I saw there was a lot of talk of agency management systems and I just wanted to chime in really quick. We used Tam Applied Online for years and the cost for 3 user names to access the system was in the vicinity of 11K/year. At the time were an agency for 5 employees. They charge an extra $300 or so ...

Does anyone out there use an email disclaimer that they put on every email or even just when they send out quotes? In this day and age half of the clients only want to do business via email and most just want the cheapest price. I just want to try and eliminate any possible E&O exposure when I s...

I need to get another business phone system for my insurance agency. It needs to be capable of having at least 10 phone lines...preferably up to 15 so i dont need to buy another one in 5 years. Capable of having indivudial voice mail for everyone. Anyone have something their business uses that is si...

One way of getting appointed is by buying someone elses smaller book of business. You can get a payment plan usually. This gets you a contract with the carrier(s) that they have usually. Otherwise it is difficult to get appointed with companies as a new agency.

Seeking advice on how to divide responsibilities between Customer Service Reps in the office We are in the process of trying to re-define which CSR's do which tasks in the office. Do most agencies split up tasks based on alphabet (one CSR takes clients A-F, next one takes G-M, etc)? What is the best...