Search found 138 matches

by pageltd
Tue Jun 18, 2019 10:51 am
Forum: Opinions
Topic: Marketing and Contact Management
Replies: 5
Views: 272

Re: Marketing and Contact Management

JohnnyLaw wrote:
Tue Jun 18, 2019 10:47 am
Yes I use the same system for all accounts, which has capability of making notes, accounting, etc. Full disclosure though I also keep folders on all accounts that are active which would include emails from customers, underwriting, etc.
Folders outside the management system, right?
by pageltd
Tue Jun 18, 2019 10:43 am
Forum: Opinions
Topic: Marketing and Contact Management
Replies: 5
Views: 272

Re: Marketing and Contact Management

My agency uses Allied/Doris software. It has the ability to add named insureds in client, prospect, or all, buckets. And is easy to move a risk from one to another, example when a company goes out of business, etc. Thanks. So, your answer is that you do use the SAME management system to manage clie...
by pageltd
Fri Jun 14, 2019 11:29 am
Forum: Opinions
Topic: Marketing and Contact Management
Replies: 5
Views: 272

Marketing and Contact Management

One question for today:

Do you maintain "leads" or "prospects" in the same database as active clients?
by pageltd
Thu May 02, 2019 11:18 am
Forum: Opinions
Topic: Property and Casualty Exam Tips
Replies: 5
Views: 2792

Re: Property and Casualty Exam Tips

Invest in a good test prep program with unlimited practice exams. Plenty of them to choose from. Find one that fits your style of learning. Know your stuff. Go to the real exam rested and ready. It's not hard to pass. The next step, after you pass the exam, is continuing to hone that expertise.
by pageltd
Tue Apr 16, 2019 10:27 am
Forum: Opinions
Topic: I Work for an agency that has lost major appoinmtents
Replies: 5
Views: 2416

Re: I Work for an agency that has lost major appoinmtents

Differentiate yourself with what you know. Be the expert. Choose a niche. Go after it.
by pageltd
Sat Apr 13, 2019 4:09 pm
Forum: Opinions
Topic: PL Raing (Vertafore) does not support Chrome?
Replies: 8
Views: 2024

Re: PL Raing (Vertafore) does not support Chrome?

Totally agree on the browser issue. I think we're being a dead horse here a little.

ACORDS.... That's another story. Totally unusable and rigid structurally. The days of information being requested in a specific and rigid structure, based on generalities is gone.
by pageltd
Fri Apr 12, 2019 11:17 am
Forum: Opinions
Topic: I Work for an agency that has lost major appoinmtents
Replies: 5
Views: 2416

Re: I Work for an agency that has lost major appoinmtents

Would need to know a little more...

Why are they losing appointments?
Will they eventually close?
What are you licensed for?
Do you have a book / clients that you can take with you, or is there a NC involved?

Le us know
by pageltd
Fri Apr 12, 2019 11:15 am
Forum: Opinions
Topic: PL Raing (Vertafore) does not support Chrome?
Replies: 8
Views: 2024

Re: PL Raing (Vertafore) does not support Chrome?

Why has the rollout of Chrome for PL Rating been so long. It all has to do with the integration with the insurance carriers. Most carriers 12-18 months ago did not work in Chrome. The bridge from PL Rating to the carrier would not work if PL Rating was in Chrome. Now that has changed the option of ...
by pageltd
Wed Apr 10, 2019 10:37 am
Forum: Opinions
Topic: Let's talk about policy / account review
Replies: 0
Views: 556

Let's talk about policy / account review

What does your agency do, whether automated or not, in order to deliver a full policy review? It does not need to be limited to your agency management system. It would be interesting to know other tools that you use in order to conduct policy reviews for your clients. What re the steps that are take...
by pageltd
Wed Apr 10, 2019 5:08 am
Forum: Opinions
Topic: Your single biggest challenge right now?
Replies: 23
Views: 3958

Re: Your single biggest challenge right now?

Low risk gets an email or a call that says if you see a shift in your pricing that doesnt look reasonable please contact us immediately, even if all looks well we are always here to do a full review. On the high risk ones, they get a call and email saying we noticed your premium went up, let's take...
by pageltd
Mon Apr 08, 2019 9:27 am
Forum: Opinions
Topic: 3rd party servicing company
Replies: 2
Views: 1318

Re: 3rd party servicing company

WAHVE - Work at Home Vintage Experts. We tried them, had good luck with one remote worker. Another was mediocre. I think the idea is good, but they did not nurture the relationship with our agency, at all. My guess is that they are more interested in larger agencies, but I do not know that for sure...
by pageltd
Mon Apr 08, 2019 9:23 am
Forum: Opinions
Topic: PL Raing (Vertafore) does not support Chrome?
Replies: 8
Views: 2024

Re: PL Raing (Vertafore) does not support Chrome?

that's good, but they're sill (2) weeks behind vertafore with one of our companies that rolled out a whole new rating platform.
by pageltd
Sun Apr 07, 2019 4:51 am
Forum: Opinions
Topic: Your single biggest challenge right now?
Replies: 23
Views: 3958

Re: Your single biggest challenge right now?

Had the issue with Safeco and Travelers... we used to get asked "can you shop us out" all the time. The carrier would beat us up too... we were always running quotes... some carriers retention was in the 65% range... agency was great @ 90% but carriers dont see that way on it... Things are better n...
by pageltd
Fri Apr 05, 2019 12:47 pm
Forum: Opinions
Topic: Your single biggest challenge right now?
Replies: 23
Views: 3958

Re: Your single biggest challenge right now?

pageltd, I think what agents are expressing, is the fact that the CARRIERS are telling you, me and every other agent, if you requote too much, we can terminate your contract and you are not welcome back ever. So if you hear this advice from an agent, they are really just passing on what they have w...
by pageltd
Fri Apr 05, 2019 10:45 am
Forum: Opinions
Topic: Your single biggest challenge right now?
Replies: 23
Views: 3958

Re: Your single biggest challenge right now?

Explaining rate increases of 38% or more. Rating has become so complex underwriters can't tell you why a rate increases. I recently had a homeowner policy that was almost $1,000 per year and on renewal it went to $2,000 and there hadn't been any claims. No one with the company could tell me why. Ne...