Over or Under: Explaining UM/UIM Coverage and Setting Limits
Should the uninsured motorist/underinsured motorist limits match those on the bodily injury and property damage liability coverage?
Sales and Marketing
Should an Agency Record Phone Calls With Insureds?
What is the current best practice for storing those recordings in an agency management system (AMS)?
Can an Agency Non-Renew a Nightmare Customer?
A client has been very belligerent to agency staff throughout the years yet still stays with the agency. If the agency gives a 60-day notice, can it non-renew this client?
Does an Agency Need Consent Before Texting a Prospect or Client?
Is a verbal response acceptable or is there a formal way an agency needs to document proof of consent prior to texting?
Sad to See You Go: Should Agents Follow Up on a Request to Cancel?
When a customer sends you a cancellation request, do you follow up with a letter asking if there is a problem?
