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25 results found
https://completemarkets.com/Pages/Discussion/dtopic/DCF8iqJE3UiztqNJAJ_zNw/Cyber-Liabilty-amp-Technology-E-amp-O/
...provide both Cyber Liabilty and Technology E&O and I will be happy to expl...may See Cyber Coverage included on Technology Errors and Omissions Policies bu...
Last post: Thanks Jason, helpful indeed! ... by Adrian Holloway INSOMIS Corp., PO Box 542, Big Bear City, California 92314
5499 topic(s) | 3 post(s)

https://completemarkets.com/pages/Discussion/dboard/iKH4zcTn7UKn9KBEAMiPYg/Technology-Tools/
...to -
1. Software
2. Technology & Information Technology
3. Productivity

...
14 topic(s) | 41 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/np34wIJdXEGoN6BEATHZkQ/Is-your-website-letting-you-down/
“So, are you happy with your website?” The response from typical agency owners is mixed at best, with some key observations in common: Unfulfilled expectations and a lack of quantifiable results. We’ve looked into the evolution of the independent agency website during the past several years and concluded that technological and design innovations alone have not improved engagement with your audience of prospects and clients (a wrench cannot loosen a fastener by itself). We have identified the demographic trends that affect not only the “what” but also the “how” and “why” of effective website deployment. And finally, we have encouraged you to examine the role that your website plays in your agency’s overall marketing strategy, with key mission-related questions that should help to remove any barriers between your agency and its audience. Remember: Your website is not the relationship. It is a two-way communication hub that helps you – and your clients and prospects – to grow and maintain the relationship. Click here to read the entire article 'Why your website is letting you down' authored by yours truly in Rough Notes magazine’s October 2011 issue.
Last post: Matthew, Yes, web site design is definitely one ... by Adrian Holloway INSOMIS Corp., PO Box 542, Big Bear City, California 92314
8672 topic(s) | 3 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/HxMFGL_n-E68GKHVALysTg/Bringing-Face-to-Face-Engagement-into-the-21st-Century/
...cation solution built on WebRTC technology. It features high-definition video ...
Last post: In countless studies and surveys across both P& ... by Raymond Didia Unemployed, 5496 NW Chapel Ct, Port Saint Lucie, FL 34986
7377 topic(s) | 1 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/W8UbeaXjykKzyKTbAYFteA/My-Startup-Risk-Matrix-revolutionary-platform-to-underwrite-submit-business-and-manage-prospects-for-independent-brokers/
Friends, I would love to get your opinion on my new startup Risk Matrix. The idea is pretty simple: the average insurance agent has no time or resources to know about all programs, wholesalers, mgas, carrier appetites etc that exist in the marketplace. There are thousands of carriers. So an average agent misses out on a lot of opportunities to work with a wholesaler because agent doesn’t know that wholesaler writes particular piece of business. On the other side, wholesalers and direct carriers spend A LOT of time declining business or advising agents that they don’t have the market for the piece of business they are trying to place. The whole system has to be more efficient. So I came up with the idea to create a matrix, kind of like periodic system in chemistry. Let’s say the agent needs to place an apartment building. He keys in several criteria’s (age of the building, construction type, occupancy) and based on that he gets that Nationwide would decline the risk, so would Starr Indemnity, but Colony through Hull & Co would. If agent is already working with Hull&Co, Hull&Co will be one of the first companies in the search queue. At that time, the agent will have the option to actually send the submission to the wholesaler through the platform and he will do so by completing risk specific questionnaires and accords. He will also have a tool to communicate with the underwriting team. Then, wholesaler would upload the quote to the platform and if the agent likes it he will have the opportunity to bind it through the system. At the end the idea is to help agents to know the marketplace and to help wholesalers to get ONLY the business the like to write. <o:p></o:p>
Last post: Felix, obviously its a worth endeavor. It sounds ... by Scott Marindependent Insurance Services LLC, PO Box 585, Mill Valley, CA 94942
11833 topic(s) | 8 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/YVIg2PZWpUyAKKBEANNifQ/How-Can-an-Insurance-Agent-Leverage-Social-Media-Marketing/
We are in a sinking hole of technology, no matter how hard you fight it, y... get sucked in! Everywhere you are technology has been implemented i...
Last post: Top three benefits of social media marketing: The ... by Steven Miltonberg Transformer Marketing, 4130 Cahuenga Bl #310, North Hollywood, CA 91602
8315 topic(s) | 3 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/WFgFAqM0hUK66qoAACTDnQ/WooCommerce-booking-appointment-plugin/
WooCommerce booking appointment plugin enable appointments with respect to date and time. Admin can see bookings in appointment section or in google calendar. WooCommerce booking appointment plugin is available for Hotels, Doctors and for online courses, etc. Staff members can also see the appointments on google calendar from their account. You can also create additional services on product page which are free or paid. Charge customers for the services you’ve provided. You can configure padding time, cancellation time, booking time, enable multiple slot selection, multiple appointments etc. When a customer books an appointment, you’ll need to schedule time for your staff to meet with the customer. Cost of this plugin is just 29$.
2727 topic(s) | 0 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/h0e7eD5glEy63KqHAKXIpQ/Quote-Management-Program/
Can anyone recommend a program that will track/assist in quoting? Meaning, enter basic information and the program will track the quote, from start to finish, "Unsubmitted (Pending additional Info), "Submitted", "Quote Received", "Proposal Sent". With the information entered, it will prepare a proposal and e-mail to your customer, it will also remind you of various "to do's" like, "Your quote has been out for 2 days, call client and see if they want to bind" Quote bound, get binder". </br> </br>I used one years ago with an Independent Agency I worked for, I just can't remember the name of it.
Last post: We use EZLynx with the built in rating system, ho ... by Melanie Altland DeBruhls Insurance Services, Swannanoa, West Ashville, NC 28806
4409 topic(s) | 3 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/xLxh7JxEIEq7naBKARhzdg/Getting-more-from-Microsoft-Outlook/
Reminders – Reminders are a great way to get things done in a busy environment, and Outlook allows for a couple ways to set them. You can easily set a reminder based on an email by right clicking on it and selecting “Follow Up” in the pop-up context menu. You can also create a task if there is something that needs a reminder that isn’t email based; just remember to set a due date if you want a reminder. Spell Check – Outlook by default has spell checking turned on, but spelling is an important part of a professional image and you shouldn’t let mistakes slip by you when you miss the squiggle red line. To ensure that every message is properly spell checked in Outlook 2010 click File > Mail > and put a check next to “Always check spelling before sending.” Now it’s almost impossible to make an embarrassing mistake! Related Messages – Sometimes your Inbox can get so full that it’s difficult to find the right message, especially when following up on previous conversations. Outlook has an easy way to search through all the messages to find the one you were looking for. Just right click on the message and choose the option, “Find Related.” This can be used to either find messages sent by the selected sender or to find messages with related content and subject. This feature can be a life saver when trying to find a particular message quickly. Delete Forever – Some emails shouldn’t stick around the inbox, and I’m not going to go into specifics about which ones they are. Regardless of the reasons, if you need to delete something permanently you can use a quick keyboard shortcut after you have selected the message with your mouse. Just press and hold the shift button while you push the delete key on your keyboard. Warning – there is no easy way to get the message back, and it might not even be possible depending on your email setup, so use Shift+Delete carefully! Undelete – If you deleted something (but not with the delete forever method) and you want it back quickly you can just use the default windows shortcut for undo “Ctrl+Z”. This will undo your most recent action whether it was deleting a message or recovering the last sentence you typed before deciding it wasn’t up to par, and then realized it was the best part of the message. This shortcut can be used in just about any application on your computer.
Last post: Thanks Adrian, Hopefully there is enough info the ... by Brian Carlson CompleteMarkets, PO Box 367, Industrial Hillside, New Jersey 07205
7885 topic(s) | 3 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/c331mDYOjketPqFOAL6gVA/MSN-Messenger-being-retired/
It will be converted to skype messaging. I did enjoy using msn through trillian so I hope skype works well in trillian. http://blog.gadgethelpline.com/microsoft-retiring-msn-messenger-favour-skype/ link to trillian if anyone is interested. https://www.trillian.im/ I think trillian is great when you pay for the pro version because your chats are synched regardless of what computer/device you use.
Last post: It will be converted to skype messaging.  I d ... by Peter Pham-Admin Insomis, 12345 admin street, admin, CA 33333
7214 topic(s) | 1 post(s)