Search found 61 matches
- Thu Jul 15, 2010 11:22 am
- Forum: Opinions
- Topic: Remote access for outside vendors / Good or Bad
- Replies: 14
- Views: 12985
Re: Remote access for outside vendors / Good or Bad
I fully understand and agree with you completely. However this information is readily available to every employee the broker wants to have access. The software only manages premiums we never speak to any clients or insureds. Matter of fact the insured doesn't even know we exist. Basically we offer a...
- Thu Jul 15, 2010 10:05 am
- Forum: Opinions
- Topic: Remote access for outside vendors / Good or Bad
- Replies: 14
- Views: 12985
Re: Remote access for outside vendors / Good or Bad
Some benefits are quantifiable and some are not. Quantifiable Financial Benefits: Payroll cost savings CSRs … average 30% of current cost Accounting … average 70% of current cost Producers and managers … average 5-10% of current cost Additional interest earnings … up to 100% more interest Eliminatio...
- Mon Jul 12, 2010 9:55 am
- Forum: Opinions
- Topic: Remote access for outside vendors / Good or Bad
- Replies: 14
- Views: 12985
Remote access for outside vendors / Good or Bad
Trust Account service is provided remotely using an Internet connection: Programs and data reside on the agency computer Software application and data records are password protected Remote service providers have no access to the agency data files Agency personnel are trained to manage source documen...
- Mon Jul 12, 2010 9:47 am
- Forum: Opinions
- Topic: What would you like to see in the Forums?
- Replies: 17
- Views: 13515
Re: What would you like to see in the Forums?
I would like to see an additional forum for advertising. Free where people can make comments and offer service and post opinions after they have used the service or make comments about them.
- Thu Jun 17, 2010 10:11 am
- Forum: Hard-to-Place Accounts
- Topic: Code 98636 Commecial Refrigeration Repair
- Replies: 0
- Views: 9899
Code 98636 Commecial Refrigeration Repair
Any goo dmarkets for commercial refrigeration repair.
i.e delis, markets, show cases, restaurants. NO HVAC market.
Only California?>?
Any good ideas would be greatly appreciated. Thank you!
i.e delis, markets, show cases, restaurants. NO HVAC market.
Only California?>?
Any good ideas would be greatly appreciated. Thank you!
- Thu Jun 17, 2010 10:09 am
- Forum: Hard-to-Place Accounts
- Topic: Contractor in Ca-Need GL
- Replies: 5
- Views: 11843
Re: Contractor in Ca-Need GL
I wold try the following
BTIS - NIC or Victory program
CK Specialty for Colony program
SUA through ATM online program
BTIS - NIC or Victory program
CK Specialty for Colony program
SUA through ATM online program
- Wed Jun 09, 2010 11:01 am
- Forum: Hard-to-Place Accounts
- Topic: Recycling Collection / Processing Ctr.
- Replies: 4
- Views: 4102
Recycling Collection / Processing Ctr.
Does anyone know of a good market for GL and Pollution besides Endurance and recycleguard? Thank you!!
-Ponering Agent
-Ponering Agent
- Tue May 25, 2010 3:39 pm
- Forum: Hard-to-Place Accounts
- Topic: Tow Trucks
- Replies: 6
- Views: 6557
Tow Trucks
Anyone know of any markets that write tow trucks in CA. other than Colony, Progressive, State National?
- Tue Apr 20, 2010 11:01 am
- Forum: Opinions
- Topic: Current Accounting Practice
- Replies: 2
- Views: 2263
Current Accounting Practice
Current Accounting Practice The present shortcomings in trust account management can be easily traced to the premium invoice accounting. Premium invoice accounting should be different from that of a merchandise/service invoice. While the journal entry of a merchandise/service invoice creates assets ...
- Thu Apr 15, 2010 4:14 pm
- Forum: Opinions
- Topic: Scaffolding
- Replies: 3
- Views: 2746
Scaffolding
Can anyone tell me who would be a good market for scaffolding companies for GL?
- Thu Apr 15, 2010 12:51 pm
- Forum: Opinions
- Topic: Agency Management System
- Replies: 243
- Views: 2751195
Re: Agency Management System
NOBL system through Paulmar shoudl be on there too.
- Mon Apr 12, 2010 2:23 pm
- Forum: Opinions
- Topic: Fiduciary Education Classes ROCK!
- Replies: 1
- Views: 1896
Fiduciary Education Classes ROCK!
I just finished a 4 hour CE class on Fiduciary Liability this weekend. I learned about interest bearing trust accounts and money markets. A lot about new laws and regulations. I learned about agency solvency and mismanagement of premium funds. It also talks about managing commissions and audits. It ...
- Sat Apr 03, 2010 1:01 am
- Forum: Opinions
- Topic: Agency Management System for a Commercial Agency
- Replies: 14
- Views: 21656
Re: Agency Management System for a Commercial Agency
All of those are great for front office: Paulmar group .com has the best one in my opinion. The only one that can show agency solvency in singple reports.
- Mon Dec 07, 2009 7:25 pm
- Forum: Opinions
- Topic: My New Markets
- Replies: 0
- Views: 3718
My New Markets
My new markets. com is amazing! I have found so many new carriers to write with! So many potential niche markets to try out I don't even know where to start. I hope if anyone that spends time here, take a moment to go online and check them out. It is very accurate and very useful! My new Markets.com...
- Mon Dec 07, 2009 7:21 pm
- Forum: Opinions
- Topic: Agency Commission Management
- Replies: 2
- Views: 2468
Agency Commission Management
How does anyone today management agency and direct bill commissions when you have multiple producers working on the same account(s)? Can any system today manage direct bill AP and RP? Or do we just let the carrier manage it for us? How can an agent run a single book of business for just one producer...