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Resource TitleDescriptionRating
Agent/Solicitor Agreement Sample A One of several examples of contracts designed to to demonstrate the variety of ways in which agencies and producers put their agreements into writing 1 2 3 4 5
Agent/Solicitor Agreement Sample B

One of several examples of contracts designed to to demonstrate the variety of ways in which agencies and producers put their agreements into writing.

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Agent/Solicitor Agreement Sample C One of several examples of contracts designed to to demonstrate the variety of ways in which agencies and producers put their agreements into writing. 1 2 3 4 5
Agent/Solicitor Agreement Sample D One of several examples of contracts designed to to demonstrate the variety of ways in which agencies and producers put their agreements into writing, 1 2 3 4 5
Boost Your Sales and Life By Setting Goals Setting goals is one of the best things you can do for your sales career and your life. This Big "I" Virtual University article (log in with IIABA credentials) will hep you set and achieve your goals. 1 2 3 4 5
Buying, Selling, and Merging an Agency: What Should You Do? The Big "I" Professional Liability Program shares insights from Swiss Re Corporate Solutions veteran underwriters in this 2013 E&O Claims Advisor article. (IIABA login required) 1 2 3 4 5
CSR Workloads: How Much Can They Handle? One of the toughest tasks for any agency manager is determining how much work a staff person should be able to handle. This article from the Big "I" Virtual University helps guide that determination. (Big "I" login required) 1 2 3 4 5
Customer Representative Q&A

The following questions and answers deal with issues pertaining to those who hold the Customer Representative (CR) license or the Limited Customer Representative license.

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From Wowing Your Customers to Dealing with Difficult Ones The Big "I" Virtual University offers several customer services articles to help CSRs and other agency staff improve their job performance. 1 2 3 4 5
Indemnity & Insurable Interest

Two of the most important elements that must be present in the insurance mechanism are indemnity and insurable interest.

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Independent Agency Operations While the methods may differ from agency to agency, the following functions are common to all independent insurance agency operations. 1 2 3 4 5
Insurance Distribution Channels

Some insurance companies secure their business through intermediaries such as agents and brokers; others secure production through their own employees. The former are known as agency companies, the latter as direct writers. Some companies operate both ways.

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Insurance Production

The independent agency system produces insurance of all types, usually through personal relationships. Most independent agents are concerned with production in the property and casualty field, but many produce a significant volume of health and benefits business. 

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Losses and Claims

One of the principal advantages of insuring through the independent agency system is that the agent has the ability to pick and choose those companies to represent that he feels will satisfy his insured’s needs in promptness and fairness of claim settlements. 

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Maintaining Positive Agency-Company Communication

A positive approach toward underwriting requires effective, ongoing communication between agents and field staff. Often, the "no" associated with some underwriting attitudes can be directly attributed to an absence of communication. 

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