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/
... 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 ... 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 ... 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 ...
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...ur staff early on to gain their buy-in and working together to address proble...
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...Insurance Co. E&O Bulletin and is reproduced with permission.
https://completemarkets.com/Article/article-post/536/Turn-Yesterdays-Giveaway-Into-Todays-Promotional-Power/
...d gifts are perceived to be more valuable. They go beyond just giving somethin...uct is to actually promote the company and its products and services. In the final analysis, it...
https://completemarkets.com/Article/article-post/2665/How-to-Choose-Use-But-Not-Abuse-a-Risk-Management-Consultant-II/
... Request copies of articles and papers written by the consultants. Although ...onclusion of the study all information and work generated during the project.
...
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. Phone books, direct mail, place mats at fast food outlets, and pens all pass us a message. Stores have banners, displays, and promotions, and every single product has a label, wrap...al of attention in the next few years, and we want to be positioned to have pe...
https://completemarkets.com/Article/article-post/985/ERRORS-AND-OMISSIONS-CONSIDERATIONS/
... payment, but the expenditure of valuable management and sales time to fight the battle can be ...dures that will treat customers fairly and respect their intelligence and decision-making capabilities. Keep them informed of good news and bad in a timely manner. And meet their needs with courtesy and professionalism. A satisfied insure...
https://completemarkets.com/Article/article-post/93/Non-Web-Site-Planning-Office-Layout/
...ge for some of the agency's most valuable employees.
WHERE SHOULD PRODUCERS BE...ard the way you've always done things, and have some fun. You can make the pla...
https://completemarkets.com/Article/article-post/1860/THE-AGENCY-DATABASE/
... loading also helps them to gain valuable experience working with the system. ... is your agency's power plant. Fill it and use it completely, and you will be handsomely rewarded. Portions of th...
https://completemarkets.com/Article/article-post/943/MANAGING-TO-AVOID-ERRORS-OMISSIONS-PROBLEM/
...led without payment. The loss of valuable management and sales time, impact on employee morale and productivity, and the damage that the news can do to th...y evaluated with respect to financial and operational red flags that might in...