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... to call Unfollow First name: Last name: Email: Are you sure you want to deactivate your CompleteMarkets Company Profile Deactivate Cancel Loading.. About Us Services Jobs PR Newsletters Employees Articles Blog Photos Group Connections Reviews Member Content Member Content - Content Package Categories Popular Recent All outdoor recreation Articles tagged with outdoor recreation Back Planning Client Service Contacts This content has not been rated yet. CompleteMarkets Editor , Pat Kefauver 1/9 /2014 12:00:00 AM An organized service contact program can build client relationships, ensure accurate protection for ... , and facilitate.. All Articles by CompleteMarkets Editor Comments (0 ) x No Thanks Loading.. Loading.. x No Thanks Loading.. ...

... to call Unfollow First name: Last name: Email: Are you sure you want to deactivate your CompleteMarkets Company Profile Deactivate Cancel Loading.. About Us Services Jobs PR Newsletters Employees Articles Blog Photos Group Connections Reviews Member Content Member Content - Content Package Categories Popular Recent All outdoor recreation Articles tagged with outdoor recreation Back Planning Client Service Contacts This content has not been rated yet. CompleteMarkets Editor , Pat Kefauver 1/9 /2014 12:00:00 AM An organized service contact program can build client relationships, ensure accurate protection for ... , and facilitate.. All Articles by CompleteMarkets Editor Comments (0 ) x No Thanks Loading.. Loading.. x No Thanks Loading.. ...

... throughout the coming year. The timing and frequency of service calls are determined by the size and type of account along with the personality of the decision-maker(s ) . For example, when an account is written with a seasonal operation (an ice cream shop or outdoor recreation facility), plan to talk to the insureds just before and shortly following their busiest season. A dry cleaner may want to talk with you after the winter has ended, the CPA after April 15th, and so on. Then, suspense dates are ... into the follow-up system or recorded in the renewal control (expiration) list. Some accounts will require monthly calls or visits, while others will be pleasantly accommodated with semi-annual checkups. Each month, when the renewal control list is printed, the service contact list should also be produced. Together, CSRs and producers should discuss the accounts and determine who can be most effective with a service call or visit. Larger accounts require and deserve a visit from the producer and CSR. To keep it all under control, the CSR should ... Blog Photos Group Connections Reviews Member Content Member Content - Content Package Categories Popular Recent All Back Planning Client Service Contacts 1/9 /2014 12:00:00 AM by CompleteMarkets Editor , Pat Kefauver This content has not been rated yet. An organized service contact program can build client relationships, ensure accurate protection for clients, and facilitate the request for referrals. The process is simple. Upon writing a new account, the producer and CSR determine the number of times an account should be contacted throughout the coming year. The ...

... throughout the coming year. The timing and frequency of service calls are determined by the size and type of account along with the personality of the decision-maker(s ) . For example, when an account is written with a seasonal operation (an ice cream shop or outdoor recreation facility), plan to talk to the insureds just before and shortly following their busiest season. A dry cleaner may want to talk with you after the winter has ended, the CPA after April 15th, and so on. Then, suspense dates are ... into the follow-up system or recorded in the renewal control (expiration) list. Some accounts will require monthly calls or visits, while others will be pleasantly accommodated with semi-annual checkups. Each month, when the renewal control list is printed, the service contact list should also be produced. Together, CSRs and producers should discuss the accounts and determine who can be most effective with a service call or visit. Larger accounts require and deserve a visit from the producer and CSR. To keep it all under control, the CSR should ... Blog Photos Group Connections Reviews Member Content Member Content - Content Package Categories Popular Recent All Back Planning Client Service Contacts 1/9 /2014 12:00:00 AM by CompleteMarkets Editor , Pat Kefauver This content has not been rated yet. An organized service contact program can build client relationships, ensure accurate protection for clients, and facilitate the request for referrals. The process is simple. Upon writing a new account, the producer and CSR determine the number of times an account should be contacted throughout the coming year. The ...

...l operation (an ice cream shop or outdoor recreation facility), plan to talk to the insu...ency. Establishing a service contact program is an excellent way to build acco...