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... 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 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 entered into the follow-up system or recorded in the renewal control (expiration) list. Some accounts will require monthly calls or visits, while ... 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 confer with producers once a month to choose one or two days in the coming month when both can go on service calls. Of course, the dates must be verified with clients. Then a full day's schedule allowing about an hour and a half between appointments can be established. Once or twice a month, the producer and CSR should spend almost an entire day visiting clients. During the visit, ...

... 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 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 entered into the follow-up system or recorded in the renewal control (expiration) list. Some accounts will require monthly calls or visits, while ... 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 confer with producers once a month to choose one or two days in the coming month when both can go on service calls. Of course, the dates must be verified with clients. Then a full day's schedule allowing about an hour and a half between appointments can be established. Once or twice a month, the producer and CSR should spend almost an entire day visiting clients. During the visit, ...

...ults. Banks provide structure, facilities, and systems. This is good but not...

... 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 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 entered into the follow-up system or recorded in the renewal control (expiration) list. Some accounts will require monthly calls or visits, while ... 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 confer with producers once a month to choose one or two days in the coming month when both can go on service calls. Of course, the dates must be verified with clients. Then a full day's schedule allowing about an hour and a half between appointments can be established. Once or twice a month, the producer and CSR should spend almost an entire day visiting clients. During the visit, ...

...rance policies, a few Boat and Recreational vehicle policies, and probably sev...

... (in most cases, the owner and resident of the home before the trust was established), rather than the name of the trust. • &# 160HO 06 07 Limited Coverage For Theft Of Personal Property Located In A Dwelling Under Construction Endorsement This new optional endorsement will provide limited coverage for theft of personal property in a dwelling under construction. • &# 160HO 24 13 Incidental Low Power Recreational Motor Vehicle Liability Coverage Endorsement ISO has reduced the coverage in this endorsement by adding motor scooters to the list of excluded vehicle types. Mary LaPorte, president of LaPorte Consulting (Martin, MI), offers expertise in agency management, workflow, and Errors and Omissions analysis. You can reach her at (269) 672-7801; e-mail: [email protected] ; or visit: www.lpinsuranceconsult.com . ... of "insured", the deductible provision and the "perils insured against" wording. In addition, some recent court decisions influenced changes in the areas of Collapse Coverage and Water Damage. These policy provisions have added wording to communicate the intent of the coverage more clearly and to eliminate any ambiguity. Here are some other changes: Changes that Reduce Coverage • &# 160Personal Property Located in Self-storage Facilities There's a 10% limit for personal property located in a self-storage facility. According to ISO, the increasing use of self-storage facilities during recent years means that losses for property located in them might go undiscovered for extended periods, potentially increasing the severity of the loss. Coverage can be increased by use of the newly introduced HO 06 14, Increased Amount of Insurance for Personal Property Located in a ...

... maybe not! Have you considered the individual insurance needs from Auto and Home to Life and Disability for each of those 45 employees, from the president on down, and their families? Making some general assumptions, that account might have a potential for 45 Auto policies covering about 100 vehicles, 20 Homeowners policies, 25 apartment dweller policies, 50 or more Life insurance policies, a few Boat and Recreational vehicle policies, and probably several more Commercial accounts from employees (or their spouses) who own or run businesses on the side. Each of the employees that you add to your book of business brings another element of growth by way of referrals- if you ask for them! This is a simplified scenario, but I think you have the idea. Maximizing goes well beyond account rounding or ... customers! Satisfied customers do not create satisfied employees, but satisfied employees do create satisfied customers. Whether your agency is large or small, how frequently do you show a positive interest in the personal and work lives of your employees? Is your primary contact a simple Good morning' as you past their desks on the way to your office-womb? Or do you make a point of strolling through the facility regularly just to chat with the troops? Do you jot them positive notes on a job well done, or relegate your commendations to annual appraisals? When was the last time the agency provided a birthday cake for an employee's anniversary, or simply convened the entire staff for a social hour to celebrate a big or small success? The simple act of communicating with your employees will open the door ...