Procedures

Credit-Savvy Agents Can Increase Their Value To Consumers

By now, most property and casualty insurance agents are aware that a majority of their customers (approximately three-fourths) actually benefit from underwriters using their credit behavior to set insurance policy…

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What HIPAA Means to You and Your Clients

Increasingly, we are receiving inquiries from agents wondering about the impact of HIPAA on their operations. Well, if you thought Gramm-Leach-Bliley was a pain, in the words of Al Jolson,…

Confused relationships of people in a couple. Misunderstanding and conflicts in the family.

HIPAA: Compliance is Not an Option!

April 14, 2004, that’s the compliance date for the HIPAA Privacy Rule for small health plans. A small health plan is defined as a plan that spends less than $5,000,000…

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HIPAA HITECH Presents New Challenges for Business Associates

April 14, 2004, that’s the compliance date for the HIPAA Privacy Rule for small health plans. A small health plan is defined as a plan that spends less than $5,000,000…

Hand putting on a smiling wooden ball, Concept of recruiting

HIPAA HITECH…Is Your Agency in Compliance?

Buried in the Health Information Technology section of ARRA was legislation that will forever change how your agency handles information for your employee benefits clients. Following the HIPAA Privacy and…

HIPAA Security Awareness Training

Has your agency started the implementation of security policies and procedures to meet HIPAA Security Rule requirements? What about other laws for essential security requirements? Have you developed your security…

What We Know and Don’t Know About HIPAA

Here’s what we do know about HIPAA:  _____Here’s what we don’t know about HIPAA:  ∞This article includes links to authoritative and otherwise web sites that may answer many of your…

Monitoring Phone Calls

Do you ever call customer service for a company and get a message that the call may be recorded or monitored? Most likely this is a quality control function and…

Big "I' Webinars
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Quality Control vs. Service Delays

New and renewal policies should be reviewed thoroughly for completeness and accuracy before delivery to the insured. However, at certain times of the year when there is a heavy backlog,…

Law.

The Credit Crisis, Accounting Standards, and Insurance Agencies

In the midst of the credit crisis and economic turmoil, some very important accounting standards are coming to the forefront.  Accounting is almost as boring as IT for most agency…

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