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Sample Electronic Communication Policy
Every fir...pression that the sender signed an electronic mail message or other electronic communications.

... E-mail addresses of all employees. Provide laptops for outside personnel. Your clients expect your outside people to be virtual offices. If they don't have laptops when they enter the client's office, it's like going to a supermarket checkout line that employs an abacus instead of an electronic register. To position yourself as a cutting-edge company, use the best tools available. Use company-wide E-mail to honor employee performance. Everybody likes to be recognized and this reinforces your firm's commitment to the electronic world. Design Internet scavenger hunts to promote electronic research. ... you've implemented point No. 1, this is a fun way to motivate employees to learn their way around the cyberworld. Establish an electronic suggestion box. This offers the more computer-aware members of your company an opportunity to expand your technological horizons. Many of them were born into the computer generation and can offer you excellent ideas. Publish an electronic version of your employee handbook. Again, this reinforces your commitment to automation and promotes paper-free, efficient operations. Honor an electronic employee of the month. It may be the person who ... x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. CompleteMarkets 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us contact_phone Click ...

... within the agency that might be triggering cancellations. Expiration Reports. Run agency and direct bill expirations monthly. Believe it or not, one agency expiration review found an E&O situation that the company had missed — it wasn't even listed on the company report. Electronic Communications/Interface. Check to see that all company communications and downloads are performing well. Keep up-to-date on new systems. Make sure that things are running smoothly. Marketing Plans. If you have a marketing plan, track its progress and be prepared to make ... if necessary. Notes/Activities. Run reports per employee randomly to make sure that all activities are entered in the system and that there are no gaps. Suspense. Review suspense lists per employee weekly and make sure all employees are keeping up with the suspense. Most agencies have a serious problem here. CONCLUSION It's really as easy as that. Delegate employees to keep track of these areas and then have monthly meeting asking for updates in all areas. Get everything in writing and make the staff accountable. I realize that you ... x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. CompleteMarkets 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us contact_phone Click ...

... 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 Boosting Employee Morale Electronically 4/30/2013 12:00:00 AM by Jack Burke This content has not been rated yet. Everyone seems to be concentrating on the needs of their clients lately — but how about your employees? Are you using Internet technology and access to ... could mail or fax it, because they didn't have individual e-mail. All e-mail went to a central address and could only be accessed at one computer! Embarrassment is definitely not high on the top 10 list of morale-boosters. If Web-enablement for each employee can improve their performance, increase their job satisfaction, enhance the services provided to your clients, begin to educate them on the coming world of business, improve your prospecting results, and significantly augment your profits, can you afford not to do it? Here are a few thoughts ... x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. CompleteMarkets 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us contact_phone Click ...

... give your agency the best chance of winning an E&O judgment, you need to comply with these practices: The files must be the Primary Source of Information. This only becomes a problem if you have a dual filing system, for example paper files and electronic files. When maintaining a dual files system, both files must be identical. In other words, if your staff notes a phone conversation in the paper file, they should also note it in the activity log of the electronic file. My recommendation is that ... maintain one or the other. The data contained in these files must be Input in the Normal Course of Business. This means that CSRs or other agency personnel should enter data into the files while performing their agency duties. The Agency Relies on the Accuracy of the Record. The information in the files must be accurate and agency personnel must rely upon this fact. This applies whether you are maintaining manual (paper) or electronic files. The information must be Input By Competent Personnel. Every employee must have proper training to the ... x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. CompleteMarkets 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us contact_phone Click ...

...ident/nonresident agent status, electronic signatures, and electronic commerce in general. What’s certain...n all these cases, it’s essential to review renewal policies and forms, and ne...

... of the request documented electronically and/or filed in the t-file? ...se a transaction of issuing binders, review the binders to ensure t...

... help you. For example, "By the way, I've identified several members of your association as people we could probably help in much the same way that we helped you. Would you happen to know Joe Jones at Jones Electric, or Mark Short at ABC Electronics?" ASK WHY THEY'RE A GOOD PROSPECT After your source has given you the referral, ask them to tell you about them. They'll give you great info, and sell you on why the prospect should buy from you. MAKE IT EASY FOR PEOPLE TO ... to use telemarketing to solicit new prospects, you must also decide whether you're going to do this in-house or outsource it. If you do in-house telemarketing you'll need to staff, train, and manage that department. Very few small and midsize agencies have the capabilities of performing these tasks properly. If you outsource your telemarketing, it's important to select a reputable company that's familiar with insurance telemarketing. They should have the capability of not only contacting the prospect for x-dates, but also of providing you with a list of the prospects to ... x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. CompleteMarkets 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us contact_phone Click ...

... not using the service capability of the A/ISystem. For example, many agencies surveyed failed to perceive the value of automated policy retrieval, either because they don't understand the capabilities of ACORD forms or because many CSRs find it difficult to replace their paper files with electronic records. Fearing employee resistance to electronic policy retrieval, most agency principals choose to avoid the issue. This is unfortunate because policy retrieval improves both efficiency and the quality of customer service. Only management can make the decision to overcome employee resistance to using the service ... not sure. For the past three years, I've crisscrossed the country teaching agency principals and managers how to evaluate their agency's use of automation. I'd like to share several observations based on this experience, then give you a tool to help you evaluate your own agency's automation performance. Each agency I visited had been using a comprehensive A/ISystem for more than six months. They all had a working knowledge of automation, but were by no means techies. In short, they were average automated agencies. Their automation usage was measured using ... x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. CompleteMarkets 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us contact_phone Click ...

... to happen to the CD-ROMs and the DVD-Rs that we're using to archive our precious data, such as our digital photos? Are they doomed? Will they become useless (except as coasters)? This is an issue that every agency should address as part of their electronic document management process. Here are some ideas to help you stay ahead of the storage curve: Avoid proprietary storage media Iomega's proprietary storage solutions offer one example of how dangerous they can be. Each new technology (Bernoulli, Jaz, Zip, Rev) has ... : Consider removable media simply as a convenience for transporting data, not a place to store your data over the long term. Hard disk storage is incredibly cheap, and it's getting cheaper. Online backup services are also a viable option. My personal data backup is performed automatically for me to a secure off-site storage facility from which I can retrieve the data at any time. The growth of broadband networks is making the act of transporting files (except movies, for now) by disk cumbersome at best. Storing important documents for ... x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. Scurich Insurance Services 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us ...