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Search results for: Receivables-Management
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7 results found
https://completemarkets.com/Pages/Discussion/dtopic/Dz8pH9zv-EazUaC-ANIyJQ/Email-or-File-Share-What-are-you-using-to-send-receive-policy-documents/
Remember the days of paper files and 90 page policies? Technology may have saved our backs from stooping & bending and even prevented those irritating paper cuts, but has it solved the problem of getting that 90 page policy from your desk to your client? “Email it!” you say? That’s not a bad idea. But is it the best one? Convenience says yes, security says maybe and server limitations say - not so quick! As a broker, many times I would receive a call from an underwriter asking if I knew why my email told his email that a file could not be received by my server. My answer – “Wha?” When relying on email alone, situations like this can be problematic. With paper mail becoming less and less desirable and logistically more cumbersome, one solution may be having multiple solutions. What is your agency doing to ensure the successful retrieval of your insurances documents? How do you get those documents out to your clients? As we look into different methods of delivery, consideration of our brokers needs and wants is first and foremost! Your thoughts and ideas are greatly appreciated.
Last post: We use Citrix Sharefile in our office. It has an ... by Mark Hutchings Distinctive Insurance, 8375 W FLAMINGO RD #102, Las Vegas, NV 89147
11997 topic(s) | 5 post(s)

https://completemarkets.com/pages/Discussion/dboard/DXLRjbbJA0qzsqBEAMRfxw/Agency-Management/
...our agency
2. HR
3. Management Tools

And ...
7 topic(s) | 25 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/rYDFG18d7UaG2KhBAP6Nbw/Credit-Insurance-Accounts-Receivable-Insurance/
Hello, I am part of our broker management team at Euler Hermes, the largest p...
Last post: This is not the place for spam ... by TeEvans N/A, N/A, Phoenix, AZ 85028
5880 topic(s) | 1 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/X34zmIzdeEWL96X2AKFrNA/Insight-to-Our-Exclusive-Real-Time-and-Inexpensive-Leads/
The response to our exclusive specialty commercial insurance leads from agents around the country, has been wonderful. Thank you. But then, we were confident that real time, exclusive, inexpensive insurance leads would be well received by the insurance agent community. I wanted to take a moment to make sure you have some insights to our leads and answer any questions you might have. We also have an FAQ page for you to view and get answers to some common questions. First and foremost, please remember our leads are exclusive and real time. This means we do NOT aggregate our leads and we do not BUY leads. Once you purchase a lead, its yours. We do not resell the information...ever. You might be missing out on leads… In case you aren't aware, our lead notifications are based on location. This means that we try to match the consumer up to agents that are nearby first. Many agents have asked me how to get more leads or see the notification first. Its crazy simple. If you are logged into your CompleteMarkets account, visit your Subscriptions Page. There you can customize the type of consumer leads you want to receive in addition you can add any zip code you wish. Some agents use different zip codes throughout the state so they get notifications on first submission. Do you write in multiple states? Using the same subscriptions page you can add in zip codes from any state (or location) you can write (or easily obtain your license). Want a specific type of lead? Visit our Open Leads page where we display all currently open leads (leads that have not been purchased…yet). You can use the filters to find leads in different states, specific coverages, price, age, etc. You can bookmark that page and visit it any time (logged in or out), select one or many leads and purchase within seconds! Want more leads, but not sure if you have a Market? This is where our partner network really helps. We specialize in finding you the right Wholesaler/Broker/MGA to write the risk for you. We have very good relationships with all of the companies and can help you find almost any market in any state. We will automatically connect you to a company that can write the risk, so you can purchase with confidence. All of the companies we work with are excellent at helping agents understand the market and answer questions they have. This means you can EXPAND YOUR BOOK and bring in more revenue!! Can I view and manage the leads I purchase? Absolutely! We provide you a FREE lead dashboard to quickly filter and view consumer details. You have full control to archive leads, mark them as policy written or in review. Keep the consumer up to date with the progress of their policy simply by changing a box. We will notify them on your behalf to give you more time to do what you want...make more money! Feel free to respond with any questions you might have or any feedback you have about the leads you've purchased. We are always interested in hearing about your successes!! Interested to know what other agents are saying about our leads? Want to leave us a review? Visit our Review Page! Here is some recent feedback from one CompleteMarkets Member: “In the last 3 months Erin and her team have helped us increase our closing ratio over 50% with the market match lead program. The markets that they have partnered with are very willing to help on that hard to place risk. The response time by her partners is fantastic.” Thank you for using CompleteMarkets. Your support is greatly appreciated!
Last post: RETIREMENT PLANNING, 100% SAFE INSURED BY MINESOTT ... by Vincent Bondi SAFE SAVINGS NOW, 4733 Nw 5Th St, Deerfield Beach, FL 33443
6208 topic(s) | 3 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/dn2m2QAQTEyqoqk9ATopEg/Zywave-Modmaster-compared-to-Acucomp/
...Modmaster for workers comp risk management? How does it compare with Acucomp?...
Last post: Has anyone used Zywave Modmaster for workers comp ... by Peter Young HIGH TECH INSURANCE SOLUTIONS, 1669 FLANIGAN DRIVE, San Jose, California 95128
3724 topic(s) | 1 post(s)

https://completemarkets.com/pages/Discussion/dboard/a883K5N1FEySWqBEAMIYPQ/Property-Casualty/
Add and participate in topics related to -
1. Personal Lines
2. Commercial Lines
3. Benefits

And just about anything related to the P&C industry.
78 topic(s) | 404 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/Bm0oA84mfEurFakGARAxQA/Yacht-Insurance-in-Florida/
Looking for a competitive market for a 300k+ boat for an insured with no prior boat ownership, already received a quote for Geico for over 9k.
Last post: Hey Jim, I have Liberty Mutual, Guard, CNA, Hartfo ... by Anthony Gueriera Jr. Palladino Insurance Agency, 11 N Brookside Road, Springfield, PA 19064
2838 topic(s) | 7 post(s)