Search found 7 matches

by kfrasier
Thu Jul 19, 2012 12:11 pm
Forum: Opinions
Topic: Personal Lines - Renewal Letters? E&O Prevention
Replies: 4
Views: 8950

Re: Personal Lines - Renewal Letters? E&O Prevention

We have what we call a Family Risk Questionnaire that is sent on all personal lines customers. It is sent on every single personal lines customer annually. Actually all of our commercial lines, individual, and group benefits customers in our agency get some kind of questionnaire annually too. It is ...
by kfrasier
Fri Jul 06, 2012 11:04 am
Forum: Opinions
Topic: Agent no legal duty to inform on cancellations?
Replies: 37
Views: 248207

Re: Agent no legal duty to inform on cancellations?

Our agency does not contact the insured on a late notice or cancellation notice. We do send a confirmation letter when the policy has actually cancelled confirming the fact that tye no longer have coverage in force with our agency. This is our agency procedure. We are not babysitting them.....the wh...
by kfrasier
Mon Jun 18, 2012 11:22 am
Forum: Opinions
Topic: Track Your CSR's Daily Sales Activity
Replies: 14
Views: 22607

Re: Track Your CSR's Daily Sales Activity

We are already tracking everything we do on an account by an activity entry in our WinTam system. You can easily run a report that will show what each CSR is doing by date if you want to see what they are doing. Don't ask them to keep another manual log of what they are doing. This is just too much.
by kfrasier
Mon Sep 19, 2011 11:25 am
Forum: Opinions
Topic: No Fault insurance question
Replies: 2
Views: 3211

Re: No Fault insurance question

I'm in Kentucky and the no-fault/PIP is an injury coverage. It has nothing to do with damages to the vehicle. This is so if you are hurt you don't have to wait to get your medical bills paid by the other company. Your company will go ahead and pay them under your policy. Then they can go back agains...
by kfrasier
Mon Sep 21, 2009 11:06 am
Forum: Opinions
Topic: Agency Advantage
Replies: 18
Views: 17761

Re: Agency Advantage

Curious why you are switching from Tam???
by kfrasier
Fri Mar 20, 2009 11:21 am
Forum: Opinions
Topic: Agency Management Systems
Replies: 21
Views: 23566

Re: Agency Management Systems

We have been on Applied's TAM for many years now. We also were a Cincinnati Insurance Company agency which means that we did a whole book of business that was agency billed. I'm not sure what you are referring to when you say that Tam can't handle the agency billed book of business. We have done it ...
by kfrasier
Wed Feb 04, 2009 12:22 pm
Forum: Opinions
Topic: Online Learning (Commercial and Employee Benefits)
Replies: 8
Views: 13255

Re: Online Learning (Commercial and Employee Benefits)

We use http://www.ceu.com here at our office. We buy a block of classes each year and the employees can log on at their convenience and get their 12 hours of online classes when they want. They have all different types of classes and everyone seems to like it. You might check it out.