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September  edition

​​vol. 2018, ed. 9

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CSRs, is your inbox at Zero Backlog? Watch our video
Learn better workflow and submissions at Ultimate Account Manager courses
Coming to Columbia Oct. 2–4, the Ultimate Account Manager series puts CSRs on a path to excellence. (WATCH OUR VIDEO). Much more than typical customer service training, this series takes an in-depth look at day-to-day issues facing CSRs in their quest to become extraordinary. Includes client management, responding to multiple producers, prioritizing work, E&O pitfalls, etc. Three days, three modules. Take them in any order.  (+ More...)

See also:   STOP IT! 10 things to quit doing to improve service

 

JD Power's Independent Agent Satisfaction Survey released this week
Complete survey to help carriers improve their performance with agents
Our national association has renewed their partnership with J.D. Power to better understand your experience with the insurers you work with and how satisfied you are with them. All licensed agents who work with insurance carriers at Big "I" member agencies are invited to participate and receive free results and $50 Amazon.com giftcard. You must be logged in using your IIABSC website username and password.   (+ More...)

See also:  From the Virtual University: Debris Removal and Trees

 

Insure Response offers 24/7 call answering service
Service 24/7, after hours, or whenever you need us
In a recent study market study, TrustedChoice.com found that 86 percent of referral calls that went to voicemail ended in a hang-up. Customers want and expect a human to answer their calls. Insure Response can answer their calls (and sales/servicing opportunities) like an in-house CSR. They are licensed agents equipped to answer new and existing client phone calls 24/7, after hours or whenever you're busy. IIABSC members receive 40 percent off.  (+ More...)

See also: Agency Management System Selection Summit webinar series by tech guru Steve Anderson

 

Last chance to pre-register for Annual Convention
Pre-registration closes Oct. 1 for Annual Convention to be held Oct. 14-16 in Greenville, SC
This year's annual convention will be held Oct. 14-16 at the Hyatt Regency in Greenville and features exhibits, brewery tour and speakers discussing how to comply with SC's new cybersecurity laws, how to make positive change and how to attract new talent and energy to your agency. Pre-registration closes Oct. 1, and onsite registration opens Oct. 14 at 3:00 pm.   (+ More...)

See also:   It's Grill Time in SC — Contribute $100 or more to InsurPac for the chance to win

 

IIABSC's online prelicensing review courses
Available in print, video or live reviews
​​IIABSC offers an online self-study producer pre-licensing course available in multiple formats and an ABEN brokers pre-licensing webcast available live and ondemand.   (+ More...)

See also:   SCDOI Producer Licensing Updates — MUST READ if producer license renews Oct. 2018

 

Take another look at RLI PUP & IHB policies
RLI is a smart choice for both your customers and agency
Today’s legal environment calls for extra protection for almost all your clients. Ask every new and current customer about Personal Umbrella and Home Business Insurance coverage, and you won’t have to answer the big E&O question: “If extra coverage was available, why didn’t you offer it to your client before this accident?”   (+ More...)

See also:   Use the RLI online portal for your chance to win

 

Insurbanc helps agents create their own legacies
Your industry. Your agency. Your bank.
Insurbanc understands independent agents and their businesses and is a leader in agency financing. Whether you are an agency principal looking to build your legacy or a young agent looking to become part of your agency's perpetuation plan, Insurbanc has the expertise in perpetuation lending and agency cash management to help your plans become a reality.   (+ More...)

See also:   Need tax reform insights? Register for a free webinar Oct. 3

 

Virtual University's October Lightning Learning series
Beggers, Bloggers and Building Codes
The Big "I" Virtual University's October Lightning Learning series features three 20-minute sessions dedicated to Trick-or-Treaters, bloggers and coverage gaps caused by building codes. Even if you can't participate in the live sessions, you will receive a link to the on-demand recordings and can listen to them at your leisure.  (+ More...)

See also: ABEN teams up with Virtual University for Basics & Beyond series

 

September is National Preparedness Month
Resources offer social media/newsletter content on disaster preparedness
September is National Preparedness Month. Use resources found on the national website (including social media elements) to help your clients make a plan to stay safe and communicate during disasters that can affect your community. Each week of September features a theme (Make and Practice Your Plan, Learn Life Saving Skills, Check Your Insurance Coverage, Save For an Emergency), but really the content could be used year round.  (+ More...)

 





In this issue:


CSRs, is your inbox at Zero Backlog? Watch our video on the upcoming Ultimate Account Manager series

JD Power's Independent Agent Satisfaction Survey released this week

Insure Response offers 24/7 call answering service

Last chance to pre-register for Annual Convention 

IIABSC's online prelicensing review courses

Take another look at RLI PUP & IHB policies

Insurbanc helps agents create their own legacies

Virtual University's October Lightning Learning series — Beggers, Bloggers and Building Codes

September is National Preparedness Month