https://completemarkets.com/Article/article-post/1849/REACHING-OUT-TO-SELL-SOMEONE/
...Monica Langley If you think telemarketing is only a bunch of people yakking...urnal, lives in Knoxville with her husband. She gathered all the information f...
https://completemarkets.com/Article/article-post/132/Agencies-Are-Getting-Help-These-Days/
... they can do for you.
CONSULTING FIRMS
Consultants are here to stay, but yo...r insurance companies. And consulting firms can help, too - just make sure to ...
https://completemarkets.com/Article/article-post/1735/Hints-From-Hales-What-Is-In-A-Business-Plan/
...e characteristics and sizes of the firms you acquire? Do you look for distressed situations or well-run firms?
A unique product. If... that you'll be able to repay the loan and stay on a profitable footing, make sure your plans make sense and your expectations are in line with ...
https://completemarkets.com/Article/article-post/2212/LIFE-HEALTH-E-O-AVOIDANCE/
...her entities. If your affiliated firms are known, the separation of activit...bility insurance provides — and the security of E&O will help you p...
https://completemarkets.com/Article/article-post/2142/Is-Your-Web-Site-A-Potential-E-O-Headache/
...cy’s web site present a potential Errors & Omissions headache? The answer ...ick fixes. It takes strategic thinking and ongoing effort.”
Conclusion
Where i...
https://completemarkets.com/Article/article-post/234/E-O-Claims-The-Discovery-Process/
...crete stages of 'discovery' in an Errors and Omissions (E&O) claim. Discovery b...rocess, before a lot of damage is done and heavy expenses incurred.
https://completemarkets.com/Article/article-post/2064/MANAGING-THE-CLAIMS-HANDLING-PROCESS/
...nagement, automation, clustering, Errors and Omissions, evaluations, mergers and producer compensation. You can reach O...t (707) 935-6565 . e-mail catherine@oakandassociates.com, or visit www.oakandassociates.com.
https://completemarkets.com/Article/article-post/2560/Improving-Your-Close-Ratio/
... doesn't buy those policies, your errors and omissions exposure will be reduced by ... conditions, no Life agent should be standing still in education, production, ...
https://completemarkets.com/Article/article-post/2598/Types-of-insurance-every-company-needs/
...rs your expenses in case you face errors or omissions in your firm’s operation...ty insurances available on the market, and according to the industry you work,...
https://completemarkets.com/company/marindependent-insurance-services-llc/Articles/content-package/Member-Content/TabCategory/article-post/2560/Improving-Your-Close-Ratio/
... revealing. With the help of an experienced Life producer or manager-perhaps from one of your Life companies-list the producer's reasons for each lost case, as she understands it. Then have someone else from your agency-the P/C agent, the customer service representative, or a telemarketer, perhaps-in a friendly, non-sales approach, call the lost prospect to ask why he or she did not buy. You might offer a little gift for the help, as some policy-takers do. Match the P/C agent's view with the lost prospect's view ... your client will not be left with big gaps in coverage. Even if the client doesn't buy those policies, your errors and omissions exposure will be reduced by the agency's offering them. Keep good records on all the agent's sales activities so that you can work with firm facts instead of vague impressions. Review, in nontechnical terms, the strengths and weaknesses of your agent with the agent and with at least one other experienced Life person. Look for an improved closing ratio, a clear understanding of why each lost sale was lost ... and a flow of leads for related products to be handled by a competent person. That should build the cash flow. Your agent should also be raising her level of competence. Various insurers offer training materials and courses, as do general agents, managing general agents, insurance schools and colleges, and Life agents' associations. In today's market conditions, no Life agent should be standing still in education, production, or earnings. All should be improving. The goal of the CompleteMarkets editor is to bring valuable content to the ...