Search found 148 matches

by pageltd
Mon Mar 18, 2019 3:05 pm
Forum: Opinions
Topic: Email Disclaimers
Replies: 14
Views: 49635

Re: Email Disclaimers

Does anyone out there use an email disclaimer that they put on every email or even just when they send out quotes? In this day and age half of the clients only want to do business via email and most just want the cheapest price. I just want to try and eliminate any possible E&O exposure when I ...
by pageltd
Mon Mar 18, 2019 3:01 pm
Forum: Opinions
Topic: Is the independent insurance agency channel healthy?
Replies: 24
Views: 60027

Re: Is the independent insurance agency channel healthy?

Mobile app? Yeah, even some of the agent portals are severely lacking...
by pageltd
Mon Mar 18, 2019 2:59 pm
Forum: Opinions
Topic: Question on Final Expense Death Claim
Replies: 1
Views: 21455

Re: Question on Final Expense Death Claim

I've dealt with similar nonsense in the P&C world. The company won't release an inspection report, or claims information. I push back hard, because I have a right to serve my client, and with as much information as possible.

That being said, I would check your contract with the FE carrier.
by pageltd
Sun Mar 17, 2019 7:31 pm
Forum: Opinions
Topic: Is the independent insurance agency channel healthy?
Replies: 24
Views: 60027

Re: Is the independent insurance agency channel healthy?

Innovate? It's happening right now, but not by many IA companies. Big data, and the application of AI, will make us obsolete basically.
by pageltd
Sun Mar 17, 2019 8:43 am
Forum: Opinions
Topic: Is the independent insurance agency channel healthy?
Replies: 24
Views: 60027

Re: Is the independent insurance agency channel healthy?

The industry is fully commoditized, as is every type of business on Earth. Google recently acquired part of Applied. Private client? That's what every customer relationship should feel like, to the provider and client alike. It's about relationships.
by pageltd
Fri Mar 15, 2019 4:12 pm
Forum: Opinions
Topic: Best Agency Management System?
Replies: 14
Views: 56488

Re: Best Agency Management System?

Also does it integrate with GSuite, email and calendar, or just Outlook?
by pageltd
Fri Mar 15, 2019 4:11 pm
Forum: Opinions
Topic: Best Agency Management System?
Replies: 14
Views: 56488

Re: Best Agency Management System?

How does it handle submissions to brokers outside of your standard carriers? And does it upload changes to carriers? Any automation with noc's or cancellations?
by pageltd
Fri Mar 15, 2019 9:01 am
Forum: Opinions
Topic: Best Agency Management System?
Replies: 14
Views: 56488

Re: Best Agency Management System?

I'm curious what the wish list is for EZ Lynx? What are the "I wish" items?
by pageltd
Fri Mar 15, 2019 8:51 am
Forum: Opinions
Topic: Best Agency Management System?
Replies: 14
Views: 56488

Re: Best Agency Management System?

How does it handle prospects and marketing campaigns? Not email campaigns, but business that you may have lost. Business that you want to get back. Business that you want to stay on the radar.
by pageltd
Fri Mar 15, 2019 7:13 am
Forum: Opinions
Topic: Email Disclaimers
Replies: 14
Views: 49635

Re: Email Disclaimers

Look at the fine print on the quotes. Most companies already have a disclaimer. That being said, a simple one in your email signature would be easy. Would it stand up in court? Not sure. Would someone have a case to sue your for something in a quote?
by pageltd
Fri Mar 15, 2019 6:50 am
Forum: Opinions
Topic: Aggregators
Replies: 9
Views: 58501

Re: Aggregators

Whatever you do, insist on direct underwriter access.
by pageltd
Fri Mar 15, 2019 6:48 am
Forum: Opinions
Topic: Best Agency Management System?
Replies: 14
Views: 56488

Re: Best Agency Management System?

A couple of things I am pondering while shopping for a new management system: You can buy software for many different things (Quickbooks is a good example), install it on your computer or network, load it with data and run it for as long as you want. Regardless of whether you purchase support or not...
by pageltd
Thu Mar 14, 2019 9:15 am
Forum: Opinions
Topic: Is the independent insurance agency channel healthy?
Replies: 24
Views: 60027

Re: Is the independent insurance agency channel healthy?

BADTROUT wrote: Thu Mar 14, 2019 7:24 am George. Sounds like we do much of the same... just worded differently.
Agreed.
by pageltd
Thu Mar 14, 2019 7:03 am
Forum: Opinions
Topic: Your single biggest challenge right now?
Replies: 23
Views: 77814

Re: Your single biggest challenge right now?

I don't think there is a "single biggest challenge". Instead I think it's a collection of "challenges" similar to what other small businesses face each and every day. Normal everyday workflow, pricing, technology, partner / vendor relations, employee/talent, scheduling, client ex...
by pageltd
Mon Mar 11, 2019 7:26 am
Forum: Opinions
Topic: Supporting agent transition from captive to independent
Replies: 4
Views: 23207

Re: Supporting agent transition from captive to independent

Jesse Cunningham V wrote: Sun Mar 10, 2019 12:29 pm #3 - Dig Wells. Build Relationships. As an independent you can help MORE types of situations. You never know where the thinnest thread will lead you.
True. This should be number one priority. Everything else will follow.