On Our Mind: Customer Service

​By Jim Lombardo, CPCU, AAI, AIM, MBA, AVP of Learning & Development​ According to Wikipedia, the definition of “customer service" is : the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees "who can adjust themselves to the personality of the guest". Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback. Now what I find funny about that…

Continue ReadingOn Our Mind: Customer Service

Free Webinar: Digital Payments with ePayPolicy

Wed, Mar 25, 2020 11:00 AM - 11:30 AM EDT Speed up your receivables, bind business faster, and finally put an end to chasing paper checks with ePayPolicy.  Created by insurance experts for the insurance industry ePayPolicy provides the simplest solution for Big I New York agents and brokers to collect credit card and ACH payments from their insureds.  Signing up takes less than five minutes and with ePayPolicy there's no contract or hidden fees to worry about. And for those looking to streamline their receivables even further ePayPolicy integrates with a variety of management systems including AMS360 and Applied CSR24. Source

Continue ReadingFree Webinar: Digital Payments with ePayPolicy

Tax Cuts, Higher Fines and Penalties: NY Executive Budget a Mixed Bag for IA’s

​​The FY2021 Executive Budget language was released last night, and Big I NY has identified a number of issues that affect independent agents and brokers. The next step in the budget process is the Assembly and Senate budget proposals, called “one house budgets", which are typically released in late February or early March. Then the Governor and Legislative leaders will negotiate on a final budget which must be voted on and signed by April 1. The Good: The Executive Budget proposes a small business tax cut, which will lower the current corporate tax rate from 6.5% to 4% for businesses with less than 100 employees and…

Continue ReadingTax Cuts, Higher Fines and Penalties: NY Executive Budget a Mixed Bag for IA’s