insurance

Articles tagged with insurance


New Policy Invoice Letter

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NEW POLICY INVOICE LETTER Dear (Customer Name), RE: Policy Number Company Welcome as a new policyholder of (Your Agency Name). We are pleased to enclose your new policy, which has be...

Obtaining X-Dates And Qualifying Prospects Telemarketing Script

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OBTAINING X-DATES AND QUALIFYING PROSPECTS TELEMARKETING SCRIPT Producer: Maybe you can help me. Who is the person responsible for your Business insurance? IF THEY ...

Obtaining X-Dates From Prospects Telemarketing Script

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Hello (PROSPECT NAME), this is (PRODUCER NAME) from the (ABC AGENCY). Do you have a moment?

OFFENSE OR DEFENSE? CONVERTING MANAGEMENT PROBLEMS TO OPPORTUNITIES by Virginia Bates The great teams in any sport succeed with a great offense that gets them points. While they ne...

Offer To Review Present Insurance

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OFFER TO REVIEW PRESENT INSURANCE Dear (Customer Name): It took a lot of hard work to buy your home. If you're like the average American in pursuit of a dream home, you spent evenings and weekends ...

Offering Free Insurance Review

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OFFERING FREE INSURANCE REVIEW Dear (Customer Name), We'd like to introduce ourselves. We're (Your Agency Name), and we've been in business for more than ( ) years. It's been our pleasure to...

Office Buildings - "We Know What Your Needs Are"

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OFFICE BUILDINGS - 'WE KNOW WHAT YOUR NEEDS ARE' AN OFFICE IS NOT A HOME Dear (Customer Name): You may not consider your office building a home, but many people spend nearly as much tim...

Office Buildings - Adequate Insurance Protection

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OFFICE BUILDINGS - ADEQUATE INSURANCE PROTECTION Dear (Customer Name): WHAT WOULD THE WORLD LOOK LIKE WITHOUT OFFICE BUILDINGS? You'd have to return to the years before the Industrial Re...

'Only' An Independent Agent: Your Value In Today's Market

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'ONLY' AN INDEPENDENT AGENT: YOUR VALUE IN TODAY'S MARKET by Chris Burand With so many Web-based insurance sites and direct writers bypassing insurance agent...

Organizing To Support The Sales Effort

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ORGANIZING TO SUPPORT THE SALES EFFORT by Carol Hammes At some point, it becomes essential to step back from the situation and evaluate whether the organizational structure and job descr...

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