https://completemarkets.com/Article/article-post/2265/THE-NEXT-GENERATION-OF-INSURANCE-AGENCIES/
...e given in today's business and management books is that we're going through ...our firm's operations and goals will tend to act more like owners. They'll be...
https://completemarkets.com/Article/article-post/2421/Framework-For-Agency-Success-Part-II/
...ds to become part of the agency management team.
By establishing a five-year p...an forge a path, a framework, for independent agents that will lead to the goa...
https://completemarkets.com/Article/article-post/1807/REACH-OUT-AND-SELL-SOMEONE/
...Vechten Report, a telemarketing management resource. However, says Van Vechten...that 'telemarketing is the great door-opener in our business.' Reprinted wi...
https://completemarkets.com/Article/article-post/227/Emerging-E-O-Loss-Exposures/
...review the policy with both the management and the board of directors and have...ave an agency in a poor position to defend itself. Due diligence can help redu...
https://completemarkets.com/Article/article-post/2423/Internal-Perpetuation-Key-Considerations/
...save on taxes, while giving new management financial flexibility. Be aware tha...he right resources. Most of all, hold open and frank discussions between the s...
https://completemarkets.com/Article/article-post/633/Do-Advertising-And-Marketing-Work/
...heir contacts. We're evolving a Management Information System to determine the...ry again about something so mundane. Spending the extra money now is well wort...
https://completemarkets.com/Article/article-post/872/Nine-Marketing-Myths-That-Menace-Sales-Success/
... marketing's role. The way that management discusses marketing suggests ... Getting rid of these myths can open the way to benefiting from marketin...
https://completemarkets.com/Article/article-post/166/A-Cash-Flow-Budget-For-An-Insurance-Agency/
...vents.
A cash-flow budget gives management time to predict cash needs and make...oan.
This budget is like any other management tool. It helps to prevent costly...
https://completemarkets.com/Article/article-post/404/Handwritten-Letters-%E2%80%93-Forward-To-The-Past/
...f handwritten notes and letters in opening doors and nurturing relationships. ...nmanship. I guarantee it will pay dividends in both your business and your per...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/233/Agency-Automation-An-E-O-Resource/
... 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 Agency Automation: An E&O Resource 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Ken Buehler This ... its system. An agency doesn't make proper use of the system's report and verification facilities. Although a number of other situations could arise, let's explore each of these: AN AGENCY PRINCIPAL DOESN'T KNOW HOW TO USE THE COMPUTER SYSTEM An agency automation system is a major investment that should help boost productivity, reduce staff dependence on other sources for information, and increase revenue per employee significantly without substantial staff growth. The system should also reduce work-processing time. More important, it should provide reliable internal checks and controls, as well as ... crop up in poorly run operations. E&O risk management is an ongoing process that requires constant analysis of workflow, adjustment to change, education, and accountability. AGENCY MANAGEMENT DOESN'T REQUIRE PRODUCERS TO BE COMPUTER LITERATE Most agencies strive to have producers out of the office selling as often as possible. A producer who doesn't get involved with the computer system is probably doing things that a CSR will have to re-do later — for example, completing paper ACORD applications for the CSR to enter in the system. This dual-entry process, ...