ACCOUNT-UPGRADING Dear (Customer Name): Clients often ask us, 'Do I need to bond every single one of my employees to make certain I'm protected?' The subject of bonds can seem complex, but at (Yo...

ACHIEVING SUCCESS BY DEFINING SERVICE Sometimes defining a problem goes halfway toward solving it. When warring factions spend months to determine the shape of the table for peace talks, for in...

ADVERTISING FOR HELP by Al Diamond INSURANCE Licensed P/C agent. Benefits Call Sonja at (856) 555-5555 (Cost $27.36 for Sunday insertion) How attractive is this advertisement? Would you be ...

Your benefits package from work probably includes dental insurance. With this valuable coverage, you can access regular preventative care and dental procedures that protect your smile and health. Your dental insurance coverage may not extend to your spouse, children or other dependents, though. Consider several affordable ways you can meet your family's dental needs and protect their health, too.

AGENCY ACQUISITIONS: LET THE BUYER BE SMART Every independent agency in the country will experience a change in ownership at least once in its lifetime. Close to one-third of agencies h...

AGENCY BROCHURE ENCLOSED Dear (Customer Name): Thank you for letting us take the opportunity to review your insurance program. Before we meet, I thought I would share a little of our firm's backgro...

AGENCY CLAIMS PROCEDURES: A TIME TO SHINE by Lois Van Horn Insurance agents sell clients a promise-an intangible product. It is nothing they can hold or enjoy and probably what someone told...

AGENCY EMPLOYMENT AGREEMENT THIS AGREEMENT made this day of , 20 by and between [AGENCY PRINCIPAL NAME] d/b/a [NAME OF INSURANCE AGENCY], having a principal place of business at [BUSINESS ADDRE...

AGENCY GUARANTEES THAT WORK According to a Roper Report survey, a money-back guarantee is a much more effective advertising approach than a celebrity endorsement. Here's the breakdown of the survey ...

AGENCY INTRODUCTION Dear (Customer Name), Allow us to introduce ourselves: We are (Your Agency Name) and have been doing business in (Name of City) for over ( ) years. We are an independent ins...