FAIA | "Ops In A Box"

"Ops In A Box"



Chapter 1 - Basic Principles of Insurance Kinds of Insurance Distribution - The Independent Agency System and Others Production Underwriting Agency Underwriting Company Underwriting Agency and Company Underwriting Independent Agency Operations Professionalism and Education Chapter 2 - Starting an Independent Insurance Agency Insurance License Procurement Business License procurement Required Agency Licensing Location Purchase an E&O Policy E&O Insurance Checklist Organize a Competent Staff Purchase an Agency Management System Agency Start-up Checklist Chapter 3 - How to Attract Markets What do companies need from agents? What do agencies need from companies? Brokers and MGAs Excess and Surplus Lines Companies Chapter 4 - Technology Overview Executive Summary Investing in Technology Proper use of technology and customer/company appeal Customer Company Agency Management Systems Overview Due Diligence in selecting an agency management system ASPs on the Scene Hosted by ASP or In-House Computer Systems Maintenance Upgrades Staff Internet Email Web Sites Phone Systems - Voice Mail Training Technology Resources Agency Management Vendors Hardware/Network Support Vendors Imaging Solutions Software Developers Telecommunications Vendors Chapter 5 - Office Organization Introduction Organizational Structure Goal Setting and Planning Sample Life Safety Plan Chapter 6 - Accounting Choosing an Accountant Hiring a Bookkeeper Choosing Your Accounting Software Miscellaneous Chapter 7 - Your Agency and the Law Components of Employment Practices Liability Discrimination Sexual Harassment Wrongful Termination Evolving Workplace: A Major Cause of EPL Loss Prevention and Control Which Questions are Legal? Unlawful Employment Practices Federal Laws Concerning Employment Practices Chapter 8 - Hiring Practices Job Descriptions Sample Job Descriptions Employee Handbook Employee Files Employee Leasing Pre-Employment Skills Testing and Employee Profiling Performance Coaching Performance Appraisal Discipline Termination Employee Training Producer Contracts Samples Producer's Agreement Sample A - Agent - Solicitor Agreement Sample B - Agent - Solicitor Agreement Sample C - Agent - Solicitor Agreement Sample D - Agent - Solicitor Agreement Employment Agreement Producer Training Finding the Perfect Employee - Class Outline Finding the Perfect Employee - FISH Article On the RUN! Orientation, Training, and Retention Chapter 9 - Filing Systems Introduction Manual Filing System Personal Lines Files Commercial Lines Files Automated Filing System A suggested Record Retention Schedule Chapter 10 - Business Letter Writing Introduction Accurate Focused Legible Concise Friendly Format Options in Business Writing Memorandum Envelopes Form Letters Automated Messages Misused and Confused Words State Abbreviations Common Address Abbreviations Communication Written Business Letters Email Fax Telephone Voice Mail Chapter 11 - Customer Service Work Flow Quotation and Proposal Work Flow New Business Work Flow Renewal Work Flow Business Insurance Review Questionnaire Homeowners Insurance Review Questionnaire Automobile Insurance Review Questionnaire Endorsement Work Flow Cancellation Work Flow Reporting Policies Work Flow Audited Policies Work Flow Claims Work Flow Surplus Lines Insurance Company Hold Harmless Waiver of Placement of Insurance with a Non-Admitted Carrier	Chapter 12 - Errors and Omissions for CSRs Introduction Step One - Documentation Standard Conversion Form Personal Account Summary Data Sheet Commercial Account Summary Data Sheet Client File Audit Legal Admissibility Checklist Step Two - Communication Acknowledgement of "No Binder" Business Insurance Review Questionnaire Homeowners Insurance Review Questionnaire Automobile Insurance Review Questionnaire Request Policy from Company/Cover Binder Step Three - Consistency in Procedures Chapter 13 - Agency Processing ACORD sets the standards for insurance forms. Since these forms are continually updated, we have provided the link directly to the ACORD site, so that you can determine the best level of usage for your office. Please visit their site and call them directly if you have questions, or call one of the instructors at FAIA. Acord.com Chapter 14 - Department of Insurance Guide DOI/DFS As of January 1, 2003, the Department of Insurance is called the Department of Financial Services. Complete information about this state office and its functions can be found at their website: http://www.myfloridacfo.com/ Chapter 15 - Rolling a Book of Business Enlist Company Assistance Chapter 16 - Advertising and Marketing Trusted Choice Yellow Pages Radio and TV Trade Publications Chapter 17 - Ethics The IIABA Ethics Statement Chapter 18 - Professional Relationships Professional Organizations FAIA IIABA PIA CPCU/IIA NAIW Trade Organizations for Niche Markets Strategic Alliances Chapter 19 - Sources of Revenue Account Development New Business Development Planning and Goal Setting Prospecting Prospect Information Collecting Proposals From Ex-Date to Renewal Financial Services InsureBank Premium Finance Fees Chapter 20 - Training/CE Requirements 220 Agents 440 CSRs FAIA Online Education On Site Education On the Road Education Professional Designations AAI AIP ARM ACSR CIC CPCU Sample Training Tracks CSR Producer Other Training Time Management Managing Salespeople Knowing is Closing Chapter 21 - Agency Perpetuation Planning Introduction Why is Perpetuation Planning Critical? Customers Carriers Employees Why People don't do it Procrastination Tough Choices Eight Steps of the Perpetuation Process Key Issues Valuation/Price Paid Mechanics of Ownership Transfers Sources of Funding Time and Process Leadership/Management Succession