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

...strong>tech related to the Insurance Industry...
14 topic(s) | 41 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/ziEZtwUli0CA3aprAN5t1w/Need-help-writing-commercial/
So here's the deal. I have a bookkeeping & tax business, and I am also fully licensed in Idaho (Life/Health and Property/Casualty) and I have an fully licensed agency in Idaho. I am really busy with the accounting portion of my business, but I currently have requests for quotes for commercial auto, business owners and commercial liability waiting to be quoted. But with my other workload, I just haven't had time to jump on anything. I don't want to lose them completely, but I just am pushing the limits on my time. So I am looking for someone that I can get to quote and write the policies, but I would like to still be compensated. I would service the accounts, because they would be bookkeeping and tax clients as well and I would be the "trusted adviser". Is there someone out there who can help me? With the bookkeeping business, I am constantly getting requests for commercial coverage for new and/or small businesses. But I don't have time to put all of the paperwork together and deal with back and forth to get it placed. I'd gladly give up the majority of the commission to keep my clients happy. And I really would like to run any commissions under my agency, if possible. So basically I make the initial contact, your company actually writes the policy doing all of the footwork on the back end and keep a sizable piece of the commission. And then I will be the contact for the client for any service needs. I'd love to hear any thoughts on the whole idea. A. Brian Cogan
Last post: We could probably be of assistance. Would want to ... by Tom Wyss Affinity Group Underwriters, 4510 Cox Road, Glen Allen, Virginia 23060
4491 topic(s) | 5 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
3812 topic(s) | 3 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/phkW-TAl20-7AamWAIQuQg/Commercial-Subcontractors/
...start up. The business installs technology systems in commercial environments....
1910 topic(s) | 2 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 ...ine experience when purchasing your insurance and employee benefits products a...
Last post: In countless studies and surveys across both P& ... by Raymond Didia Unemployed, 5496 NW Chapel Ct, Port Saint Lucie, FL 34986
6689 topic(s) | 1 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/HOnngwr6eke2NKBGAL6Zyw/Tips-for-Communicating-on-Social-Networks/
Connecting and communicating on a social network may seem like just another aspect of the communications that we are used to in everyday life – but there are some significant differences that everyone should focus on. 1. Pick a social networking community that shares the same interests with you. This may sound like too much common sense to be written down, but it is an important starting point to facilitate meeting your goals and expectations of social networking. Some networks focus on business, and others focus on personal relationships. 2. Embrace creativity. Read, learn from peers, and follow those people that you consider to be successful. By following in other’s footsteps you can guarantee success. Don’t be afraid to reach out and connect with others – this is what social networking is all about! 3. Build trust based upon contacts. Many social networking platforms like Facebook, LinkedIn, and CompleteMarkets use who you know to show other users who trusts you with a relationship. If other users share some of your contacts then they will be more likely to trust you. Reach out to people and businesses that you know with a friendship request and others will be more likely to do the same for you. Remember that we now live in a truly Global Village. Distance is no longer a barrier to communication!
Last post: Amen. And as an fyi, CompleteMarkets has a 5 star ... by Adrian Holloway INSOMIS Corp., PO Box 542, Big Bear City, California 92314
7456 topic(s) | 2 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/F0VYnoUo3069lKdDAKIc8A/Property-Preservation-GL-and-E-amp-O-Insurance/
Hi, I have an insured who is is a mortgage field service property maintenance company. They provide services such as rekeying locks, boarding and securing windows and doors, housecleaning, lawn care, snow removal, and property inspections. Hanover/Brunswick Companies is non renewing them and I am looking for a carrier who can offer both General Liability and E&O coverage. Anyone know of a carrier who will write?<o:p></o:p>
Last post: We have a market who will do the GL and profession ... by Kenneth Kukral International Excess, 3700 Park East Dr. #250, Beachwood, OH 44122
4145 topic(s) | 6 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/0odk2U_Oqk-guaw9AJWjKw/MVR-Program/
Can anyone recommend a simple MVR program. I just need to be able to run a simple MVR (for all 50 states)...that's it. I don't need an Agency Management System.. a Fleet Monitoring System... or any type of Risk Management Analysis Program.. I JUST need MVR's :o). Thank you.
3421 topic(s) | 7 post(s)

https://completemarkets.com/Pages/Discussion/dtopic/Dz8pH9zv-EazUaC-ANIyJQ/Email-or-File-Share-What-are-you-using-to-send-receive-policy-documents/
...er files and 90 page policies? Technology may have saved our backs from stoop...re the successful retrieval of your insurances documents? How do you get thos...
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
11530 topic(s) | 5 post(s)