Search found 5 matches
- Mon Oct 31, 2016 12:15 pm
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 322212
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.
- Mon Aug 22, 2016 11:17 am
- Forum: Opinions
- Topic: Does Anyone have am automated solution for payment reminders
- Replies: 10
- Views: 19222
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...
- Thu Apr 10, 2014 11:18 am
- Forum: Opinions
- Topic: Adding P&C to current practice
- Replies: 6
- Views: 9133
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...
- Wed Mar 26, 2014 11:01 am
- Forum: Opinions
- Topic: Health Care is it worth it...
- Replies: 5
- Views: 7156
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...
- 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: 20760
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.