https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/105/Final-Check-Protect-Against-Errors-And-Omissions/
... ! Clients & Prospects will research you, your co-workers and your agency here. The most comprehensive online insurance industry reference library for - Personal Lines Professionals Commercial Lines Professionals Life/Health & Benefits Professionals Online newsletters and content that you can use for your clients and social media efforts. Ability to attach leads and clients to your specific market searches, with e-mail alerts for all the market, articles, blogs and people searches you make. And much more! All Articles by CompleteMarkets Editor Monetization type: None Comments (0 ) There ... , 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 Final Check: Protect Against Errors And Omissions 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Grace Bauer This content has not been rated yet. Is only one employee accountable for each procedure in your office? Do all customer service procedures begin and end with the ... service representative? Often with errors and omissions, all the weight lies on one person. To protect the agency from unnecessary errors and omissions, make sure that more than one person is accountable for each office procedure. Let's look at a few areas: the expiration report, the suspense system, and the accounts receivable. THE EXPIRATION REPORT Many agencies depend solely on the expertise of customer service representatives to ensure that all renewals are up-to-date. Wrong! If you're doing this, stop immediately! Are you that confident that expirations are ...
https://completemarkets.com/Article/article-post/105/Final-Check-Protect-Against-Errors-And-Omissions/
...rong! If you're doing this, stop immediately! Are you that confident that expi...ted, and the exposure to unnecessary errors and omissions will decrease substantially!
...
https://completemarkets.com/Article/article-post/2142/Is-Your-Web-Site-A-Potential-E-O-Headache/
...ur marketing efforts, today social media tools allow you to find and target pr...tructed web site with a strong social media extension. This should serve you w...
https://completemarkets.com/Article/article-post/2786/Why-Errors-and-Omissions-Insurance-Is-Critical-for-Service-Based-Businesses/
Why Errors and Omissions Insurance Is Critical f...le to move forward with peace of mind and grow in the knowledge that, even if...
https://completemarkets.com/Article/article-post/1452/PROCEDURES-IN-AN-AGENCY/
...and deliver to the proper person immediately. c. Don't take messages or try t...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/775/Admissibility-As-Evidence-For-Errors-And-Omissions-Claims/
... ! Clients & Prospects will research you, your co-workers and your agency here. The most comprehensive online insurance industry reference library for - Personal Lines Professionals Commercial Lines Professionals Life/Health & Benefits Professionals Online newsletters and content that you can use for your clients and social media efforts. Ability to attach leads and clients to your specific market searches, with e-mail alerts for all the market, articles, blogs and people searches you make. And much more! All Articles by CompleteMarkets Editor Monetization type: None Comments (0 ) There ... 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 Admissibility As Evidence For Errors And Omissions Claims 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Jack Fries This content has not been rated yet. If (when) your agency faces E&O litigation, you'll need to provide admissible evidence to the court ... Laws are standard in most states, with six requirements for the admissibility of evidence. To give your agency the best chance of winning an E&O judgment, you need to comply with these practices: The files must be the Primary Source of Information. This only becomes a problem if you have a dual filing system, for example paper files and electronic files. When maintaining a dual files system, both files must be identical. In other words, if your staff notes a phone conversation in the paper file, they ...
https://completemarkets.com/Article/article-post/125/Checklists-Protect-Against-Errors-And-Omissions/
Checklists Protect Against Errors And Omissions
I recently got to b... 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/
...ust sign it and return it to you immediately. 3. Ask the insured for the effe... some states if a premium is financed (and it then may be cancelled on a pro- ...
https://completemarkets.com/Article/article-post/1528/LEGAL-OUTLINE-FOR-CALIFORNIA-AGENCIES-TABLE-OF-CONTENTS/
...tion 4.2 Claims by clients for errors & omissions and related matters 4.2....in dealing with the agency, my assets, and my doctors, if I become disabled? S...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/106/Implement-The-Right-Procedures-To-Raise-Revenue/
... ! Clients & Prospects will research you, your co-workers and your agency here. The most comprehensive online insurance industry reference library for - Personal Lines Professionals Commercial Lines Professionals Life/Health & Benefits Professionals Online newsletters and content that you can use for your clients and social media efforts. Ability to attach leads and clients to your specific market searches, with e-mail alerts for all the market, articles, blogs and people searches you make. And much more! All Articles by CompleteMarkets Editor Monetization type: None Comments (0 ) There ... 00 AM by CompleteMarkets Editor , Grace Bauer This content has not been rated yet. Is your agency using step-by-step procedures to train its employees? Has it reviewed its procedures to make sure they save time? Are all employees consistently performing procedures the same way to prevent errors and omissions? Are automation steps and agency procedures included in procedures? These are just a few of the questions to ask yourself when reviewing procedures to make sure they are increasing your revenue, not costing you money! Step-by-step procedures should be explained in a how-to-do ... manner, not what-to-do. This will cut the time it takes to train new agency employees. A new employee should be able to perform the task by following the instructions. Review every detail of a procedure to make sure there are no unnecessary steps or steps that might be performed more efficiently. Ask your employees for input on ways to save time on their tasks, then use their insights to revise the procedures. Your revenue will increase as the amount of time required to perform office procedures declines. EMPLOYEES CAN INCREASE REVENUE FOR YOU ...