https://completemarkets.com/Article/article-post/1452/PROCEDURES-IN-AN-AGENCY/
...measurement and implementation of service standards In developing the proce...g to an insured that you do not understand. Promise anything that yo...
https://completemarkets.com/Article/article-post/985/ERRORS-AND-OMISSIONS-CONSIDERATIONS/
...n, such as fee-based consultative services or providing underwriting decision-...dures that will treat customers fairly and respect their intelligence and decision-making capabilities. Keep them informed of good news and bad in a timely manner. And meet their needs with courtesy and professionalism. A satisfied insure...
https://completemarkets.com/Article/article-post/2359/The-Business-Development-Plan-Part-1-Of-4/
... Profit from every product or service
Productivity and cost effecti...average premium plus anticipated rate and coverage increases equal new averag...
https://completemarkets.com/Article/article-post/125/Checklists-Protect-Against-Errors-And-Omissions/
...Even though the job of a customer service representative (CSR) might be a bit ... have to go through this process once. And think of the time you'll save correcting mistakes and fighting E&O lawsuits!
https://completemarkets.com/Article/article-post/1678/HOW-TO-CANCEL-A-POLICY-CORRECTLY/
...ellation form to accounting. Errors & Omissions Possibilities Improper... some states if a premium is financed (and it then may be cancelled on a pro- ...
https://completemarkets.com/Article/article-post/691/Using-Automation-Systems-To-Measure-CSR-Performance/
...t of the CSR evaluation process. Errors are another side of the coin. While s...increasing competition facing agencies and the industry in general, it’s essential to recognize, retain, reward, and promote the very best CSRs.
https://completemarkets.com/Article/article-post/696/Agency-Telephone-Procedures-Time-Management/
...es from the machine or voice mail service, list them, and make a notation that... Do you avoid industry jargon (slang) and use words clients can understand?
Do you thank your callers for holding?
Are you an interesting and enthusiastic person to talk to?
Would your supervisor and your co-workers agree with your ans...
https://completemarkets.com/Article/article-post/48/Managing-Agency-E-Mail-Systems/
...e availability of free Web E-mail services will affect yoursafeguards. Your po...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.
https://completemarkets.com/Article/article-post/227/Emerging-E-O-Loss-Exposures/
...ness profiling, or with a special mailing or newsletter. If you don’t have tru...well as give your clients a valuable service.
https://completemarkets.com/Article/article-post/1696/WORK-FLOW-PROCEDURES-MANUAL-COMMERCIAL-ENDORSEMENT-PROCEDURE/
...t we are able to provide the best service and pricing to the customers when we...eviews endorsement for accuracy. (If errors exist, return to step 5) 10. If e...