https://completemarkets.com/Article/article-post/19/Sample-Electronic-Communication-Policy/
...onic communications users should exercise caution when forwarding messages. Se...ot intended and must not be used to exercise employees’ right to free speech. ...
https://completemarkets.com/Article/article-post/639/Marketing-Opening-New-Territories/
...ke following a sensible diet and exercise routine to lose weight and enhance h...h your name by combining direct mail, storefront advertising, and hand-deliver...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2149/DOING-YOUR-DUTY-PROFESSIONAL-CONDUCT-E-O-AND-YOU/
... not liable for an insured's unpaid claim as long as the insurer was solvent when the policy was procured. However, the agent could still be held liable if, at a later time, when the insured could still be protected, the agent learned — or by exercising of reasonable diligence should have learned — of facts that would put a reasonable agent on notice that the insurer presented an unreasonable risk. Many jurisdictions have statutes that impose a higher degree of care on the placement of an insured's coverage with non-admitted carriers. Some statutes ... their agencies, we can assume that the enlightened ones will either seek training to become system-literate or depend on someone who has this training for all transactions. Outside producers gather data out of necessity, but the integrity of this data isn't always reliable. The solution: Equip producers with appropriate forms that reflect the requirements of the system – and let them know that using other "forms," such as cocktail napkins, is as breach of the system. As for system-loathing employees who have been with the agency since the ... tablets came down from the mountain, give them a clear message: Adapt or leave! To find out if your system is working, audit the flow of transactions through the 10 agency service components. Have this audit done by an objective observer. In other words, don't let folks audit their own trails, so that they can learn the strengths and weaknesses of their subordinates and identify training needs. The audit format should reflect your agency's procedures and objectives. For example, if your policy is to offer umbrellas to each Commercial ...
https://completemarkets.com/Article/article-post/2149/DOING-YOUR-DUTY-PROFESSIONAL-CONDUCT-E-O-AND-YOU/
... not liable for an insured's unpaid claim as long as the insurer was solvent when the policy was procured. However, the agent could still be held liable if, at a later time, when the insured could still be protected, the agent learned — or by exercising of reasonable diligence should have learned — of facts that would put a reasonable agent on notice that the insurer presented an unreasonable risk. Many jurisdictions have statutes that impose a higher degree of care on the placement of an insured's coverage with non-admitted carriers. Some statutes ... their agencies, we can assume that the enlightened ones will either seek training to become system-literate or depend on someone who has this training for all transactions. Outside producers gather data out of necessity, but the integrity of this data isn't always reliable. The solution: Equip producers with appropriate forms that reflect the requirements of the system – and let them know that using other "forms," such as cocktail napkins, is as breach of the system. As for system-loathing employees who have been with the agency since the ... tablets came down from the mountain, give them a clear message: Adapt or leave! To find out if your system is working, audit the flow of transactions through the 10 agency service components. Have this audit done by an objective observer. In other words, don't let folks audit their own trails, so that they can learn the strengths and weaknesses of their subordinates and identify training needs. The audit format should reflect your agency's procedures and objectives. For example, if your policy is to offer umbrellas to each Commercial ...