How to Help Prospects and Clients Access Their C.L.U.E. Report

I’ve been in the insurance industry for a very long time. For most of that time, I’ve understood the importance of the C.L.U.E. report for generating a final and bindable premium for a new homeowner or automobile policy.


I’m embarrassed to say that I didn’t realize until recently that any consumer (not the agent) can order a copy of their C.L.U.E. report directly from LEXIS-NEXIS.

How To Access Your C.L.U.E. Report

The process is simple. The steps are:

Use QuickJump to Navigate to Windows Folders Quickly

My computer is very organized. I maintain a particular folder structure that allows me to find documents and information quickly. The downside of that organization is that often it can take many clicks to get to the specific folder that has the information I’m looking for.


I have found a quick and easy solution – QuickJump.

How to Maximize Agency Download Using IVANS Exchange

When I talk about the efficiencies of using agency download in my presentations, I always start by saying, “Stop Whining, Download Works!”

IVANS Exchange

And then I go on to say, “Yes, you can give me examples of where there are problems with a certain line of business with a certain company. However, the tools available are better today than ever to help you maximize download.”

Streamlining communication between your agency and your carrier partners is a key to data quality and increased productivity by eliminating as much manual data entry as possible. I have written about how to use the IVANS Exchange Portal before, but continue to be surprised by how many agency owners do not know this tool is available.

How to Manage Microsoft Outlook’s AutoComplete List

Microsoft continues to improve the Outlook email client. There seems to be an increasing number of productivity tools built into the Outlook platform many people are not aware exist, nor do they know how to use them.

One of those tools is called the AutoComplete list.

The AutoComplete list, automatically maintained by Outlook, is used by both the automatic name-checking feature and the automatic completion feature. This list is also known as the nickname cache and is generated automatically when you send email messages from Outlook. The list contains SMTP addresses, LegacyExchangeDN entries, and display names for people to whom you have sent email previously.

The AutoComplete list for Outlook is specific to Outlook and does not share information with the Outlook Web app (OWA).

How to Use LinkedIn Mobile Find Nearby

LinkedIn is a great platform to connect with others in the industry, your clients, and to find and research prospects. LinkedIn is continuing to update and improve its platform. In today’s issue, I want to share with you a cool tool in the LinkedIn mobile app called Find Nearby.

LinkedIn Find Nearby

Find Nearby gives you the ability to find other LinkedIn members who are nearby, using your mobile device.

This feature will provide you with opportunities to network with other LinkedIn members by quickly finding and connecting with people around you at conferences, events and more that are close to you.