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2009 Best Practices Study | Appendix
2009 Best Practices Study
Appendix
Insurance
Carriers
Technology
Service
Staff Info
Producer
Info
Employee
Overview
Financial
Stability
Revenues/
Expenses
Profile
79.
Customer Service & Processing
— Includes activities such as processing new and renewal accounts, issuing
endorsements/ID’s/certificates of insurance, file maintenance, speaking with customers on the phone, company
correspondence, invoicing, etc.
80.
Administration
— Includes any time spent on non-customer service functions such as training, education,
receptionist duties, internal meetings, agency matters, general clerical duties, etc.
INSURANCE CARRIERS
81.
Top Carrier Commissions: Small Commercial Accounts
— Accounts generating less than $7,500 in commission
income.
82.
Carrier Service Center Use
— Carriers with whom agency has the option of placing policies in their service
centers (i.e., the carrier will assume the role of providing customer service to the policyholder).