https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2138/E-O-Insights-Let-Me-Think-About-It-%E2%80%A6/
... directory of carriers, wholesalers and service providers. Negotiate lucrative contracts with carriers and wholesalers. Net result. More revenue for your agency! Clients & Prospects will research you, your co-workers and your agency here. The most comprehensive online insurance industry reference library for - Personal Lines Professionals Commercial Lines Professionals Life/Health & Benefits Professionals Online newsletters and content that you can use for your clients and social media efforts. Ability to attach leads and clients to your specific market searches, with e-mail alerts for all the market, articles, ... worth $5 million to $10 million. The client, a new customer, had provided a copy of his previous policy to the agent and asked for coverage. The agent stated that he saw the previous policy had $1 million primary and $4 million umbrella. According to the agent, he told the client he was only going to obtain a primary policy for $1 million and that the client was going to think about whether he wanted the umbrella coverage. Again, according to the agent, the client never ... . The underlying case was worth $5 million to $10 million. The client, a new customer, had provided a copy of his previous policy to the agent and asked for coverage. The agent stated that he saw the previous policy had $1 million primary and $4 million umbrella. According to the agent, he told the client he was only going to obtain a primary policy for $1 million and that the client was going to think about whether he wanted the umbrella coverage. Again, according to the ...
https://completemarkets.com/Article/article-post/227/Emerging-E-O-Loss-Exposures/
...k, Non-Ownership Auto exposures (Personal and Business Auto), D&O Liabilit...iligence can help reduce the frequency and severity of E&O claims as well ...
https://completemarkets.com/Article/article-post/995/Personal-Lines-Profit-ThereS-More-Than-One-Way-To-Do-It/
Personal Lines Profit: There's More Than One ...rvices that agencies need to handle personal lines profitably.
https://completemarkets.com/Article/article-post/2139/CERTIFICATES-OF-INSURANCE-BEST-PRACTICES/
...kers Compensation, Liability and Umbrella coverages, not property. I d also su...involving the issuance of certificates and educate your staff on this importan...
https://completemarkets.com/Article/article-post/229/Agency-Risk-Management-Of-Soft-Market-Hard-Market-Exposures/
...reas, primarily in Liability and Umbrella/Excess Liability policies. You must ...ile demonstrating your professionalism and your concerns to your clients.
https://completemarkets.com/Article/article-post/2800/Best-Insurance-Plans-That-Protect-Large-Scale-Contractor-Operations/
...t partners nationwide; known for personal service model, "Keeping insurance hu... contract requirements for all current and upcoming projects. Workers' compensation structure and multi-state coverage consistency ar...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2156/E-O-LEGAL-ACTIONS-THE-AGENCY-NEMESIS/
... requires agents to make an effort to: 1. Become professionally aware of your products and make every effort to communicate that knowledge to every individual within your organization. 2. Apply that knowledge to the requirements of your insured through research and development of the business and personal activities of the client. 3. Find the applicable product and/or products to fill those needs. 4. Communicate the availability and pertinent issues of each product presented, using understandable written and oral communications. 5. Insist upon acknowledgment whenever the client rejects ... 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 it is the agency's policy to offer Commercial Umbrellas to each account, then the audit documentation should reflect that this has been accomplished. The audit checklist should mirror the task list of each system component. One consultant client has found two approaches to the design and implementation of his audit system. The audit format ... developed by the customer service representatives in accordance with what a complete file should include. Essentially, the CSRs worked as a team to develop the audit form. In addition, the consultant is in the process of placing his system task lists on his agency software program. This will provide immediate guidance for personnel wishing to review tasks requirements. In conclusion, deploying the system we've described should not overwhelm you. It can be as simple as a notebook with standard operating procedures, or as extensive as your particular needs dictate. The ...
https://completemarkets.com/Article/article-post/2156/E-O-LEGAL-ACTIONS-THE-AGENCY-NEMESIS/
... development of the business and personal activities of the client. 3. Find t...nt is that it should exist. Innovation and creativity have no place in the she...