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We all want to have people who will follow us and do as we ask. We want to be likable, we want to sell more policies and we want to make a good first impression. How do we do it?
If there is a single most important reason why an insurance agency should subscribe to a management system, that is to have access to custom, ad-hoc reporting of commissions, payments, performance.
A potential subscriber called and requested that we add a claims module. He explained what his needs are and what is the process he follows when filing a claim on behalf of the insured.
An insurance management system that surpassed the boundaries of task and project management. Creating, delegating, tracking and estimating task completion are just a few of the elements.
Taking a look at the protection covered by inland marine coverage. What if an insured's cargo is hijacked by real pirates? What part if any is really protected? Do we even know the answers?
