Do you want to enjoy more success from your title sales efforts? Overcoming obstacles, developing sales flexibility, and understanding which customers you should be talking to are just three of the principles that will be explored and discussed. Using the humor and wisdom of Dr. Seuss, this will be an inspiring, motivational, and educational session. Attendees will leave with specific knowledge and practices that will allow them to be effective and productive in their sales initiatives.
Diversifying Your Business to Meet the Challenges of Today’s Market
Richard Kuegler DataQuick Title
Donald O'Neill WFG National Title Insurance Company
This session will include an experienced panel of title experts who will discuss the advantages of diversifying business into new channels and new markets. Planning and executing a diversification strategy enables title companies to better manage the risks associated with changing market needs and to better prepare to meet lender expectations for compliance and service. Panelists will discuss new sales channels, new geographies for expansion and service needs as they look to create more opportunities for the customer. The session will also review major issues for consideration and evaluation in selection of different business partners.
Collecting, Maintaining and Disposing of Records and Files
Robert J. Rohan Attorneys' Title Fund Services, LLC
Examining title, closing transactions, and delivering policies and other post-closing records can lead to a crisis in file management. What to keep, where to keep it, and when to shred it? This session will examine the manner in which information is collected, propose a system for managing it, and offer a model policy leading to its ultimate destruction. Adoption of the strategies suggested by this session will lead to time savings and peace of mind.
Underwriter Audits: What are They Looking For?
What Can You Do to Be Audit Ready?
Pam Sember First American SMS
First American Title Insurance Company
Larry Davis Old Republic National Title Insurance Company
Deloitte & Touche LLP
Elizabeth Dantin Fidelity National Financial
Do you have audit questions for the major underwriters? Would you like to be ready for the next time an underwriter auditor walks in your door? Would you like to see how to implement the ALTA Audit Best Practices? This session answers those questions and more. Attendees will leave this session with a better understanding of how to prepare for Underwriter audits including ALTA Audit Best Practices considerations.