happy holidays
from your kaia staff
We’re thankful for the opportunity to serve you and your agency.
May your New Year be filled with love, laughter and prosperity.
Bremen Farmers’ Mutual
Insurance Company
Serving Kansas since 1888
• Homeowners
• Agri–Pak (Farmowners)
• Preferred Homeowners
• Inland Marine
• Dwelling Fire
• Business Owners
• Online quoting, application submission, and document
Continued from page 6
Account
managers
not getting
enough info
Having said all that, it should be
noted that this system is very paper
dependent. It may work for agencies
whose producers are not extremely
tech savvy. In many agencies today,
producers frequently quote their
own business through carrier portals
and complete applications in the
agency management system. The
procedures and cultures of agencies
can vary dramatically. The producer
“kit” could also be provided digitally
by creating fillable PDF forms or
using software designed for this
purpose. There are apps that can be
customized for producers to use on
tablets and submit the information
digitally to the account manager.
The goal is to provide a streamlined
method of collecting and passing
on information correctly and
completely the first time, thereby
minimizing the chance of
misunderstandings and errors.
Hopefully, you will then spend less
of your time chasing producers and
more time delivering quality service
to your customers.
Mary LaPorte is a consultant and educator with
a strong background in Errors & Omissions loss
prevention. Forward your E&O questions to her
at [email protected].
view available
Curtis Holle • President
Steve Meier • VP/Claims Mgr.
Bryce Peters • Underwriting Mgr.
201 Brenneke St. | Bremen, KS 66412
T: 800.562.5712 | F: 785.337.2414
www.bfmic.com
Email: [email protected]
|November-December 2015| KANSAS INSURANCE AGENT & BROKER
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