https://completemarkets.com/Article/article-post/1500/COMPUTERIZED-RECORDS-NEW-E-O-CONCERNS/
Computerized Records: New E&O Concerns?
COMPUTERIZED RECORDS: NEW E&O CONCERNS? Over the last few years, the Independent Agency System has focused on the role of automation in the agency and marketplace. Emphasis has been placed on adapting office environments to automation, expanding utilization, and improving technology. Now that we'...s attached. Reprinted with permission from ACORD, 1988. To obtain an order...
https://completemarkets.com/Article/article-post/187/Suspense-System-Control/
Suspense System Control
A well-run suspense system means...tified sleuth.
Implement one (or a combination) of the four suspense systems to realize time- and money-saving benefits.
https://completemarkets.com/Article/article-post/1683/TRANSACTIONAL-FILING-2/
Transactional Filing, 2
TRANSACTIONAL FILING WHAT IS IT? Transactional filing is a method of filing paper by...ncial Statements MVRs Correspondence for E&O 'Dec' sheets Courtesy of AMS Consulting Group.
https://completemarkets.com/Article/article-post/2798/Insurance-Compliance-Management-Software-How-AI-Is-Automating-the-Most-Complex-Regulatory-Workflows/
...ed from a manageable business function into an operational challenge that strains resources acro... measurable advantages through automation and live monitoring. These platforms free compliance teams to focus on strategic initiatives while you retain control and the accountability that regu...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1860/THE-AGENCY-DATABASE/
... , Tripp Leach This content has not been rated yet. THE AGENCY DATABASE by Tripp Leach Are your computers a fundamental part of your agency or just desk ornaments? Do they provide you with a competitive edge or a convenient excuse? Do they add to your bottom line or subtract from it? You can consider automation an integral part of your agency's business plan only if you're using it to increase sales, implement marketing programs, improve productivity, and contain or decrease expenses. The key to every full-function agency management system is the ... 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 The Agency Database 4/30/2013 10:41:58 PM by CompleteMarkets Editor , Tripp Leach This content has not been rated yet. THE AGENCY DATABASE by Tripp Leach Are your computers a fundamental part of your agency or just desk ornaments? Do they provide you ... automation an integral part of your agency's business plan only if you're using it to increase sales, implement marketing programs, improve productivity, and contain or decrease expenses. The key to every full-function agency management system is the database. A database is the sum of the information an agency needs to conduct business with its clients and companies. In the non-automated agency, the database consists of paper files: the manual logs, rolodexes, invoices, accounts receivable, accounts current, and so forth. Each agency's database is unique. It ...
https://completemarkets.com/Article/article-post/1860/THE-AGENCY-DATABASE/
...e you with a competitive edge or a convenient excuse? Do they add to your bott...will be handsomely rewarded. Portions of this article are reprinted with permission from 'Your Agency Database,' published by ACORD.
https://completemarkets.com/Article/article-post/2008/TRANSACTIONAL-FILING-TAKING-THE-PLUNGE/
Transactional Filing: Taking The Plunge
TRANSACTIONAL FILING: TAKING THE PLUNGE b... the benefits from using this information. Transactional filing offers one such response.
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2156/E-O-LEGAL-ACTIONS-THE-AGENCY-NEMESIS/
... the previously mentioned nine components. It must be done as a separate audit system, and should be effected by someone who can objectively examine paper or media trail. In other words, don't let the people audit their own trails. Many agencies use Personal or Commercial lines managers for this important function. A manager can thus learn the strengths and weaknesses of the personnel they're supervising and find training opportunities. The audit format should reflect agency policy concerning how each of the nine functional components is supposed to work. For example, if ... any and all forms that comprise the record keeping of the nine systems above must be used the same way every time by everyone in the office! The automated agency presents a new set of challenges. First, it is important to define automation. If the customer database includes only accounting information, the agency is not automated. Remember that accounting is only one system component. The truly automated agency is driven by a single-source customer database, which includes all customer transactions and is comprised of the nine components previously mentioned. It is ... rated yet. E&O LEGAL ACTIONS: THE AGENCY NEMESIS by Roy L. Phillips, CIC, CPIA and Dan R. King, CPIA This article addresses an insurance agency's the most common practices that lead to Errors and Omission actions filed in court. Our information comes from our experience as principals in an agency and as consultants retained to review actions filed against fellow agents. As principals, we are familiar with early-morning anxieties about coverage questions. Without that history of nausea, we'd have no credence in our consulting efforts in ...
https://completemarkets.com/Article/article-post/2156/E-O-LEGAL-ACTIONS-THE-AGENCY-NEMESIS/
E&O Legal Actions: The Agency Nemesis
E&O LEGAL ACTIONS: THE AGENCY NEMESIS by Roy L. Phillip...point is that it should exist. Innovation and creativity have no place in the ...