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A Disciplined Approach

Strict processes for claims and accounting improve agency performance

By Philip Lieberman,CPCU,CLU | Updated on March 31, 2011

We have been looking at establishing disciplined processes within the agency as a means to improve client retention and build internal morale. Moving on, this month’s column details the claims and financial areas.

The claims department supports all production and servicing activities and contributes to maximizing client retention by delivering outstanding claims service, from the time of loss or damage until final resolution. While liability and workers’ compensation claims cannot be ignored, the emphasis in the agency should be on first-party claims responsiveness.

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