Search found 5 matches

by Shawna64
Mon Oct 31, 2016 12:15 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184275

Re: Agency Management System

Love Love love my TAM. If you learn it you can make it do almost anything. Not going to EPIC for the reasons stated here, many friends in the business did and regret it.
by Shawna64
Mon Aug 22, 2016 11:17 am
Forum: Opinions
Topic: Does Anyone have am automated solution for payment reminders
Replies: 10
Views: 11305

Re: Does Anyone have am automated solution for payment remin

Can you say "TCPA"? The minute you start automated communications you open yourself up to class action TCPA lawsuits. Calling and doing reminders for late pays and cancellations may be a good practice for your agency, but with the E&O issues, you have to run a super tight ship and thos...
by Shawna64
Thu Apr 10, 2014 11:18 am
Forum: Opinions
Topic: Adding P&C to current practice
Replies: 6
Views: 6685

Re: Adding P&C to current practice

Hey there....Good Job thinking outside the box! You absolutely should expand those relationships. It's the relationship that has value, the rest is just commodity..truly, with the right help you can do a good job of it. IF you are in California, call PIA in San Carlos. You can maintain ownership, th...
by Shawna64
Wed Mar 26, 2014 11:01 am
Forum: Opinions
Topic: Health Care is it worth it...
Replies: 5
Views: 5402

Re: Health Care is it worth it...

I completely disagree. If you team up with a good health insurance intermediary like Word and Brown, or Warner Pacific, they do most of the work and you just collect commissions. You will learn a bunch, but have top rated support. Way better than you get from P&C. That's from someone who has mad...
by Shawna64
Thu Dec 27, 2012 12:55 pm
Forum: Hard-to-Place Accounts
Topic: WC account Losses 189 X-mod hard class codes
Replies: 14
Views: 14526

Re: WC account Losses 189 X-mod hard class codes

The easy answer...BBSI. Pricing is usually pretty good at that mod, and the program forces safety.