Insurance agencies inherently know the sales process: obtain the X-date; then the policy information. Quote the risk. Deliver the proposal…and ask for the business. Have the applications signed. Get the check. While many insurance agencies have processes in place to move a sale through the appropriate steps to issuing a policy, they lack the technology […]
How many times have you prepared to enter your car, however right before getting into the vehicle you look underneath, and in the backseat, and around the perimeter, just to see if anyone is lurking around your vehicle, ready to attack you and separate you from your hard earned money? Well, from now on you […]
As we all know, 2010 has brought many changes to the insurance industry, with undoubtedly the most notable being New York State’s Regulation 194. However, with the Christmas, Hanukah, and New Year’s season behind us, we may use this time to reflect upon some of the good that has arisen from our business. As I […]
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