Search found 5 matches

by RiskManaged
Sun Sep 18, 2016 4:15 pm
Forum: Opinions
Topic: Certificate of Insurance Tracking - Access or Excel Database
Replies: 22
Views: 99762

Re: Certificate of Insurance Tracking - Access or Excel Data

Have you inquired with your broker to see if they provide any such cert tracking tools/resources? Im not advocating a change of brokers or switching to a larger brokerage but typically brokerages on the larger side and those focused on providing a more value driven experince will have such resources...
by RiskManaged
Sun Aug 21, 2016 2:44 pm
Forum: Opinions
Topic: Does Anyone have am automated solution for payment reminders
Replies: 10
Views: 10820

Re: Does Anyone have am automated solution for payment remin

I hear what many of you are saying, BUT.....for those of you primarily in personal lines, I think you're missing the MUCH bigger message....each time a company like Geico includes more convenient features which make things easier and quicker whether it be quote-bind-payment-service-claims-etc....you...
by RiskManaged
Fri Aug 12, 2016 6:49 am
Forum: Opinions
Topic: Does Anyone have am automated solution for payment reminders
Replies: 10
Views: 10820

Re: Does Anyone have am automated solution for payment remin

I don't want to turn this thread into a debate on whether or not it's an appropriate practice or not...I can see the initial question getting lost in a much deeper debate. But that said, while we are aware of the potential E&O issue, we have definitely saved ourselves a lot of work. I don't thin...
by RiskManaged
Tue Aug 09, 2016 3:29 pm
Forum: Opinions
Topic: Does Anyone have am automated solution for payment reminders
Replies: 10
Views: 10820

Does Anyone have am automated solution for payment reminders

Does anybody have (or know of) an automated system that will email or text insureds payment reminders on a daily basis? Right now we actually do contact each one of our clients individually to remind them of overdue payments which I am seeing as an area which could be better managed through an autom...
by RiskManaged
Mon Aug 08, 2016 7:39 pm
Forum: Opinions
Topic: Attorney considering CPCU- thoughts?
Replies: 27
Views: 108343

Re: Attorney considering CPCU- thoughts?

It might be helpful to consider the type of insurance you would like to get involved with. I have the RPLU and am half way through the ARM. I was also considering the CPCU but for the type of insurance I concentrate on: Professional, cyber and mgmt liability, I have the impression it may be the leas...