Should an Agency Follow Up with Late-Paying Clients?
Is there a recommended follow-up policy that preserves workflow? If we have been following up with clients, are we stuck in that precedent forever?
Is there a recommended follow-up policy that preserves workflow? If we have been following up with clients, are we stuck in that precedent forever?
Can you order the carrier to cancel the policy for nonpayment?
Should every agent have a copy of the agency agreement, or is there a better method?
Whether it’s a personal or commercial lines policy, is there ever a good reason to use something other than the insured’s legal name?