Search found 15 matches

by Russmann
Fri Mar 18, 2011 10:32 am
Forum: Opinions
Topic: FSC Pipeline anyone?
Replies: 4
Views: 3092

Re: FSC Pipeline anyone?

Just a note to plug the team that is behind the product as well. Both Paul Arrida (Ex-Applied) and Norma Fields (Ex-AMS/Vertafore) have come together to get this product to market. Those of you on the west coast who have dealt with them on your management system decisions know they are quality indiv...
by Russmann
Tue Mar 01, 2011 11:35 am
Forum: Opinions
Topic: How hard does your agency push umbrella coverage?
Replies: 5
Views: 2692

Re: How hard does your agency push umbrella coverage?

As an insurance customer, I have never felt that my agent did a "hard sell" on Umbrella coverage. I have felt that it is a coverage I probably would NOT have without my Independent agent explaining its need. On a side note since you mentioned Voicemails, I am on the phone to MANY agents in...
by Russmann
Thu Feb 03, 2011 1:06 pm
Forum: Opinions
Topic: Commercial rater
Replies: 5
Views: 2785

Re: Commercial rater

Wow ... that's so funny viewing the www.amsrackley.com carrier client link. It's obvious from the appearance of the page that it is an orphaned sub-page that was never taken down! How long has it been since Palmer and Cay went out? Six years? NIce to see a non-Vertafore branded page though. :)
by Russmann
Mon Oct 25, 2010 10:34 am
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1284091

Re: Agency Management System

Hi, I am attending the National Instar Users Group today and put the question to an agent. They are running Windows 7 with their Instar system and say it works very well. The Instar product manager is at the meeting as well and have forwarded the posting to her to give an official answer. It could b...
by Russmann
Fri Apr 23, 2010 12:53 pm
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1284091

Re: Agency Management System

<stepping away from the mhutch69 war of words> ... Porter, they're gone because XD let them go. Word was that they were going to go after mega-brokers and get out of the retail market (which has not been kind to them). They have a good product but the barriers to entry for vendors beyond THE BIG TWO...
by Russmann
Thu Apr 22, 2010 10:42 am
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1284091

Re: Agency Management System

Porter,

I guess I'm surprised that they are pursuing you. I know their retail sales staff is pretty much gone. I agree with the other poster about Instar. It is not an "online" system but there are folks who will host it for you.
by Russmann
Wed Jan 06, 2010 12:20 pm
Forum: Opinions
Topic: One step closer.. going COMPLETELY paperless in 2010..
Replies: 9
Views: 4396

Re: One step closer.. going COMPLETELY paperless in 2010..

Questions - Are you able to manage your document retention? If you have a document that Best Practices says you should keep for 5 or 7 years is there a way that it can be purged? I have heard that some agency systems cannot do this. Are you maintaining both paper and electronic copies of what you ha...
by Russmann
Tue Jan 05, 2010 11:46 am
Forum: Opinions
Topic: One step closer.. going COMPLETELY paperless in 2010..
Replies: 9
Views: 4396

Re: One step closer.. going COMPLETELY paperless in 2010..

... so are you paperless with your agency managament system's built-in functionality?
by Russmann
Thu Dec 31, 2009 12:19 pm
Forum: Opinions
Topic: One step closer.. going COMPLETELY paperless in 2010..
Replies: 9
Views: 4396

Re: One step closer.. going COMPLETELY paperless in 2010..

Uni, what did you find unsuitable about the Bamboo? What specifically are you signing with the pad? Do you use your agency management system to sign binders / certs, etc? Are you storing only the signed version in document management? Any pushback from any carriers that the signature is not a wet on...
by Russmann
Tue Dec 29, 2009 11:52 am
Forum: Opinions
Topic: Superior Access vs. Networked Insurance Agents
Replies: 13
Views: 7833

Re: Superior Access vs. Networked Insurance Agents

Wow, is Honda selling Insurance now? Do they also have Civic forms or just ACCORDs?
by Russmann
Mon Oct 26, 2009 5:09 am
Forum: Opinions
Topic: Agency Management System for a Commercial Agency
Replies: 14
Views: 7117

Re: Agency Management System for a Commercial Agency

Another workaround would be to print the documents to PDFFactory. As long as PDFF is open, it will combine all documents sent to it into a single saveable PDF file.

Seems unimaginable that there is not an option for this to create a single file. What were they thinking?
by Russmann
Mon Aug 17, 2009 1:50 pm
Forum: Opinions
Topic: Career Change to Life Insurance from P&C Commercial
Replies: 17
Views: 6887

Re: Career Change to Life Insurance from P&C Commercial

I like Scott's suggestion - most agents I know would not sell a life policy if their own depended on it. I enjoy working with ex-direct writers who are expected to include this in their mix of sales. Great job with the success you've had! Every sales manager I've worked for always says to the next g...
by Russmann
Wed Jul 29, 2009 11:24 am
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1284091

Re: Agency Management System

Team1, could you post the text of the fine print you're talking about? I'd be interested in seeing this.
by Russmann
Wed Jul 29, 2009 11:20 am
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1284091

Re: Agency Management System

I attend a lot of shows and have heard very good things from their customers. Customer service seems to be one of their better attributes. In the bigger picture, there are limitations around a system / company built around an individual ... just as there are with agencies. History shows that most of...
by Russmann
Mon Jul 13, 2009 10:50 am
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1284091

Re: Agency Management System

A few questions: 1) Are you and your staff willing to put up with keystroke lag and slower response than an inhouse system? 2) Are you now or do you plan to use document management? 3) Does your agency have remote offices? 4) What is your internet connection like? 5) Are you willing to pay considera...