https://completemarkets.com/Article/article-post/2156/E-O-LEGAL-ACTIONS-THE-AGENCY-NEMESIS/
...ESIS by Roy L. Phillips, CIC, CPIA and Dan R. King, CPIA This article addres...nt is that it should exist. Innovation and creativity have no place in the she...
https://completemarkets.com/Article/article-post/744/The-Agency-Management-Process/
...dent agent needs to reduce expenses and increase income. In this document, Jac...n; etc. An agency that has established and measured minimum standards for each employee can then accurately reward those who exceed the standard and provide additional training or supe...
https://completemarkets.com/Article/article-post/395/Product-Or-Service/
...e conundrum, the rub, the question! And the answer to that question could cont...selling a product, a service, or both, and market accordingly. Awareness sprinkled with creativity and baked with perseverance is a sure-f...
https://completemarkets.com/Article/article-post/2061/HOW-TO-BE-A-HIGH-PERFORMING-FIRM/
... more effectively you sell, market, and service, the more valuable your agency...ing more dollars available for selling and administrative expense, as well as compensation to owners and non-owner producers. <
https://completemarkets.com/Article/article-post/2417/How-To-Build-Your-Personal-Lines-Book-Part-II/
...ion continues to intensify, as more and more players enter the marketplace. Ho... calls. The result is quicker response and fewer returned calls.
“CSRs must learn how to work with an electronic file and how to manage the conversation with...
https://completemarkets.com/Article/article-post/741/Rethinking-Approaches-To-Customer-Service/
...es by dividing the paper processing and service functions. Whether your agency has one owner and one employee or many owners and many employees, the problems are unive... convenience.
For an agency to survive and prosper, it must rethink how work is done and how new technology can improve processing and operations. The division of responsibility for customer service and processing allows the agency to really serve the customer and develop the accounts the agency needs to grow and prosper. At the same time, it addresses the bane of all businesses-paperwork.
https://completemarkets.com/Article/article-post/723/Use-Electronic-Filing-To-Boost-Sales-Cut-Costs-And-Improve-Service/
...c Filing To Boost Sales, Cut Costs, And Improve Service
If you’re not paperless, your agency, employees, and especially your customers, are suffer...ystem, decide which documents to scan, and what hardware you’ll need. Dependi...
https://completemarkets.com/Article/article-post/1682/TRANSACTIONAL-FILING-1/
...use of transactional filing is not mandatory to the use of these procedures, b...ade to make full use of your automated and human resources and be able to improve your workflow and efficiency. It will also save you m...
https://completemarkets.com/Article/article-post/1500/COMPUTERIZED-RECORDS-NEW-E-O-CONCERNS/
...he role of automation in the agency and marketplace. Emphasis has been placed ...to summarize the major recommendations and findings of its legal counsel. The ...
https://completemarkets.com/Article/article-post/2032/TAKE-YOUR-WORKFLOWS-TO-THE-NEXT-LEVEL/
...to Improve Agency Workflows,” and expanded the sections for workflow... by integrating technology, workflows, and people, For more informa...