Search found 31 matches
- Sat Apr 13, 2019 2:27 pm
- Forum: Opinions
- Topic: PL Raing (Vertafore) does not support Chrome?
- Replies: 8
- Views: 121124
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...
- Sat Apr 13, 2019 2:04 pm
- Forum: Opinions
- Topic: I Work for an agency that has lost major appoinmtents
- Replies: 5
- Views: 115169
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...
- Sat Apr 06, 2019 6:56 am
- Forum: Opinions
- Topic: Your single biggest challenge right now?
- Replies: 23
- Views: 219747
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...
- Thu Apr 04, 2019 11:42 pm
- Forum: Opinions
- Topic: PL Raing (Vertafore) does not support Chrome?
- Replies: 8
- Views: 121124
Re: PL Raing (Vertafore) does not support Chrome?
EZLynx optimized for Chrome...
- Wed Mar 27, 2019 6:49 am
- Forum: Opinions
- Topic: Appointment with personal line carriers
- Replies: 9
- Views: 126750
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...
- Tue Mar 26, 2019 10:25 pm
- Forum: Opinions
- Topic: Appointment with personal line carriers
- Replies: 9
- Views: 126750
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.
I'm here to help rather than solicit, but since you ask I'm happy to help.
- Tue Mar 26, 2019 6:07 pm
- Forum: Opinions
- Topic: Appointment with personal line carriers
- Replies: 9
- Views: 126750
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.
- Sat Mar 23, 2019 8:29 pm
- Forum: Opinions
- Topic: Appointment with personal line carriers
- Replies: 9
- Views: 126750
Re: Appointment with personal line carriers
Get with an aggregator or cluster that offers binding authority.
- Fri Mar 22, 2019 5:15 pm
- Forum: Opinions
- Topic: Chrome or Internet Explorer
- Replies: 4
- Views: 102775
Re: Chrome or Internet Explorer
Exactly
- Fri Mar 22, 2019 5:13 pm
- Forum: Opinions
- Topic: Commission For P and C
- Replies: 4
- Views: 103840
Re: Commission For P and C
1000% pass!
- Thu Mar 21, 2019 12:24 pm
- Forum: Opinions
- Topic: Chrome or Internet Explorer
- Replies: 4
- Views: 102775
Re: Chrome or Internet Explorer
Even Microsoft gave up on ie... nuff said.
- Wed Mar 20, 2019 11:07 pm
- Forum: Opinions
- Topic: Does EZ Lynx work on Chrome?
- Replies: 1
- Views: 73714
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.
- Tue Mar 19, 2019 12:54 am
- Forum: Opinions
- Topic: Email Disclaimers
- Replies: 14
- Views: 81419
Re: Email Disclaimers
Plagarized from a carrier, but thanks for your opinon.
- Mon Mar 18, 2019 10:25 pm
- Forum: Opinions
- Topic: Automation (Specifically downloads)
- Replies: 6
- Views: 73415
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
- Mon Mar 18, 2019 4:08 pm
- Forum: Opinions
- Topic: Email Disclaimers
- Replies: 14
- Views: 81419
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...