https://completemarkets.com/Article/article-post/985/ERRORS-AND-OMISSIONS-CONSIDERATIONS/
...als to make sure the employes are managed effectively. Most E&O claims result ...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/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/109/Live-The-Care-In-Customer-Care/
... Employees 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 Live The Care In Customer Care!4/30/2013 12:00:00 AM by CompleteMarkets Editor , Grace Bauer This content ... not been rated yet. You probably have a clear idea of what you expect from your producers. What about your support staff? Do you have procedures for your receptionist? Do you provide your CSRs with a formal job description? Grace Bauer explains the importance of defining the responsibilities of your employees to ensure customer satisfaction and agency success. What a surprise! I've been working with agencies now for 12 years, and this was the very first time I'd ever heard, You're welcome and just a moment, Ms. Bauer, ... up the phone with the insured and make sure the insured is totally satisfied with whatever concern or question they've brought to the agency. Live the care in customer care today! Grace Bauer helps insurance agencies put together customized insurance procedural manuals to secure consistency, protect against errors and omissions, attain security, and increase efficiency. She can be reached at (800) 896-4226, or e-mail [email protected] . Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to join ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/138/Keep-Control-Of-The-Agency-Under-Control/
... Employees 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 Keep Control Of The Agency Under Control 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Grace Bauer This content ... Review claim status, making sure letters are mailed initially to the insured after claim information is taken and that a follow-up phone call is made within a week. The initial letter and follow-up phone call give the insured peace of mind, knowing that the agency is taking care of them. This contact is very important to the agency. After all, this is the main reason that the insured is doing business with the agency. Also, review the status of claims, company loss histories, and ratios. Suspense: The suspense ... reviews, accounts receivable, agent of record letters, applications, audits, binders, cancellations, claims, and endorsements all need to be suspensed on a daily basis. An agency's entire workflow stems from the suspense system. When you don't follow-up, the potential for errors and omissions claims increases. Check out the number of suspenses within each department. Make sure critical suspenses are being worked daily and the rest are done weekly. Employees: One of the most important areas of the agency is its employees. Require department managers to ...
https://completemarkets.com/Article/article-post/109/Live-The-Care-In-Customer-Care/
Live The Care In Customer Care!
You probably have a clear idea of ...ey’ve brought to the agency.
Live the care in customer care today!
https://completemarkets.com/Article/article-post/1452/PROCEDURES-IN-AN-AGENCY/
...ONS: Check every item handled very carefully. Never assume that the item is co...g to an insured that you do not understand. Promise anything that yo...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1589/DEMAND-CAREFUL-POLICY-REVIEW/
... Employees 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 Demand Careful Policy Review 4/30/2013 10:40:04 PM by CompleteMarkets Editor This content has not been rated yet. ... CAREFUL POLICY REVIEW Because insurance policies are legal documents, some risk managers might assume that they've been subject to meticulous examination by the insurer and the broker before being delivered. A careful review of the policy by the drafters and by the broker or agent should guarantee that the policy fully expresses the intentions of the insurer and the expectations of the insured and that it uses proper grammar and punctuation. After all, these documents are often interpreted by the courts, where subtle nuances of word choice, punctuation, and grammar may make the ... of named insured or additional insureds Property descriptions, locations, limits of liability, and deductibles incorrectly scheduled or outdated Missing endorsements Unexpected endorsements Too frequently policies are delivered with such obvious omissions, abominable punctuation, and flagrant typographical errors that one might question whether the document was ever read, let alone reviewed. Especially disturbing is the practice of some insurers who borrow' wording from a competitor's policy form that's replete with errors! The borrowing problem is most acute with manuscript and heavily endorsed policies ...
https://completemarkets.com/Article/article-post/971/AVOIDING-ADVERSE-LEGAL-DECISIONS/
...ently. An employee manual must be carefully constructed to avoid misinterpret...that is often done to the productivity and sales activity of the agency operat...
https://completemarkets.com/Article/article-post/1589/DEMAND-CAREFUL-POLICY-REVIEW/
Demand Careful Policy Review
DEMAND CAREFUL POLICY REVIEW Because insurance po...rom Warren, McVeigh & Griffin for risk and insurance professionals.
https://completemarkets.com/Article/article-post/138/Keep-Control-Of-The-Agency-Under-Control/
... knowing that the agency is taking care of them. This contact is very importan...of sales calls, results, new business, and maintenance. Keep control of the ag...
https://completemarkets.com/Article/article-post/233/Agency-Automation-An-E-O-Resource/
... the computer system.
A well-managed agency acquires an agency that’s poo...ld work to adopt practices that reduce and diminish the frequency and severity of these risks.