https://completemarkets.com/Article/article-post/678/Penny-Wise-And-Dollar-Foolish-Measures-To-Increase-Backroom-Efficiency/
...l by typewriter. What a waste of valuable time, when all the agency had to do ...
https://completemarkets.com/Article/article-post/2156/E-O-LEGAL-ACTIONS-THE-AGENCY-NEMESIS/
...nies the cleaning and storage of valuable fur items. Award for the plaintiff (...table). He did, however, teach us a valuable lesson: Pack your own parachute t...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2098/AGENCY-AUTOMATION-E-O-FRIEND-OR-FOE-%E2%80%94-Part-3-TRANSACTIONAL-FILING/
... efficiency. Many of the new transactional filing systems have been enhanced with built-in suspense features. Remember, there's no file to put suspense items in. The system can store various checklists that have been used to evaluate the exposure, any correspondence from insurance companies and insureds, as well as letters from the agency. Because these records are stored by date, no one can change the date — a valuable feature in the event of an E&O claim. &# 160 On the downside, many employees I spoke with said that they're reluctant to give the system a fair chance because they didn't understand it. Be sure to communicate to your staff the objectives of transactional filing, and provide them with the necessary training, as well as answers to their questions ... #160 by Curt Pearsall &# 160 Many agencies largely misunderstand transactional filing, even though it can have a significant impact on their E&O exposure. This article by Curtis Pearsall will focus on the potential impact of agency automation on E&O claims. &# 160 &# 160 Going back to the late 70s and early 80s, I can remember a slogan "Paper free in 83." Many would argue that we're worse today than before. Yet for many agencies, the move to transactional filing has been a giant step forward. Essentially this technology involves the elimination of paper files. Paper that would normally be included in an insured's file now goes to an electronic folder marked with the date of the transaction. To review a file, you go into ...
https://completemarkets.com/Article/article-post/476/Imaging-A-Powerful-Tool-To-Increase-Productivity/
...aster won't destroy the agency's valuable files.
Employee benefits. This d...
https://completemarkets.com/Article/article-post/1403/FOR-THE-FUTURE-PRODUCER-RECRUITING/
...nfluence prospecting can be an invaluable recruitment technique. Many agents s...ccepted or rejected. This will be invaluable if an applicant later charges tha...
https://completemarkets.com/Article/article-post/2098/AGENCY-AUTOMATION-E-O-FRIEND-OR-FOE-%E2%80%94-Part-3-TRANSACTIONAL-FILING/
...ne can change the date — a valuable feature in the event of a...
https://completemarkets.com/Article/article-post/2773/Importance-of-Health-Insurance-for-Students/
...ize the quality of their academic papers and other coursework over obtaining h...with completing your assignments and papers, it may be advantageous to contemp...
https://completemarkets.com/Article/article-post/2627/An-Ad-Campaign-that-Worked/
... from vehicles to billboards. Newspapers and advertising papers abound. Radio and TV beam us up. Phon...
https://completemarkets.com/Article/article-post/1844/SOCIAL-NETWORKING-WHAT%E2%80%99S-NEXT/
...s in your social network. “Valuable content” is something that cli... include pre-written articles, white papers, seminar presentations (from which...
https://completemarkets.com/Article/article-post/508/Have-We-Lost-Our-Way-With-CRM/
...rsonalized dialogue for our most valuable customers.
What started as a simple ... personalized dialogue for our most valuable customers. So far, we've been in ...