Coverage would depend on the definition of terrorism, whether any of the acts were terrorism (not just straight vandalism) and the contract language in the policy.

Anyone have thoughts about the best ACORD forms software to use? A few options out there include Avyst, Simply Easier Acords, Forms Boss, ACORD themselves Not looking for a full blown management system...just ACORD forms. Possibly with contact management, just so some of the information could be pre...

check this out:

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So...are dates of birth really PII? If you can just buy a list from the state, then maybe not...

stay independent. there are lots of ways to educate yourself on the market/products, etc

Independent. Find a niche that you can specialize in and work it!

AARP, which uses an Allstate policy. Best deal ever. Ever!

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You can't beat that...

Simple question....what is the best ACORD forms software. I do NOT mean a full-blown agency management system. Here's what I want to do: Create ACORD forms for each submission/Client/policy. Store those ACORD forms for each client Copy those ACORD forms each year. Keep them updated. BE able to use t...

What I would do? honor my word and sit out the non-compete.

I am not sure why the person with QQ stated there are no contracts because there most certainty do have long contracts. Because the insurance industry, particularly on the technology side is rooted in the past. They have no interest in moving the industry, or our ability to transact business, in th...

there isn't one.

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?

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...

One question for today:

Do you maintain "leads" or "prospects" in the same database as active clients?

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.

Differentiate yourself with what you know. Be the expert. Choose a niche. Go after it.