https://completemarkets.com/Article/article-post/620/The-Facts-Of-Life-About-Personal-Lines-And-Having-A-Well-Trained-Staff/
...e upon a time, you had to visit a travel agency to arrange for a vacation. Onc...lting Group, Inc. as a tool to help insurance agency principals to identify sk...
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...alter and fail. Aetna has become Travelers (which has merged with St. Paul), ...r parents were able to manage their insurance businesses like their parents b...
https://completemarkets.com/Article/article-post/1596/LIFE-INSURANCE-PROSPECTING-TRAVEL-BUSINESS/
Life Insurance Prospecting - Travel Business
LIFE INSURANCE PROSPECTING TRAVEL BUSINESS The love of travel shared by many people can bring lots ... rounds out a line. In that sense, a traveling prospect is a golden prospect.
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...tis Pearsall The other day I was travelling with a good friend who happens to be an extremely professional insurance agent. On the way to lun...AF can be reached at Utica National Insurance Group, P.O. Box 530, Utica, NY 1...
https://completemarkets.com/Article/article-post/1324/GENERAL-CUSTOMER-QUESTIONNAIRE/
...l Estate/Management Service ___ Travel Service ___ Auto Financing ___ O...e last 3 years. Do you carry enough insurance? ______ If you can, please give ...
https://completemarkets.com/Article/article-post/1998/FINANCIAL-STATEMENTS-AS-A-MANAGEMENT-TOOL/
...e, postage, messengers, etc.; and travel and entertainment, including all auto...rmission from Professional Insurance Agents Of New York, March 1995.
https://completemarkets.com/Article/article-post/2103/ARE-PARTS-OF-YOUR-AGENCY-IMMUNE-FROM-E-O-CLAIMS/
... by Curtis Pearsall In my recent travels, an agent asked me what areas of an ...AF can be reached at Utica National Insurance Group, P.O. Box 530, Utica, NY 1...
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... Immune From E&O Claims?4/30/2013 10:44:07 PM by CompleteMarkets Editor , Curtis Pearsall This content has not been rated yet. ARE PARTS OF YOUR AGENCY IMMUNE FROM E&O CLAIMS? by Curtis Pearsall In my recent travels, an agent asked me what areas of an agency cause the most E&O claims. I commented that the majority of claims seem to involve either sales staff or CSRs. After all, they're the people most involved in consummating the transaction and delivering the ... policy. However, the agent was somewhat surprised when I added that receptionists and bookkeepers do from time to time commit an error that results in an E&O claim. First, a few comments about CSRs and producers. In most agencies, the CSR is the individual who deals most extensively with the public. Because sales staff don't make any money sitting behind a desk, ' they're typically not in the office. Thus questions from customers, requests for certificates, and clarifications of coverage are often handled at the CSR level ... in the file or on the computer system that the policy had a midterm cancellation in effect. No area of an agency is immune from an E&O claim. Circulate this article to your non-insurance personnel and let them know that it's critical to perform their duties professionally and accurately. This article originally appeared in the Utica National Insurance Co. E&O Bulletin and is reproduced with permission. Curtis M. Pearsall, CPCU, AIAF can be reached at Utica National Insurance Group, P.O. Box 530, Utica, NY ...
https://completemarkets.com/Article/article-post/2129/Where-Are-Your-Accounts-Located/
...larly difficult because the agent traveled from New York to California in an e...tionally insured their property and liability to proper values. But if account...
https://completemarkets.com/Article/article-post/1260/TOTAL-SERVICE/
...se [ ] In-Hospital Income [ ] Travel Accident-Baggage insurance [ ] Life insurance [ ] IRAs [ ] Annuities NAME: ...