Search found 31 matches

by BADTROUT
Sat Apr 13, 2019 2:27 pm
Forum: Opinions
Topic: PL Raing (Vertafore) does not support Chrome?
Replies: 8
Views: 4437

Re: PL Raing (Vertafore) does not support Chrome?

I think at some point someone beyond my pay grade will develop a "standard" for carrier and rater integration. Before anyone says... whoa that'll never happen, look at what The Association for Cooperative Operations Research and Development did in the late 70's. They built it... oh it took a little ...
by BADTROUT
Sat Apr 13, 2019 2:04 pm
Forum: Opinions
Topic: I Work for an agency that has lost major appoinmtents
Replies: 5
Views: 5315

Re: I Work for an agency that has lost major appoinmtents

Go virtual... Meaning, I have just as many out of state clients as I do in state (Colorado). Of course it depends on the type of business you are going after. Do you market in person, or a sit down or is most of your business done by phone? Mine just so happens to be about 50/50 clientbase but there...
by BADTROUT
Sat Apr 06, 2019 6:56 am
Forum: Opinions
Topic: Your single biggest challenge right now?
Replies: 23
Views: 8498

Re: Your single biggest challenge right now?

Had the issue with Safeco and Travelers... we used to get asked "can you shop us out" all the time. The carrier would beat us up too... we were always running quotes... some carriers retention was in the 65% range... agency was great @ 90% but carriers dont see that way on it... Things are better no...
by BADTROUT
Thu Apr 04, 2019 11:42 pm
Forum: Opinions
Topic: PL Raing (Vertafore) does not support Chrome?
Replies: 8
Views: 4437

Re: PL Raing (Vertafore) does not support Chrome?

EZLynx optimized for Chrome...
by BADTROUT
Wed Mar 27, 2019 6:49 am
Forum: Opinions
Topic: Appointment with personal line carriers
Replies: 8
Views: 3617

Re: Appointment with personal line carriers

I'm not a huge fan of the aggregator model, hence our structure being a hybrid between that and a cluster. That said, I agree that finding the marketing reps and really working them (bus & marketing plan) is definately doable. I would be the first to tell you that success CAN happen without help, yo...
by BADTROUT
Tue Mar 26, 2019 10:25 pm
Forum: Opinions
Topic: Appointment with personal line carriers
Replies: 8
Views: 3617

Re: Appointment with personal line carriers

I am biased, but as the network founder, I'd have to recommend checking out Horizon. https://horizonagency.systems/horizon/

I'm here to help rather than solicit, but since you ask I'm happy to help.
by BADTROUT
Tue Mar 26, 2019 6:07 pm
Forum: Opinions
Topic: Appointment with personal line carriers
Replies: 8
Views: 3617

Re: Appointment with personal line carriers

Yes, there are groups that will give you access to some of the other carriers. Some carriers may be difficult to access directly but you'll have an easier time when you associate with a group or cluster.
by BADTROUT
Sat Mar 23, 2019 8:29 pm
Forum: Opinions
Topic: Appointment with personal line carriers
Replies: 8
Views: 3617

Re: Appointment with personal line carriers

Get with an aggregator or cluster that offers binding authority.
by BADTROUT
Fri Mar 22, 2019 5:15 pm
Forum: Opinions
Topic: Chrome or Internet Explorer
Replies: 3
Views: 2347

Re: Chrome or Internet Explorer

Exactly
by BADTROUT
Fri Mar 22, 2019 5:13 pm
Forum: Opinions
Topic: Commission For P and C
Replies: 4
Views: 3750

Re: Commission For P and C

1000% pass!
by BADTROUT
Thu Mar 21, 2019 12:24 pm
Forum: Opinions
Topic: Chrome or Internet Explorer
Replies: 3
Views: 2347

Re: Chrome or Internet Explorer

Even Microsoft gave up on ie... nuff said.
by BADTROUT
Wed Mar 20, 2019 11:07 pm
Forum: Opinions
Topic: Does EZ Lynx work on Chrome?
Replies: 1
Views: 2358

Re: Does EZ Lynx work on Chrome?

EZ is optimized for Chrome. I use the carrier plugins as well, meaning I can go straight to a policy billing by clicking on the policy in EZ right at the carrier site. Chrome works well with it.
by BADTROUT
Tue Mar 19, 2019 12:54 am
Forum: Opinions
Topic: Email Disclaimers
Replies: 14
Views: 8510

Re: Email Disclaimers

Plagarized from a carrier, but thanks for your opinon.
by BADTROUT
Mon Mar 18, 2019 10:25 pm
Forum: Opinions
Topic: Automation (Specifically downloads)
Replies: 6
Views: 3247

Re: Automation (Specifically downloads)

Intervention required when a download isn't matched to a client file but that is a negligible occurrence. As for the automated processes, I mean you do have to program it to do what to do and when you want it to do like set a talk or reminder, send an email etc etc
by BADTROUT
Mon Mar 18, 2019 4:08 pm
Forum: Opinions
Topic: Email Disclaimers
Replies: 14
Views: 8510

Re: Email Disclaimers

Sorry I had lost sight of the original post... Here is what we use. This e-mail message, including any attachments, is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged and/or confidential. If you are not the intended recipi...