https://completemarkets.com/Article/article-post/2156/E-O-LEGAL-ACTIONS-THE-AGENCY-NEMESIS/
...ional plan? The vast quantities of paper from insurance agencies alone must ac...y someone who can objectively examine paper or media trail. In other words, do...
https://completemarkets.com/Article/article-post/70/If-The-Niche-Fits-Designing-The-Niche-Program-Questionnaire/
...gram be on admitted or nonadmitted paper?
A. Most insurance company groups can...agency either admitted or nonadmitted paper, based on the type of risk. The dr...
https://completemarkets.com/Article/article-post/2621/Netiquette-The-Art-of-E-Mail-Etiquette-Part-3/
...r greatly reduce) the shuffling of paper. But what chance is there of this occ...of unwanted advertisements and wasted paper could be your monthly water bill. ...
https://completemarkets.com/Article/article-post/337/Targeting-The-Ethnic-Consumer/
...Hispanic. Advertising in the major papers was canceled; ads now run in about a dozen small, local papers written in specific languages. A new...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2006/CONSUMER-ONLINE-ACCESS-HELP-YOUR-CUSTOMERS-HELP-YOU/
... people weren't helping us. Now we can't imagine living without ATMs. In the beginning, people hated answering machines (the original voice mail) . They were seen as impersonal, and accepting them took some time and tolerance. Things change. Consider workflow in your agency. What things are you doing for customers that you can let go of? Are you stuck doing transactions — faxing pieces of paper here and there? What about your staff? Sure, updating information is mission-critical, but that's all the more reason to let your customers do much of the job themselves. Of course you don't want to stop providing customers with personal service. But bear in mind that they rely on you for consultative advice and service — not transactions. Do you earn your commission by building intimate knowledge of ... up hours of productivity for staff. An easy place for any agency to start providing self-service options for its clients is in certificates of insurance. Certificates are a non-revenue-generating activity for agents and a constant source of irritation for clients who can't get them when they need them. This type of self-service gives agents and brokers a competitive advantage by providing 24/7 service without additional staff. It's popular with contractors who are out in the field and truckers who are out on the road during business hours. These groups and others can access certificates of insurance themselves when they're doing paperwork — after hours. Technology allows people to happily fend for themselves in a lot of cases. They don't have to rely on others. It's convenient, always accessible, easy to use, and it's flexible for people with ...
https://completemarkets.com/Article/article-post/1653/DISASTER-PLANNING-MANUAL-PART-2/
...ual typewriter, a supply of carbon paper, postage stamps, flashlights, candles...th caution in dealing with unknown contractors and/or repair shops to avoid po...
https://completemarkets.com/Article/article-post/1078/WORKPLACE-COMMUNICATION-MIND-YOUR-Ps-AND-Qs/
...ropriate to read another's mail or papers. Attend meetings. Be on ti...air process started. Refill paper trays. Be considerate of the next ...
https://completemarkets.com/Article/article-post/1917/A-Back-Porch-Mba/
...se established a Mission either on paper or in their minds and souls to descri...from a stern 'NO' to a rolled- up newspaper across her butt.
Management of th...
https://completemarkets.com/Article/article-post/2006/CONSUMER-ONLINE-ACCESS-HELP-YOUR-CUSTOMERS-HELP-YOU/
...nsactions — faxing pieces of paper here and there? What about your staff...e themselves when they’re doing paperwork — after hours. Technolo...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2107/ARE-YOUR-HOMEOWNERS-ACCOUNTS-INSURED-TO-VALUE/
... easy to send customers letters to make sure that they're insuring their property to its proper value. The survey should ask such question as what changes have you made to your home in the past 24 months? ' Include a stamped self-addressed envelope. Or you might prefer to have CSRs do a telephone survey, with every conversation fully documented. Use these surveys to upsell Homeowners customers and to create a paper trail that can be used if a customer refuses to increase their coverage, suffers a loss, and then threatens to sue you for failing to insure their residence to value. Newsletters and surveys are great tools to educate your customers, reinforce your professionalism, build your bottom line — and reduce your E&O exposure. How many of your customers fall into the 73% of underinsured homeowners ... Popular Recent All Back Are Your Homeowners Accounts Insured To Value?4/30/2013 10:44:07 PM by CompleteMarkets Editor , Curtis Pearsall This content has not been rated yet. ARE YOUR HOMEOWNERS ACCOUNTS INSURED TO VALUE? by Curtis Pearsall You've decided to add a family room to your house with big bay windows, and French doors opening onto a back garden. You're talking to contractors, deciding on paint colors, and supervising a host of other details. How likely are you to contact your insurance agent to modify your coverage limits? Read what Curtis Pearsall has to say about underinsured clients in this document. &# 160 Nearly three in four (73%) homes in the United States are underinsured by 35% . When I first saw this statistic I found it ...