https://completemarkets.com/Article/article-post/971/AVOIDING-ADVERSE-LEGAL-DECISIONS/
...rom 1969 to 1989, the volume of employment discrimination lawsuits increased b...that is often done to the productivity and sales activity of the agency operat...
https://completemarkets.com/Article/article-post/1528/LEGAL-OUTLINE-FOR-CALIFORNIA-AGENCIES-TABLE-OF-CONTENTS/
.... Trade secret claims 4.3.2. Employment claims 4.4 Incorporation 4.5 ...in dealing with the agency, my assets, and my doctors, if I become disabled? S...
https://completemarkets.com/Article/article-post/948/EXTERNAL-GROWTH-WITH-SUCCESSFUL-ACQUISITIONS/
...t upon possible termination of employment/agreement or sale of agency. Review of employment agreements. Who has them and what ...ible, come up with a composite profit and loss statement, combined company volumes and loss ratios, and distribution by line of business. D...
https://completemarkets.com/Article/article-post/227/Emerging-E-O-Loss-Exposures/
...mbrella & Excess Liability, Employment Practices, home-based businesses, i...iligence can help reduce the frequency and severity of E&O claims as well ...
https://completemarkets.com/Article/article-post/234/E-O-Claims-The-Discovery-Process/
...crete stages of 'discovery' in an Errors and Omissions (E&O) claim. Discovery b...rocess, before a lot of damage is done and heavy expenses incurred.
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/691/Using-Automation-Systems-To-Measure-CSR-Performance/
... Errors are another side of the coin. While speed is important, don't emphasize it if the result is CSRs who process tons of work but make mistakes that could create an errors and omissions situation. DESK AUDITS Many agencies have tried to correlate speed with accuracy by employing additional methods to measure CSR performance. One method is desk audits. During a desk audit (unannounced), a supervisor will go through a CSR's work in progress, including unprocessed mail and pending items on their desk, checking for accuracy and timeliness. Desk ... &O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Using Automation Systems To Measure CSR Performance 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Karen Flaherty This content has not been rated yet. Your agency management system offers a number of tools for evaluating CSRs. Many agencies are using their automation systems to provide information on CSR job performance. One common computer-based evaluation program measures the volume of work that each CSR processes. The program produces a report from the information ... transaction logs/activity reports are usually measured and compared over a six-month period. This assumes that over the long run, other CSRs will have had similar experiences and the numbers will even out. Volume of work processed is one aspect of the CSR evaluation process. Errors are another side of the coin. While speed is important, don't emphasize it if the result is CSRs who process tons of work but make mistakes that could create an errors and omissions situation. DESK AUDITS Many agencies have tried to correlate speed with accuracy by ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/114/Keep-Employees-Happy/
... I would want to be treated? ' The more I talk to agents, the more I realize something has to be done to help employees feel happier in the agency environment. Employees just aren't happy. Paperwork is overwhelming. Interruptions are usually at a peak. Employers are looking for increases in their revenue per worker. Work, work, and more work is being piled on everyone. We have to keep growing! We can't afford to hire additional staff! We need to increase our bottom line if we want to survive. ... has not been rated yet. Have you ever asked yourself, Am I treating my employees the way I would want to be treated? ' The more I talk to agents, the more I realize something has to be done to help employees feel happier in the agency environment. Employees just aren't happy. Paperwork is overwhelming. Interruptions are usually at a peak. Employers are looking for increases in their revenue per worker. Work, work, and more work is being piled on everyone. We have to keep growing! We ... time off program, uninterrupted time, and special benefits. Keep your employees happy, and everything else will fall into place - increased business, increased efficiency, and increased revenue! Grace Bauer helps insurance agencies put together customized procedural manuals to secure consistency, protect against errors and omissions, attain security, and increase efficiency. She can be reached at The Grace Bauer Group, P.O. Box 08121, Fort Myers, FL 33908, (800) 896-4226, fax (941) 489-1525, e-mail [email protected] . Login ...
https://completemarkets.com/Article/article-post/114/Keep-Employees-Happy/
... are recruiting CSRs from nearby agencies, and the best offer wins!
How can y...reased business, increased efficiency, and increased revenue!
https://completemarkets.com/Article/article-post/20/Dont-Let-An-E-O-Deductible-Hurt-Your-Agency/
...ployees who are key to causing an Errors & Omissions (E&O) claim shoul...oyees well, monitoring agency systems, and using standard operating procedures.
https://completemarkets.com/Article/article-post/810/New-Accounts-Are-Hiding-In-Your-Files/
...cept Group coverages at his/her employment and if there doesn't seem to be an attract...rospect list. Ask each for AOR letters and tabulate results.