Search found 5 matches

by aguarino
Tue Nov 07, 2017 5:00 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 145088

Re: Agency Management System

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 ...
by aguarino
Tue Nov 07, 2017 4:38 pm
Forum: Opinions
Topic: Email Disclaimers
Replies: 5
Views: 2301

Email Disclaimers

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 send ...
by aguarino
Tue Oct 22, 2013 11:19 am
Forum: Opinions
Topic: New Phone Line System Help
Replies: 5
Views: 8814

New Phone Line System Help

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...
by aguarino
Fri Oct 18, 2013 6:13 am
Forum: Opinions
Topic: becoming appointed
Replies: 6
Views: 8141

Re: becoming appointed

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.
by aguarino
Thu Oct 17, 2013 1:19 pm
Forum: Opinions
Topic: How to divide work to customer service reps
Replies: 5
Views: 13887

How to divide work to customer service reps

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...