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https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/236/E-O-Proofing-Your-Agency-25-Tips-For-Little-Or-No-Cost/
... with the insured. Be sure that all payrolls, receipts, sales, and so forth represent the expected amounts for the new year, and prepare the insured for the audit to come, especially if a large additional or return premium is forthcoming. 18. If shopping a renewal for a client and you expect to move the account to a new market, contrast the previous and new carriers' coverages. If your client moves from one of the enhanced BOP programs to what's basically an ISO BOP, there are some significant differences ... client. A client's loss might be your first chance to shine in their eyes. Don't let this opportunity slip away by allowing an uncaring company employee do your job for you. The worst thing you can do is to turn the claim over to a company service center and lose your importance to the client. When a client calls to tell you of a loss, advise, direct, and sympathize — show them everything in its best light, and demonstrate a sense of control. Never advise the insured that you'll try to ... the carrier to take care of an uninsured loss. Don't argue with the company to reverse its position on a denial; you might become liable. Be a mediator, not a player! Never authorize repairs. They should be handled between the adjuster, the insured, and the repair shop. Once you've taken the pertinent information and told the insured what to expect, report this to the carrier immediately online or by fax, or phone. Try to get the assigned claim number. Advise clients as quickly as possible that the ...