https://completemarkets.com/Article/article-post/738/Technology-Gives-Managers-Accurate-And-Accessible-Information/
...rs Accurate And Accessible Information
How does your profitability compare ...ented or improved. Make sure all functions are automated and that you have access to update management data. Constant monitoring will help keep you in control and increase consistency, efficiency, and profitabili...
https://completemarkets.com/Article/article-post/2459/Electronic-Records-Admissibility/
Electronic Records Admissibility
Are electronic records admissible in court? How long must records be retained? Bill Wilson addresses these and other questions about electronic records admissibility in t...s.
Because electronic records can theoretically be kept for much longer at little or no cost, how long is long enough? There might be a tendency to want to keep electronic records longer. An agency might not want to keep electronic records longer than paper even though they can.
https://completemarkets.com/Article/article-post/476/Imaging-A-Powerful-Tool-To-Increase-Productivity/
...ut their offices. Still others sit on the sidelines, unsure of how or where t...there always will be a cultural impact on the user; so be prepared for resistance. Involving your staff early on to gain their buy-in and working together to address problems will go a long way to helping your employees make the transition to a more effective system.
https://completemarkets.com/Article/article-post/19/Sample-Electronic-Communication-Policy/
Sample Electronic Communication Policy
Every firm with a computer ...Employees must not employ scanned versions of hand-rendered signatures to give the impression that the sender signed an electronic mail message or other electronic communications.
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/696/Agency-Telephone-Procedures-Time-Management/
Agency Telephone Procedures: Time Management
Transferring Telephone Calls
There are calls you will not handle personally but will transfer to supervisors or...ou an interesting and enthusiastic person to talk to?
Would your supervis...
https://completemarkets.com/Article/article-post/2146/EVERYBODY%E2%80%99S-GONE-SURFIN%E2%80%99/
Everybody’S Gone Surfin’
EVERYBODY’S GONE SURFIN’ by Jon Persky Productivity Issues Internet u... from Resources Magazine, with permission from The National Alliance for Insurance Education and Research.
https://completemarkets.com/Article/article-post/1060/CUSTOMER-SATISFACTION-GO-BEYOND-THE-EXPECTED/
Customer Satisfaction? Go Beyond The Expected
CUSTOMER SATISFACTION? GO BEYOND THE EXPECTED by Emily Huling Remembe...g from the Inside — Creating a Front Line that Adds to Your Bottom Line, is now available. You can contact Huling at Selling Strategies, In...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2466/Auditing-Your-Automation-Information-System/
... . Marketing Management: A Wasted Resource The agencies surveyed significantly underutilized the marketing management capabilities of their AI/Systems. On average, agencies were using less than 25% of their system's capabilities. Although nearly all the agencies had automated rating programs, especially for Personal Lines, very few used any of the many other functions available to them. Cross-selling capabilities were rarely used in spite of their obvious benefits. Lack of familiarity with system capability was the primary reason for this shortcoming. Many systems managers are bookkeepers or financially oriented employees ... 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 Auditing Your Automation/Information System 5/6 /2013 12:00:00 AM by CompleteMarkets Editor , William Young This content has not been rated yet. Does your agency use the full capacity of its automation/information system (A /ISystem)? Do you know what ... reporting and endorsement (policy changes) requests are the two most common types of client service transactions. Yet only half of the agencies surveyed employed their A/ISystem to prepare ACORD claims or to do policy changes. Less than one-third made active use of their policy retrieval capabilities, even though this could improve employee productivity significantly. Many did not use the system to diary transactions. Employee resistance was the most frequently mentioned reason for not using the service capability of the A/ISystem. For example, many agencies surveyed failed to ...
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.