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An operations review is a review of the processes, procedures, work flow and job design of your back shop. It is conducted through interviewing the CSRs/account managers and observing them as they perform various functions. Its purpose is to find specific opportunities for change that will lead to greater efficiency, service or production.

Double Plus Wealth Management - Chennai, We are mutual fund agent. Our financial goals is inusrance comparison, fixed deposit, income tax return filing. We believe that protection of your fund is a prime job.

In most agencies, holding customers accountable seems to be one of the bigger frustrations. Have you ever thought or said "why is it always our fault when a customer has a loss that is not covered? They knew that they didn't have that coverage." For agents serious about minimizing the potential of their agency facing an E&O claim, achieving a high level of customer accountability is a great goal to strive for. To achieve this goal may require some hard work and some new initiatives. Documentation is a key but documentation is more than just words in the system. Any agency will be hard pressed to hold their customers accountable without a file that is well documented. However, documentation by itself will not get it done. Agents need to fully understand that when an E&O claim happens, the E&O carrier will look to secure the actual file in question (paper or electronic) to see what it looks like and what it contains. Solid documentation that is handled promptly, is accurate and professional will make the E&O carrier's job much easier. Conversely, a file with sketchy documentation could prove to be a problem in an E&O matter. Effective handling of client interactions is very important. Every day, customers are asking questions, modifying coverages, etc. The questions (and the answers provided) should be fully documented in the agency management system. In addition, requests to delete or decline coverage or to modify coverage in some manner should be documented as well. But documentation only in the system may not be enough. The agency should have a procedure for confirming / memorializing the discussion. Without this, mistakes can occur. Possibly, what the agency heard is not what the customer requested or possibly what the customer advised is not what they really meant. Let's take the scenario that the agency has provided a personal lines umbrella proposal and the customer calls to advise your agency that they are not going to purchase this coverage. W

Iroquois makes Inc. magazine list Inc. magazine recently ranked The Iroquois Group® 4,884th on its 34th annual Inc. 5000, an exclusive ranking of the nation's fastest-growing private companies. The list represents a comprehensive look at an important segment of the economy-America's independent entrepreneurs. It is Iroquois' first time on the list. The insurance agency network that began with a handful of agencies in Western New York, is now operating in 41 states, serving more than 2,250 member agencies. "Our growth has been driven by our business model which relies on strong relationships with our Member Agencies and core Carrier Partners," said Laurie A. Branch, president of The Iroquois Group. The 2015 Inc. 5000, unveiled online at Inc.com and with the top 500 companies featured in the September issue of Inc. is the most competitive crop in the list's history. The average company on the list achieved a three-year growth of 490 percent. The Inc. 5000's aggregate revenue is $205 billion, generating 647,000 jobs over the past three years. Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000. Agencies of all sizes and shapes join The Iroquois Group to increase revenue, profits and agency value.

Posted on: June 4th, 2013 by Fitts Insurance According to the U.S. Department of Labor, 2.3 million workers between the ages of 16 and 24 years of age are hired for Beware of the risks associated with seasonal help summer employment. On average, one of these summer employees will be injured on the job every five seconds.

Agencies that need to hire new producers should consider more than luck and their own interviewing ability if they want the best available candidates on their payrolls. That's the advice that Ken Fields and Diane Masterson of PaceSetter gave in the four-part webinar presented recently by State Auto Insurance Companies.

Travelers wants Iroquois members to be on the forefront of capitalizing on this segment's potential. Select Accounts offers a variety of resources to help members break - or get deeper - into technology opportunities. They offer unique solutions to help members market themselves to technology businesses!

Human Resources and Training: Insurance Hiring System

The owner of every agency sooner or later must address some difficult questions related to perpetuation. For example, the owner must ask: