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Whether it is adherence to social distancing guidelines, working with clients that are too busy or located a long way from the office, there are still many advantages to learning how to market and build relationships remotely that are beneficial now and will prove to be useful in the future.
Continuing education comes with the territory for insurance professionals and one option that continues to be popular in the industry is professional designation courses.
Without clear guidelines, employees are doing things the best way they know-how, but very likely doing things their own way. When this happens, important steps can be missed and results will be inconsistent.
This application is a one page form used to collect pertinent details on additional drivers that do not fit on the Acord 127.
This application is used to record specific property information including the insured's business locations/buildings, property values and other necessary property details.
This application is used to record client information including things like insured’s exposure, loss history and other necessary business operations details.
When working in a customer service role in an insurance agency (or any industry), there is bound to be conflict at some point. It can certainly be frustrating if your goal is to help the customer and they are not responding positively to your efforts.
The Acord 27 form is more commonly knowns as the Evidence of Property Insurance. It is a single-page form used to provide proof of property coverage to another party who has interest in a residential property, commercial property and/or the contents of the property.
Situations will arise from time to time which requires an employee to have a difficult conversation with a client. Having this conversation can feel especially stressful if they did not have any control over the decisions that were made leading up to that point.
