https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2099/Agency-Automation-E-O-Friend-Or-Foe-%E2%80%94-Part-4/
... occurs down the road. Using this approach should ensure and document that your client understands all coverages, limits, and exclusions. Last, but far from least, use automation to cross-sell various coverages. For example, for how many clients do you write Auto and Homeowners, but have never offered a Personal Umbrella policy? Automation can help you identify these clients and send letters out advising them of the benefits of Umbrella coverage. This approach offers two benefits. First, you'll probably sell more insurance and second, if they don't ... of automation that can play a key role in reducing the likelihood of an E&O claim involves formal quote presentations. Whether you're dealing with current customers or prospects, you need to give them a proposal that clearly outlines the coverages that you're quoting and the limits associated with those coverages, as well as any exclusions. Many an E&O claim has grown out of a misunderstanding between the agency and the client — and I don't need to tell you who has a better chance of winning those misunderstandings. It's essential that ... exposures facing your clients and prospects, usually alphabetically or by SIC code. Whenever your producers meet with prospects, they should use this list to do a systematic review of the various coverages that your companies offer: Property, Liability, Business Interruption, Professional Liability, Directors and Officers, etc., Using the list properly, in addition to being professional, can also help producers round out accounts. It's essential to cover all of the potential exposures, not just discuss those that typically can happen. A big key to avoiding ...
https://completemarkets.com/Article/article-post/2099/Agency-Automation-E-O-Friend-Or-Foe-%E2%80%94-Part-4/
...y clients do you write Auto and Homeowners, but have never offered a ... probably sell more insurance and second, if they don't buy coverage,...
https://completemarkets.com/Article/article-post/2555/Producer-Contract-Employment-Agreement/
...l generally be defined as Auto, Homeowners, and other types of Property and Casualty insurance handled by the _________ Agency Personal Li...l generally be defined as Life, Health and Accident, Group, Annuities, Pensions, and other products normally associated ...