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Telecommuting to Your Virtual Office
WHAT IS A VIRTUAL OFFICE? The virtual office concept, also known as telecommuting or a mobile office, emerged as the American work force s...Drucker's counsel: "Commuting to the office is obsolete. It is now infinitely ...

..., however, produced the paperless offices or created the efficiencies that wer...em work will go far to promote the automation effort. The message in this arti...

...ineup and the staff talent in the office are byproducts of the process, you st...da that you set. A hardware and office configuration plan that’s given on...

...rive to have producers out of the office selling as often as possible. A produ...sitive side, breakneck advances in automation and communication technology pro...

... others inside and outside of the office. Another common mistake is to take ... funding additional investments in automation. Employee benefits/Group insur...

... . &# 160 7. CAPITALIZATION & FUNDING SOURCES. Determine probable funding sources, which will include your own pockets, traditional bank sources, capital investors, and carrier financing. &# 160 8. LOCATION. Location is a logical result of decisions included in the marketing plan. For a new venture, you might decide that dependence on the National Restaurant Association could mean joint tenancy in their office building or a location nearby. A national focus would mandate either wide distribution of offices or just a central location if you would be operating with heavy automation support. &# 160 9. OPERATION PLAN. Workflows and carrier technology availability would be determined at this point. Automation tools, either off-the-shelf or custom-designed, could be identified and acquired. &# 160 10. STAFFING. Factors important ... association's mailing list, (3 ) based on a systematic marketing campaign, and (4 ) staffed (internal and production) by people who are experienced in the restaurant business. &# 160 4. CARRIER CONTRACT AGREEMENT. Focus on finding carriers that demonstrate commitment, financial integrity, market stability, communication skills, and coverage flexibility. &# 160 5. ORGANIZATIONAL STRUCTURE. With operational and automation plans in mind, consider determining the organizational structure of the agency. &# 160 6. PRO-FORMA BUDGET AND OPERATING FINANCIAL PLAN. To find and allocate financial resources, you must know what is needed and whether the profit will support the endeavor. Why not do this earlier, you wonder? Because you can't plan income and expenses until you have described the sources of income and the necessary ...

...omation activity between the main office and branch office(s). 11. Assist in and coordinate the...

... nice? The tool that you need is part of most agency management software. These systems usually list in detail the potential exposures facing your clients and prospects, usually alphabetically or by SIC code. Whenever your producers meet with prospects, they should use this list to do a systematic review of the various coverages that your companies offer: Property, Liability, Business Interruption, Professional Liability, Directors and Officers, etc., Using the list properly, in addition to being professional, can also help producers round out accounts. It's essential to cover all of the potential exposures, not just discuss those that typically can happen. A big key to avoiding E&O claims is to identify every exposure and to recommend coverage for them. The next area of automation that can play a key role ... 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: E&O Friend Or Foe? — Part 4 7/6 /2015 12:00:00 AM by CompleteMarkets Editor , Curtis Pearsall This content has not been rated yet. The previous three articles in this series dealt with automation as it pertained to an agency's processing work. This article by Curtis Pearsall will examine how several aspects of automation can help reduce your E&O ...

... yet. AGENCY AUTOMATION: E&O FRIEND OR FOE? — Part 1: DOWNLOAD &# 160 by Curtis Pearsall &# 160 Most agency owners and staff would agree that advances in automation have greatly increased our dependence on technology. The benefits of automation are easily identified, with increased efficiency at the top of the list. But has automation increased or decreased E&O exposures in your office? This is a hot topic among our 11,000-plus agent-customers and the answer isn't simple. This series of articles by Curtis Pearsall will help you gauge the impact of automation on your agency's risk exposure. &# 160 &# 160 Overall, most carriers that interface with their agent-customers require you to sign an online Terms of Use agreement, which is similar in nature to paper contracts. ... 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: E&O Friend Or Foe? — Part 1: Download 4/30/2013 10:44:07 PM by CompleteMarkets Editor , Curtis Pearsall This content has not been rated yet. AGENCY AUTOMATION: E&O FRIEND OR FOE? — Part 1: DOWNLOAD &# 160 by Curtis Pearsall &# 160 Most agency owners and staff would agree that advances in automation have ...

... 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! Make sure all employees are consistently performing procedures the same way to prevent errors and omissions. Develop a program for auditing the way procedures are accomplished in accordance with the step-by-step procedures published in your methods and procedures manual. One manager does not need to audit your procedures every six months. Your supervisors know how employees perform their responsibilities from daily ... Popular Recent All Back Implement The Right Procedures To Raise Revenue 4/30/2013 12:00:00 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 ...