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Electronic links with clients

Article Abstract:

Insurance companies can maintain better relationships with their clients through the use of electronic communications. Electronic communications give clients the opportunity to be in closer contact with carriers, insuring greater accountability and peace of mind. E-mail and Electronic Data Interchange are two of the most important forms of communication for the industry. E-mail allows for instant communication to one or all clients with e-mail capabilities. Electronic Data Interchange is used for the purchasing of policies through computers. It saves money and time and allows for faster billing and payment.

Author: Fitzpatrick, Edmund W.
Publisher: American Society of CLU
Publication Name: Journal of the American Society of CLU & ChFC
Subject: Law
ISSN: 1052-2875
Year: 1993
Analysis, Innovations, Insurance industry, Business communication, Local area networks

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Computerizing CSFs

Article Abstract:

Critical success factors are those elements that are necessary for a person's business achievement and successful performance and can be monitored using a computer. The level of success for each factor must be determined as well as what is necessary to achieve that level such as phoning clients to maintain customer service through contact. A computer can be used to track all customer contact and then evaluate whether a person has attained the established goals through reports at reasonable intervals.

Author: Fitzpatrick, Edmund W.
Publisher: American Society of CLU
Publication Name: Journal of the American Society of CLU & ChFC
Subject: Law
ISSN: 1052-2875
Year: 1993
Management, Success

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