Search found 148 matches
- Mon Mar 11, 2019 7:22 am
- Forum: Opinions
- Topic: Is the independent insurance agency channel healthy?
- Replies: 24
- Views: 87354
Re: Is the independent insurance agency channel healthy?
Just looked it up...looks interesting and should be the model for all insurance companies going forward. www.joinroot.com Seems like real-time insurance pricing will be the defacto model going forward. What people won't like is that it tracks you. So it's a double edge sword. Even the younger genera...
- Mon Mar 11, 2019 7:17 am
- Forum: Opinions
- Topic: About downloading PDF policies
- Replies: 4
- Views: 26950
Re: About downloading PDF policies
Let's define some terms: What is the distinction between your CRM and file management system? Are you calling Doris your CRM or is Doris your file management system? When you talk about downloading and importing, are you referring to downloading the the actual pdf from the carrier website, and filin...
- Sun Mar 10, 2019 2:32 pm
- Forum: Opinions
- Topic: Automation (Specifically downloads)
- Replies: 6
- Views: 74720
Re: Automation (Specifically downloads)
So my question is this;
Does Doris download the daily transactions automatically without any human intervention?
Does Doris download the daily transactions automatically without any human intervention?
- Sun Mar 10, 2019 12:26 pm
- Forum: Opinions
- Topic: About downloading PDF policies
- Replies: 4
- Views: 26950
Re: About downloading PDF policies
Are you saying that Doris can download policy transactions automatically, without any human intervention, on a schedule?
- Fri Mar 08, 2019 11:34 am
- Forum: Opinions
- Topic: About downloading PDF policies
- Replies: 4
- Views: 26950
About downloading PDF policies
Most of carriers produce a pdf copy of a policy, which is accessible via their website. The question is, how many agencies are 'downloading' the pdf and entering it into their management system? My opinion: Time consuming? Yes Enhances customer service? Definitely! Should there be a way to download ...
- Fri Mar 08, 2019 9:06 am
- Forum: Opinions
- Topic: Automation (Specifically downloads)
- Replies: 6
- Views: 74720
Automation (Specifically downloads)
Anyone using an Agency Management System that 1) automatically downloads from Ivans and 2) automatically sets up renewal / endorsement / cancellation tasks.
Is this possible?
Is this possible?
- Fri Mar 08, 2019 9:04 am
- Forum: Opinions
- Topic: How are you protecting your clients private information?
- Replies: 4
- Views: 115128
Re: How are you protecting your clients private information?
No responses? C'mon people!
- Fri Mar 01, 2019 7:32 am
- Forum: Opinions
- Topic: How are you protecting your clients private information?
- Replies: 4
- Views: 115128
How are you protecting your clients private information?
Cleaning up a data breach can be very expensive, stressful and disruptive to your business. It can bring legal and financial troubles your way very quickly. There are some statistics that suggest that a large percentage of businesses will go out of business after a data breach. Buying data breach / ...
- Tue Feb 19, 2019 2:42 pm
- Forum: Opinions
- Topic: CIC Designation
- Replies: 12
- Views: 56902
Re: CIC Designation
CIC is fine CPCU is better. CPCU will provide a breath of knowledge. The key to making money in this industry is knowledge, CPCU will make you a better producer and potentially put more $$$ in your pocket. If you decide to work for a company or a wholesaler the CPCU would be a good designation to h...
- Tue Feb 19, 2019 12:48 pm
- Forum: Opinions
- Topic: Is the independent insurance agency channel healthy?
- Replies: 24
- Views: 87354
Re: Is the independent insurance agency channel healthy?
Just reviewing a standard / typical auto policy. Two cars, two drivers. No claims. No tickets. 38% increase with absolutely no explanation and/or warning.
What do I NEED to do? Re-quote.
Is this uncommon? A little, but not much, sadly.
- Tue Feb 19, 2019 12:45 pm
- Forum: Opinions
- Topic: Your single biggest challenge right now?
- Replies: 23
- Views: 233943
Re: Your single biggest challenge right now?
Rate increases of 38% ($706) with NO claims. Hard to explain. Require re-quoting. This is becoming the new normal. Incredibly frustrating.
- Mon Feb 18, 2019 1:59 pm
- Forum: Opinions
- Topic: Your single biggest challenge right now?
- Replies: 23
- Views: 233943
Re: Your single biggest challenge right now?
Insurers with Best Service Win More Business from Independent Agents
https://www.insurancejournal.com/magazi ... 517649.htm
https://www.insurancejournal.com/magazi ... 517649.htm
- Mon Feb 18, 2019 1:52 pm
- Forum: Opinions
- Topic: Look Who Is Betting on the Agency System
- Replies: 0
- Views: 135140
Look Who Is Betting on the Agency System
Look Who Is Betting on the Agency System
https://www.insurancejournal.com/news/n ... 517883.htm
Interesting story...anyone got any thoughts?
https://www.insurancejournal.com/news/n ... 517883.htm
Interesting story...anyone got any thoughts?
- Mon Feb 18, 2019 1:50 pm
- Forum: Opinions
- Topic: CIC Designation
- Replies: 12
- Views: 56902
Re: CIC Designation
I have been thinking about taking the CIC courses for a while. I need some advice on how to prepare for the classes. How much studying does one need to do ahead of going to the class? Are the books sold by them cover the material properly? Any advice would be appreciated. I know you did not ask whe...
- Fri Feb 15, 2019 9:02 pm
- Forum: Opinions
- Topic: Is the independent insurance agency channel healthy?
- Replies: 24
- Views: 87354
Re: Is the independent insurance agency channel healthy?
Do what you feel you need to do. I have heard not second hand, but FIRST hand from agents that have been terminated from MAJOR IA carriers for quoting TOO much, and having a lower than average retention ratio. Believe it or not, but IT HAPPENED. And, once terminated by a major carrier, you are blac...