5 . THE CASE MANAGER ROLE
PART I : PRINCIPAL RESPONSIBILITIES AND INTERACTIONS Roles , Responsibilities , and Requirements Verifications , NIGO Prevention , Replacements / 1035 Exchanges Interacting with Advisors , Clients , Vendors , and Underwriters Navigating and Negotiating Underwriting Offers
33 MIN
PART II : SKILLS , PERSONALITY TRAITS ,
AND PERFORMANCE INDICATORS Knowledge , Personality Traits , and Skills Required Interdependencies Key Performance Indicators Escalating Case Issues and Prioritizing Your Work
23 MIN
6 . CASE MANAGEMENT REQUIREMENTS
PART I : LICENSING , CONTRACTING , AND COMMISSIONS Working with Your BGA Team , the Advisor , Carriers , and External Parties Understanding Licensing and Contracting Verifying Licensing and Contracting in the Case Submission Process Monitoring “ The Agent Report ” for Inaccuracies Understanding Commissions and the Impact of Case Delays
PART II : TRACKING AND DOCUMENTATION The Case Management Cycle What to Track and Document in Managing Cases Digital Tracking
32 MIN
19 MIN
PART III : THE RIGHT PRACTICES FOR SUCCESS Right Practices for Communication When to Call vs . Email A Holistic Approach When Communicating on Cases Interacting with Third-Party Vendors and Underwriters Right Practices for Negotiating Underwriting Decisions Types of Policyholder Service
17 MIN
CURRICULUM continued on page 48
Tracking your commissions just got easier .
Unlike other commission trackers , Agency Comp does not require you to purchase an expensive CRM with features you don ’ t need . With minimal data , you will be able to analyze and keep track of your commissions . Agency Comp calculates commissions for :
• Percentage of premium • Fixed-fee
• Graded
• Target premium
Now you can track your commissions by reports that include :
• Revenue projections
• Pending commissions
• Analytics
• Expected commissions
Our innovative solution is available in four different packages to fit your needs , including a free package . There are no long-term contracts , so you can cancel at any time . If you ’ re a BGA / FMO / IMO , contact us about an Affiliation discount for your producers .
Agency Comp is all business . Your business .