https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/tag/customer-service/
... 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 customer service Articles tagged with customer service Back How Not To Hate Performance Evaluations This content has not been rated yet. CompleteMarkets Editor , Emily Huling 4/30/2013 10:36:58 PM HOW NOT TO HATE PERFORMANCE EVALUATIONS by Emily Huling Emily Huling explains that a properly executed performance evaluation can help both individuals and organizations improve. .. All Articles by CompleteMarkets Editor Comments (0 ) It Ain't Easy Being A Customer Anymore! ' This content has ... AIN'T EASY BEING A CUSTOMER ANYMORE! ' by Mike Manes The good news about being a poor old Cajun boy (I've been criticized for using this term to describe my.. All Articles by CompleteMarkets Editor Comments (0 ) A Sales Strategy That Works! This content has not been rated yet. John Graham 8/21/2014 12:00:00 AM Trying to get fish into the boat before catching them sounds crazy; it wouldn't make.. All Articles by John Graham Comments (0 ) Admissibility As Evidence For Errors And Omissions Claims This content has not been rated yet. CompleteMarkets Editor , Jack Fries 4/30/2013 12:00:00 AM If (when) your agency faces E&O litigation, you'll need to provide admissible evidence to the court. Laws ...
https://completemarkets.com/Article/article-post/2574/Sample-Presentation-Package/
... from an agent or broker upon premium payment than the delivery of a policy with its promise of protection: It is our goal to act as a risk management department for our clients. XXX & Company has always sought to supplement insurance company services and give its clients added value for the insurance dollars they pay. Certain minimum activities are necessary for such a program to function properly. XXX & Company performs several functions for its clients that will help them get the maximum benefit for their insurance dollars, doing much more than an annual analysis of exposure and values and recommendation of insurance coverages. Described below are services that XXX & Company performs in its role as an insurance agent and broker for (COMPANY NAME) Claims Handling Cameron M. Harris has a claims department staffed by 10 people. Our ... We carefully review your leases and other contracts to determine whether you should assume a particular exposure, and if you must assume it, how best to handle it. REGULARLY SCHEDULED MEETINGS The key people at our office and your office will meet on a regularly scheduled basis to review your plans and needs. PERSONAL INSURANCE DEPARTMENT This department of our agency offers clients cost-effective and well-designed personal auto, homeowners, boat, valuable items, and other types of personal policies. FINANCIAL SERVICES DEPARTMENT This department offers a full range of financial planning services, including life, health and disability insurance, assistance in the design of "buy-sell" agreements, and pension and profit-sharing plans. WORKERS COMPENSATION Coverage provided Coverage A: Workers Compensation Statutory Benefits Provided Coverage B: Employer's Liability Bodily Injury by Accident: $ Each Accident ...
https://completemarkets.com/Article/article-post/2359/The-Business-Development-Plan-Part-1-Of-4/
...cess, who will be involved, and performance expectations for each one. Walk t...
https://completemarkets.com/Article/article-post/796/Activating-Life-Leads/
... to be unaware of Life business written on its accounts, and to fail to get its proper share of the commissions on that business- and on referred and collateral business as well. Additionally, it's an E&O exposure. Searching for Life leads interferes with CSR and other operations. Too often, CSRs are given Life-prospecting chores. They might recite a written text, conduct a questionnaire, or perform other time-consuming tasks in an effort to identify Life-lead situations. CSRs often protest that they were not hired for Life prospecting, feel uncomfortable with it, and resent having to make up their lost P/C work. And many insureds object to being used' by CSRs to create calls from Life agents, which they usually don't want anyway. Life-prospecting interferes with P/C producers' work. ... When an auto accident, burglary, theft, or vandalism occurs, you're the third to know (after the police are informed) . If there's a fire, storm, or flood, you'll know. On the happier side, you're also among the first to know about the new car, the house expansion, new jewelry, fine arts acquisition, promotion, new baby or grandchild, new boat, vacation plans, or whether a child is going to college or getting married. These events involve P/C insurance, of course. They also provide excellent leads for Life insurance. Good or bad, big or small, they involve a change in financial condition, which, in turn, is exactly what Life agents seek: To identify changing needs and advise how their products may ...
https://completemarkets.com/Article/article-post/401/10-Steps-To-Overcome-Competition/
...o job satisfaction and pride in performance, which in turn leads to a book of ...
https://completemarkets.com/Article/article-post/1913/CUSTOMER-SERVICE-REALITY-CHECK/
... Most was actually good. Most professionals were. Some were even angels; a physician assistant (Patch Adams type) made rehab a treat. She has mastered the art of "putting the customer first" and touching hearts. One-on-one, she was as good as any customer service professional I've ever seen. Unfortunately, in a competitive marketplace where excellence is the baseline, customers soon forget the exceptional performers or take them for granted and remember only the bad players or experiences — the weakest link. A single bad event, player, or result can turn a heavenly experience into hell. Episode # 4 — The Mike Is Always Live. President Reagan's off-the-record, but on the air, comments about bombing the "commies" was cute in context, but incredibly stupid since it was being broadcast ... is wasted because it focuses on processes, rather than people. Great conversationalists don't talk: They listen and observe. As a customer, I don't want to know how smart you are, I want you to recognize and celebrate how smart I am. It's not about your ego; it's about mine. In all too many cases, I observed intelligent, highly trained medical professionals missing the communications boat by talking down to patients in language they didn't understand and at a pace they couldn't retain. The most effective communications occurred with the housekeeping staff and the bedpan operator — perhaps because these professionals had more time, less ego, and by the nature of their jobs made a more intimate connection with the patient. They were doing something for the patient, not to her. Perhaps the bedpan ...
https://completemarkets.com/Article/article-post/1739/MONITORING-THE-PLAN/
...er can take quick action. Staff performance may need to be improved or efficie...160 Flood ______________ Boats ______________ Aircraft ...
https://completemarkets.com/Article/article-post/265/Agents-Can-Negotiate-Contracts/
...ting support, or negotiating a performance bonus.
However, many agents would ...
https://completemarkets.com/Article/article-post/858/Power-Marketing-How-To-Keep-A-Company-Selling/
...strate stability, strength, and performance. Durability makes a difference bec...
https://completemarkets.com/Article/article-post/1736/MONITORING-THE-PLAN/
...er can take quick action. Staff performance may need to be improved or efficie...___________ Flood ______________ Boats ______________ Aircraft ____...