https://completemarkets.com/Article/article-post/1804/CHARACTERISTICS-OF-STRONG-AGENCY-CARRIER-RELATIONSHIPS/
...ou serve. 1. Compatibility of business. Your agency should begin identifyin...continuous policy maintenance all are automated to the maximum degree in your ...
https://completemarkets.com/Article/article-post/859/Sending-The-Wrong-Messages-18-Ways-To-Brand-A-Business-Badly/
...ong Messages: 18 Ways To Brand A Business Badly
In the West, cattle ranche...king credible claims.
To brand your business effectively, review every aspect ...
https://completemarkets.com/Article/article-post/900/Five-Business-Lessons-From-The-Recession/
Five Business Lessons From The Recession
Paying attention to business is one of the major benefits of a re...omer service.
Here they are: five business lessons taught by a recession. In...
https://completemarkets.com/Article/article-post/1695/WORK-FLOW-PROCEDURES-MANUAL-COMMERCIAL-NEW-BUSINESS-PROCEDURE/
...rocedures Manual- Commercial New Business Procedure
COMMERCIAL INSURANCE NEW BUSINESS PROCEDURE 1. Change computer file...r customer, all of your policies will automatically be renewed. If you do not ...
https://completemarkets.com/Article/article-post/953/INSURANCE-COMPANIES-AND-AGENCIES-THE-PARTNERSHIP-DREAM/
...with a clear idea of the type of business (and how much of it) the agency has ...tten (by producer and/or by line of business if possible). If both the age...
https://completemarkets.com/Article/article-post/1357/Are-You-Overwhelmed/
...as active member in Jaycees (for business promotion)
serve on automation ...to examine.
Fact Summary
Every business can be simplified by identifying ...
https://completemarkets.com/Article/article-post/723/Use-Electronic-Filing-To-Boost-Sales-Cut-Costs-And-Improve-Service/
...Lines and Small Commercial Lines business. More and more insurance-related Web... to let go of the old way of doing business and grasp this new concept.
If yo...
https://completemarkets.com/Article/article-post/1798/MANAGING-PRODUCER-EXPENSES/
...er expenses-primarily expenses for automobile and client promotion-think about...s to the agency instead of getting an auto allowance. When getting a flat mo...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/658/E-O-And-Policy-Changes/
... jeweler never contacted the agency. Also, the agency didn't suspense the item or conduct any follow up. In addition, the CSR who originally handled the call has since left the agency. The agency manager did, however, find an entry in the insured's database logging in the original call, so there's no doubt that the insured called the agency. RECOMMENDATION In any situation in which coverage can't go into effect until the agency receives additional information, it's critical to inform the insured of this fact, with documented follow up as ... document, Mike Edwards examines the E&O implications of mid-term policy changes. Edwards presents two E&O cases that illustrate the hazards of not verifying information or instructions with insureds or third parties. Making mid-term policy changes is a normal part of the insurance agency business. In fact, it's so routine that there's a danger of making ordinary, perfunctory policy changes without considering the potential E&O exposure. In particular, there is a big E&O risk when making policy changes based on information or instructions (or ... of information or instructions) from third parties. ACTUAL CASE #1 A car dealer calls the agency to report that an insured of the agency is in his office, and in the process of trading cars. The car dealer has the insured's Auto ID card, with the correct policy number. In addition, the agency person can hear the insured talking in the background, so there's no reason to doubt the legitimacy of the call. The agency takes the necessary information on the new car. The car dealer also informs the ...
https://completemarkets.com/Article/article-post/658/E-O-And-Policy-Changes/
...n entry in the insured's database logging in the original call, so th...