Search found 148 matches

by pageltd
Wed Jun 03, 2020 12:42 pm
Forum: Opinions
Topic: Riots & Protection
Replies: 6
Views: 9435

Re: Riots & Protection

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.
by pageltd
Mon Mar 02, 2020 9:50 am
Forum: Opinions
Topic: ACORD forms software
Replies: 0
Views: 23271

ACORD forms software

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...
by pageltd
Thu Feb 27, 2020 9:35 am
Forum: Opinions
Topic: How are you protecting your clients private information?
Replies: 4
Views: 27061

Re: How are you protecting your clients private information?

check this out:

www.connvoters.com

So...are dates of birth really PII? If you can just buy a list from the state, then maybe not...
by pageltd
Thu Feb 27, 2020 9:31 am
Forum: Opinions
Topic: Selling life insurance with no experience
Replies: 15
Views: 81208

Re: Selling life insurance with no experience

stay independent. there are lots of ways to educate yourself on the market/products, etc
by pageltd
Thu Feb 27, 2020 9:30 am
Forum: Opinions
Topic: Newbie, Should I Start a Farmers or Independent ?
Replies: 24
Views: 56899

Re: Newbie, Should I Start a Farmers or Independent ?

Independent. Find a niche that you can specialize in and work it!
by pageltd
Thu Feb 27, 2020 9:28 am
Forum: Opinions
Topic: towing and roadside assistant programs.
Replies: 3
Views: 22487

Re: towing and roadside assistant programs.

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

https://www.aarproadside.com/aarp/compare-plans

You can't beat that...
by pageltd
Thu Feb 27, 2020 9:24 am
Forum: Opinions
Topic: Absolute best ACORD forms software
Replies: 0
Views: 22856

Absolute best ACORD forms software

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...
by pageltd
Thu Feb 27, 2020 9:19 am
Forum: Opinions
Topic: Non-Compete Agreement
Replies: 3
Views: 24300

Re: Non-Compete Agreement

What I would do? honor my word and sit out the non-compete.
by pageltd
Thu Feb 27, 2020 9:17 am
Forum: Opinions
Topic: Best mgmt system for small agency
Replies: 11
Views: 62579

Re: Best mgmt system for small agency

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...
by pageltd
Fri Aug 02, 2019 11:54 am
Forum: Opinions
Topic: Best mgmt system for small agency
Replies: 11
Views: 62579

Re: Best mgmt system for small agency

there isn't one.
by pageltd
Tue Jun 18, 2019 10:51 am
Forum: Opinions
Topic: Marketing and Contact Management
Replies: 5
Views: 29992

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: 29992

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: 29992

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: 29640

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: 29732

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.