IMSA Services
IMSA SERVICES
(Insurance Marketplace Standards Association)
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WHY PROFESSIONAL MARKET
PRACTICES, INC.?
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- EXPERIENCE: Over 40 Years’ Industry Experience for the two principals.
- KNOWLEDGE: Best Practices knowledge from a large Client Base in the Industry.
- SEMINARS: Trainers in Advertising Compliance for the Insurance Industry and
- Best Practices for the Insurance Industry
- COMPETITIVE PRICING: Quality service
- ADDED VALUE: Industry specialists with broad experience
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Compliance Workshop provides education and best practices for companies considering membership in IMSA. This on-site, two-day seminar is interactive and designed to address company-specific issues.
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Management of the Internal IMSA Assessment
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Management of the Internal IMSA Assessment, also provided on-site, allows the company to best utilize their resources to determine gaps in practices, identify possible solutions, and prepare the answer document for the Independent Assessment.
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Interim Review
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Interim Review provides a method for companies seeking a check-up or confirmation of IMSA-compliant processes. Two days of review provide some assurance that the company remains on target for continuing membership.
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Independent Assessment
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Independent Assessment provides the company with much more than IMSA membership affirmation. The process developed exclusively by PMP recognizes the best practices of the company being assessed, as well as providing recommended best practices of the industry for the company’s future improvement.
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Best Practices Consulting
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Best Practices Consulting brings the extensive experience of PMP's IMSA Assessors to your company to help design tools and training that can improve your company's market conduct practices. Templates help the company to apply industry best practices to its culture.
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Annual Client Conference
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Annual Client Conference brings together IMSA member clients in an interactive learning event, directing focus to specific IMSA-related concerns and sharing best practices among client companies.
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MARKET CONDUCT SERVICES
System Review and Improvement brings to the table years of experience in process improvement, coupled with extensive review of industry practices, to provide solutions to specific company needs in such business units as complaint handling, new business, customer service and advertising.
Advertising and Internet Review offers a comprehensive review of print and electronic advertising for compliance and business risk.
Market Conduct Tools allow a company to learn or apply market conduct concepts quickly for either home office or field.
Mock Market Conduct Exams help a company prepare for a regulatory market conduct exam by reviewing processes in the ways they might be reviewed by State Examiners.
Targeted Market Conduct Exams gives an abbreviated spot-check of internal market conduct processes with results which are the basis for improvement. These may be targeted to any company areas of compliance concern.
Field Office Visits result in reports on field practices by an impartial third party with experience in sales and compliance. Designed to provide reasonable assurance that agents are using ethical sales methods and approved sales materials, this review may include use of purposeful observation techniques to confirm sales practices.
Advertising Compliance Seminar, in-house and customized for the company, encourages the marketing, advertising, communications, legal and compliance departments to work together in development of compliant advertising. Included in the cost of this seminar is a valuable review of current advertising materials, with findings shared during the seminar.
Best Practices Seminar, in-house and customized for the company, provides upper management the opportunity to compare the company’s practices to a higher standard. Tools, success models and templates are considered for implementation into the company’s culture. A desire for improvement in specific areas can be focused on and agreed upon during this seminar.
Software Research provides recommendations for electronic tools to save internal time and effort in developing compliance tools. (Value Added Reseller)
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Professional Market Practices, Inc.
