Sharon Cunningham This content has not been rated yet. Use these guidelines to implement a comprehensive imaging system. Many agencies are testing imaging as a ... 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 Imaging: A Powerful Tool To Increase Productivity 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Sharon Cunningham This ...
https://completemarkets.com/Article/article-post/744/The-Agency-Management-Process/
...fashioned mail to an economical electronic method.
Postage costs are only a pa... copied to the software and stored electronically.
In addition to cutting cost...
https://completemarkets.com/Article/article-post/476/Imaging-A-Powerful-Tool-To-Increase-Productivity/
...the progress of the submission electronically.
Marketing Information. Info...vailable indexing options to retrieve imaged documents using a variety of loo...
https://completemarkets.com/Article/article-post/482/Two-Claims-Scenarios-Show-Value-Of-Electronic-Processing/
Two Claims Scenarios Show Value Of Electronic Processing
If you have any dou...bout agency programs.
Implementing electronic processing takes time and effort...
https://completemarkets.com/Article/article-post/93/Non-Web-Site-Planning-Office-Layout/
...gers actually encourages better electronic file documentation and internal E-m...s necessary for reference, project management, and performance review.
Av...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/487/Selling-Insight-Growing-Pains/
... Customer service representatives can also hinder productivity by using cumbersome procedures, rather than working with automation. A common practice is to print and send forms from the company fax machine, rather than faxing them directly from the agency system. A CSR who works efficiently from the electronic file can to process the transaction while the customer is on the phone, eliminating the additional steps and possible errors that result from writing down information and processing it later. Agencies that have implemented automated procedures have increased productivity and lowered compensation costs. PERFORMANCE MANAGEMENT Achieving ... ratios, which result from qualifying prospects and better data gathering. AUTOMATED PROCEDURES Technological advances make it possible to work in a paperless environment. Agency management systems can record all policy details, attach letters, digital pictures and e-mails, and store any document in an accompanying imaging system. If agencies still maintain paper files, it's usually because producers insist on them because they've never learned to use automation systems. Customer service representatives can also hinder productivity by using cumbersome procedures, rather than working with automation. A common practice is to print ... 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 Selling Insight: Growing Pains 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Sharon Cunningham This content has not ...
https://completemarkets.com/Article/article-post/488/Wrestling-Profits-From-Small-Commercial-Accounts/
...les and have relevant documents electronically attached to the appropriate cli...he same information twice.
Agency management system reporting capabilities ca...
https://completemarkets.com/Article/article-post/487/Selling-Insight-Growing-Pains/
... who works efficiently from the electronic file can to process the transaction...ed compensation costs.
PERFORMANCE MANAGEMENT
Achieving high profitability als...