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Building Trust in Insurance Trust Accounting

What Does An Agency Need to Do to Retain the TA Service?

19 Jan 2016

What Does An Agency Need to Do to Retain the TA Service?

To retain TA Service an Agency needs: (1) Internet connection, (2) standard hardware requirements, (3) designate an agency point of contact to communicate with TA Service professional, (4) schedule a short training of CSRs and accounting personnel to handle source documents and interface with service professionals.

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