https://completemarkets.com/Article/article-post/1337/RESERVATION-OF-RIGHTS-LETTERS-A-RISK-MANAGERS-GUIDE/
..., for example, this has created a whole cottage industry of Cumis counsel, tak... for companies to strengthen their own insurance and risk management programs, learning from the past to avoid future perils. This article originally appeared in the Risk Management Letter, published by risk management consulting firm Warren, McVeigh & Griffin, Inc. © Copyright 1994 Griffin Communications, Inc., Newport Beach, CA 92660. No repro...
https://completemarkets.com/Article/article-post/187/Suspense-System-Control/
...al renewal dates.
4) Punch three holes in the renewal control list and maintain it in a three-ring binder on your desk.
a) Create a separate ...onal satisfaction: It's always satisfying to know you can do a job well and handle things professionally - without requiring the services of a certified sleuth.
Implement one (or a combination) of the four suspense systems to realize time- and money-saving benefits.
https://completemarkets.com/Article/article-post/641/Set-Marketing-Expectations/
...would keep throwing money down the hole. You have one of two choices: Terminate the program, or fine-tune the effort to improve results and...he dead giveaway to ego-centered marketing is when an agent tells us that the ...
https://completemarkets.com/Article/article-post/677/Boot-Camp-For-Insurance-Agencies/
...a spiral notebook (with loose-leaf holes in the pages) for taking notes. Staff members should withhold any training to a trainee who isn't carrying a spiral notebook. This rule also encompasses answering questions and checking work. Encourage your staff to tell the trainee, 'Write this down!'
Let the Training Begin!
Kick-off is essential. Hold a breakfast meeting with the entire agency (a continental breakfast will suffice) to give th...will probably be one of the most rewarding investments you'll ever make. Sit back ...
https://completemarkets.com/Article/article-post/1962/MANAGING-SELLING-FEARS/
...e that most insurance designs had holes and problems. In addition, the negative concept created uncomfortable, anxious feelings, and seriously damaged his self-estee... producers honestly identify their selling fear(s), with the help of an expert, they can eliminate the problem and surpass production goals that were formerly unattainable.
https://completemarkets.com/Article/article-post/1651/DISASTER-PLANNING-MANUAL-PART-1/
...s or escaped gas. 3. Be alert for holes in the floor, loose boards, hanging o.... These sheets listed every item of business on each CSR's desk that hadn't been completed. The sheets were turned in to our office manager who prioritized the remaining tasks and made sure they were completed before less important business was handled. We didn't want to se...
https://completemarkets.com/Article/article-post/1868/100-EASY-WAYS-TO-BEGIN-A-SALES-LETTER-Part-Three/
...oll-free software helpline, and a whole bunch of other goodies-all free. If ...ales letters aren't the traditional beginning-'Dear Friend"
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/677/Boot-Camp-For-Insurance-Agencies/
... The front of the training manual should have a list of boot camp objectives and the training plan. The trainee and trainer will be required to sign off and date the list after each objective is completed. Also provide the trainee with a spiral notebook (with loose-leaf holes in the pages) for taking notes. Staff members should withhold any training to a trainee who isn't carrying a spiral notebook. This rule also encompasses answering questions and checking work. Encourage your staff to tell the trainee, Write this down! ' Let the ... ? Could it be that they have the right idea when they send their recruits through an intensive training program commonly known as boot camp? We are often disappointed when we hire experienced people from other insurance operations. Along with their experience comes a predisposition of doing things one way or another. The match might not be as good as you would like. Also, experience costs money! In today's leaner employment environment, every cent of your human-resources budget must be spent wisely. Boot camp might be the way to obtain employees who ... the planning process. Provide quiet time for the trainer and trainee-but set realistic time frames. Once time is allotted, organize the schedule with a list of goals, such as at the conclusion of six weeks, the trainee should be able to comparison-rate Homeowners and Auto coverages on the system. Obviously, the goals must be specific and measurable. Benchmarks must be established for review by the trainer and the manager. The trainer and trainee should meet every Friday to discuss the activities of the past week. The manager should meet with the ...