|The advanced search screen allows you to conduct more complex searches than can be done with the Basic Search Screen. For example, you may enter multiple criteria for the same data element, such as a searching for plans that use Marsh or Aon or brokers who sell Life and Dental. For more details on our advanced search capabilities, please consult the Help File.
UPCOMING LIVE WEBINAR
How to Grow Your Revenue with Judy Diamond Associates
Best Practices: Broker Carrier Market Share (BCMS)
Join Claire Baker, Customer Solutions Manager of Judy Diamond Associates, as she shows you how to extract value from your subscription to the Brokers and Carriers Market Share database. This session will consist of a review of the overall capabilities of the online tool, with a focus on using the tool to identify and contact brokers. Other points of discussion will include calculation of individual share of premiums and commissions, advanced search tips and proper export techniques.
Click here to register for a Best Practices session.