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...e are, back in 'producer assistant land'). The agency becomes resistant to tra... Property Liability coverage with a Pollution exclusion. Solution: Develop an ...

... the same thing. Thus producers get by with documenting little or none of their conversations and other activities with clients and prospects in the system file. CSRs sometimes end up inputting conversation notes into the system for the producer (there we are, back in producer assistant land') . The agency becomes resistant to transactional filing because they can't imagine system-illiterate producers surviving without a traditional paper file. Producers worry that without a traditional paper file, they won't know what to take out into the field when they visit a client. Opportunity ... only keeps the other guy from scoring; what really matters is racking up your own points. The best insurance agencies are also teams. They know that the points they have to rack up are prospects who turn into clients who never want to go away. They develop tools and techniques to win those clients, discovering along the way that they're stronger and safer organizations. The agencies that sell the best and retain the longest are also the E&O-safest. These agencies accept today's distribution systems and technology and work with them proactively. ... the Umbrella that doesn't include employees' in the definition of insured'; the Commercial Auto policy that limits radius of use; the claim, as opposed to loss, deductible; the Property policy with out an agreed-value provision; the Rental Property Liability coverage with a Pollution exclusion. Solution: Develop an online coverage matrix for any line in which coverage varies from carrier to carrier, and for company-specific products. Keep them current. Get double duty from that effort by using the matrices in your proposal documents to show why your proposed ...