Search found 45 matches

by NYagent301
Tue Mar 18, 2014 12:13 pm
Forum: Opinions
Topic: Market Organizing Software
Replies: 3
Views: 4663

Re: Market Organizing Software

I came from a larger agency that simply used Outlook Contacts. It has a large field for notes and is searchable. Also any marketing emails or so called spam received from wholesalers I save in an Outlook marketing folder which is also searchable. You may not be able to tier by company preference, bu...
by NYagent301
Mon Dec 16, 2013 1:54 pm
Forum: Opinions
Topic: Broker fees
Replies: 10
Views: 12348

Re: Broker fees

As long as the fee is measurable with the work being done it should be good. If you are say charging a $10,000 fee in this case you should be able to demonstrate your work was worth $10,000. Of course it can be a subjective call.
by NYagent301
Tue Sep 17, 2013 3:47 pm
Forum: Opinions
Topic: Advice needed from seasoned producers
Replies: 2
Views: 5121

Re: Advice needed from seasoned producers

First you get the money then you get the power. Couldn't help the Scarface quote, but it is revelant. If you want to be a salesman, go with the large broker, and in your case one that has expertise in construction accounts. There you will get the marketing support and resources you need. That is the...
by NYagent301
Fri Jul 12, 2013 11:07 am
Forum: Opinions
Topic: Removing a Named Insured
Replies: 1
Views: 5865

Re: Removing a Named Insured

If a partnership, both individuals can be interpreted as first named insured since the two individuals comprise the partnership (assuming the type of insured is indicated as partnership). Also splitting hairs if both names are listed on the same line they both can be first named insureds. Of course ...
by NYagent301
Thu Jul 11, 2013 8:44 am
Forum: Opinions
Topic: The Age Old Question-How much to split
Replies: 10
Views: 23549

Re: The Age Old Question-How much to split

Sorry to say but $55K gross commission is way too low for 8 years on the job. I know there are differnces in pay geographically but if I read this right there is only $16,500 going to the house. I would suggest a goal setting session to bring the gross up benefiting both parties, and would not recom...
by NYagent301
Mon Jun 24, 2013 7:27 am
Forum: Opinions
Topic: Question regarding my universal life insurance policy !
Replies: 8
Views: 22593

Re: Question regarding my universal life insurance policy !

Save us some time and at least tell us the name of the company?
by NYagent301
Fri Mar 15, 2013 11:23 am
Forum: Opinions
Topic: Astonish Results or Squid
Replies: 21
Views: 19736

Re: Astonish Results or Squid

Pathway - I don't think most end users will be able to tell if a site is hand coded or a template, unless it is a very common template. I'm just looking at this from a fresh vantage point and giving you my honest opinion. I have been an agent 24 years my website sucks and it is a template, so I woul...
by NYagent301
Wed Mar 13, 2013 2:14 pm
Forum: Opinions
Topic: Astonish Results or Squid
Replies: 21
Views: 19736

Re: Astonish Results or Squid

This is a website that we launched within the last few months for an agency in Kansas: http://heritageinsurancegroup.net/ We have the agency ranked on page one of Google for more than 20 keywords. Pricing is significantly lower in price compared to other companies offering systems. If this is an ex...
by NYagent301
Tue Aug 14, 2012 4:30 pm
Forum: Opinions
Topic: Progressive Weasling?
Replies: 17
Views: 11634

Re: Progressive Weasling?

Maybe the other driver had Progressive as well? Did not see anything mentioned as to the other carrier, except that he was underinsured.
by NYagent301
Fri Jun 08, 2012 10:42 am
Forum: Opinions
Topic: Just another day in the retail insurance biz
Replies: 8
Views: 5123

Re: Just another day in the retail insurance biz

I'm not so sure this guy was looking to cheat the system necessarily. 30 hours a month is really on the low side of part time. If he does not have signage on the truck, in his personal name, and is not registered commercial, and does not transport persons or property for a fee, what really is the is...
by NYagent301
Wed Apr 25, 2012 11:45 am
Forum: Opinions
Topic: looking for feedback/advice please....
Replies: 39
Views: 21809

Re: looking for feedback/advice please....

My suggestion is to work with an independent agent as a producer. The KEY is to negotiate a good commission split and that YOU OWN YOUR BOOK OF BUSINESS. I have 2 partners and let me tell you there is a lot more to running an agency then sales. You mention E&O coverage, how about GL, taxes, mark...
by NYagent301
Mon Apr 16, 2012 11:11 am
Forum: Opinions
Topic: CPA looking for career advice.
Replies: 4
Views: 4240

Re: CPA looking for career advice.

My career goals include working as a comptroller/CFO for a smaller, more regional carrier someday.
I would recommend CPCU if you are looking to stay within this industry, and given the goal of working at a smaller insurance company. Otherwise, I would recommend pursuing a Masters
by NYagent301
Fri Mar 02, 2012 12:46 pm
Forum: Opinions
Topic: ADA Violations
Replies: 11
Views: 11320

Re: ADA Violations

What kind of ADA Violation? If there is no BI or PD then no defense under CGL. If the claimant is an employee then yes for EPL. Need more info.
by NYagent301
Fri Dec 16, 2011 12:59 pm
Forum: Hard-to-Place Accounts
Topic: Ex-Real Estate Marketer Seeks Career Change into Insurance
Replies: 15
Views: 14821

Re: Ex-Real Estate Marketer Seeks Career Change into Insuran

Hey all - the original post was from January 2008!
Mark if you're out there why not let us know what you decided to do?
by NYagent301
Mon Aug 01, 2011 11:52 am
Forum: Opinions
Topic: Misleading Advertising
Replies: 8
Views: 8787

Misleading Advertising

Has anyone experienced emails or website ads for $9 car insurance? I also received spam stating the government would pay for half of my car insurance. I know if this was a print ad or such that actually easily identifies the advertiser the insurance department would be all over them. However these a...