certificates of insurance

  • Self-Service Web Portals For Clients Give Indie Agents An Edge

    By Richard Roy  |  September 16, 2011

    Providing clients with on-demand policy and account access is key to providing customers the kind of 24/7 service they have come to expect in this age of electronic connectivity. By creating such an online connection with both personal and commercial policyholders, agents can boost customer satisfaction as well as client...

  • Certificates Of Insurance: What Do They Really Cost Your Agency?

    By Bill Wilson  |  August 11, 2011

    One of the most daunting (and often reviled) tasks facing agencies today involves the processing of certificates of insurance. This is an activity that typically generates no revenue for the agency but creates significant operational costs and dramatically heightens the agency’s E&O exposure.

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