Search found 148 matches

by pageltd
Mon Mar 11, 2019 7:22 am
Forum: Opinions
Topic: Is the independent insurance agency channel healthy?
Replies: 24
Views: 60328

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...
by pageltd
Mon Mar 11, 2019 7:17 am
Forum: Opinions
Topic: About downloading PDF policies
Replies: 4
Views: 22329

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...
by pageltd
Sun Mar 10, 2019 2:32 pm
Forum: Opinions
Topic: Automation (Specifically downloads)
Replies: 6
Views: 41802

Re: Automation (Specifically downloads)

So my question is this;

Does Doris download the daily transactions automatically without any human intervention?
by pageltd
Sun Mar 10, 2019 12:26 pm
Forum: Opinions
Topic: About downloading PDF policies
Replies: 4
Views: 22329

Re: About downloading PDF policies

Are you saying that Doris can download policy transactions automatically, without any human intervention, on a schedule?
by pageltd
Fri Mar 08, 2019 11:34 am
Forum: Opinions
Topic: About downloading PDF policies
Replies: 4
Views: 22329

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 ...
by pageltd
Fri Mar 08, 2019 9:06 am
Forum: Opinions
Topic: Automation (Specifically downloads)
Replies: 6
Views: 41802

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?
by pageltd
Fri Mar 08, 2019 9:04 am
Forum: Opinions
Topic: How are you protecting your clients private information?
Replies: 4
Views: 42141

Re: How are you protecting your clients private information?

No responses? C'mon people!
by pageltd
Fri Mar 01, 2019 7:32 am
Forum: Opinions
Topic: How are you protecting your clients private information?
Replies: 4
Views: 42141

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 / ...
by pageltd
Tue Feb 19, 2019 2:42 pm
Forum: Opinions
Topic: CIC Designation
Replies: 12
Views: 41973

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...
by pageltd
Tue Feb 19, 2019 12:48 pm
Forum: Opinions
Topic: Is the independent insurance agency channel healthy?
Replies: 24
Views: 60328

Re: Is the independent insurance agency channel healthy?

agent14 wrote: Fri Feb 15, 2019 6:43 pm Do what you feel you need to do.
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.
by pageltd
Tue Feb 19, 2019 12:45 pm
Forum: Opinions
Topic: Your single biggest challenge right now?
Replies: 23
Views: 84018

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.
by pageltd
Mon Feb 18, 2019 1:59 pm
Forum: Opinions
Topic: Your single biggest challenge right now?
Replies: 23
Views: 84018

Re: Your single biggest challenge right now?

Insurers with Best Service Win More Business from Independent Agents

https://www.insurancejournal.com/magazi ... 517649.htm
by pageltd
Mon Feb 18, 2019 1:52 pm
Forum: Opinions
Topic: Look Who Is Betting on the Agency System
Replies: 0
Views: 37780

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?
by pageltd
Mon Feb 18, 2019 1:50 pm
Forum: Opinions
Topic: CIC Designation
Replies: 12
Views: 41973

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...
by pageltd
Fri Feb 15, 2019 9:02 pm
Forum: Opinions
Topic: Is the independent insurance agency channel healthy?
Replies: 24
Views: 60328

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...