https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/132/Agencies-Are-Getting-Help-These-Days/
... Articles Blog Photos Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands 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 Agencies Are Getting Help These Days!4/30/2013 12:00:00 AM by CompleteMarkets Editor , Grace Bauer This content has ... been rated yet. Every agency I talk to these days wants help. How can we be better? ' How can we stay in touch with the client? ' How can we maintain accounts? ' How can we write more business? ' You might be wondering, How can I get help? ' There are plenty of resources! Local, state, and national insurance associations are willing to help with any issue. Automation vendors have lots of programs and are developing more to make insurance agencies successful. Insurance companies, ... , are a great resource. And consulting groups are here to stay. I talk to at least 30 agency staff each day, and a day doesn't go by that I don't hear how a consulting group has helped some agency. Agencies are making sure they'll be here for a long time. LOCAL, STATE, AND NATIONAL INSURANCE ASSOCIATIONS Whether at the local, state, or national level, insurance associations are wonderful. Don't be afraid to call them - they're there for you. If an association doesn't have the answer, ...
https://completemarkets.com/Article/article-post/132/Agencies-Are-Getting-Help-These-Days/
... get help?'
There are plenty of resources! Local, state, and national insuran...you. Turn to your insurance companies. And consulting firms can help, too - ju...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/775/Admissibility-As-Evidence-For-Errors-And-Omissions-Claims/
... Articles Blog Photos Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands 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 Admissibility As Evidence For Errors And Omissions Claims 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Jack Fries This content ... not been rated yet. If (when) your agency faces E&O litigation, you'll need to provide admissible evidence to the court. Laws are standard in most states, with six requirements for the admissibility of evidence. To 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 ... person's work periodically to determine whether o the individual is complying with agency procedures. By adhering to these steps, you can provide evidence in court that your agency has and maintains systems to limit and prevent Errors and Omissions losses Jack Fries is president of Fries & Fries Consulting, Alexandria, KY. You can reach him at (859) 441-4528; fax (800) 887-5874; e-mail: [email protected] ; Web site: www.jackfries.com . Login or Register (for FREE) to gain access to thousands of other great articles ...
https://completemarkets.com/Article/article-post/325/Are-You-In-Business-To-Make-A-Sale-Or-Make-A-Profit/
... agencies seeking sales turn to consultants who promise that if the agency inv... more cost-effective, less risky way - and make profits, rather than just sales.
https://completemarkets.com/Article/article-post/2142/Is-Your-Web-Site-A-Potential-E-O-Headache/
...cy’s web site present a potential Errors & Omissions headache? The answer ...ick fixes. It takes strategic thinking and ongoing effort.”
Conclusion
Where i...
https://completemarkets.com/Article/article-post/1528/LEGAL-OUTLINE-FOR-CALIFORNIA-AGENCIES-TABLE-OF-CONTENTS/
...tion 4.2 Claims by clients for errors & omissions and related matters 4.2....in dealing with the agency, my assets, and my doctors, if I become disabled? S...
https://completemarkets.com/Article/article-post/719/The-Impact-Of-Customer-Care-On-E-O/
... limit your agency’s exposure to errors and omissions, but also provide addit...unity to increase income per account, and subjecting your agency to a loss of dollars, E&O coverage, and public opinion.
https://completemarkets.com/Article/article-post/775/Admissibility-As-Evidence-For-Errors-And-Omissions-Claims/
Admissibility As Evidence For Errors And Omissions Claims
If (when) you...intains systems to limit and prevent Errors and Omissions losses
https://completemarkets.com/Article/article-post/2406/Does-Your-Agency-Have-What-It-Takes-To-Partner-With-A-Bank/
... have the operational, logistical, human resource and automation systems in place for ...e of the initial questions that agents and bankers must ask and answer before even considering a re...
https://completemarkets.com/Article/article-post/48/Managing-Agency-E-Mail-Systems/
...ust like any other communication resource. If it isn't, it can become one of t...sage that doesn't arrive at the agency and a loss occurs?
E-mail is a vital productivity and communications tool. As with any tool, you need to apply and manage it effectively.