customer name

Articles tagged with customer name


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THANK YOU - SOLICIT WORKERS COMP THANK YOU! Dear (Customer Name), We don't often take the time to say thank you to our customers, but we wanted to let you know we apprecia...

401(K) Plan

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401(K) PLAN Dear (Customer Name): 'The golden years' - that's how we'd all like to describe retirement, but very few actually can say retirement is golden. Americans are living longer and retiri...

A Christmas Contribution

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A CHRISTMAS CONTRIBUTION Clients appreciate receiving Christmas cards and letters. It's nice to know that someone out there cares and wants to be remembered. Several years ago, IMMS received a me...

A Creative Way To Sell "Umbrellas"

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A CREATIVE WAY TO SELL 'UMBRELLAS' IMMS Member Wayne Smart of Fry, Jordan & Wilson, Inc., South Boston, Virginia sells Personal Umbrella insurance by the bucketful. Here's how: Wayne tapes a pape...

Accident/Sickness

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ACCIDENT/SICKNESS Dear (Customer Name): 'ME? I NEVER GET SICK!' How many times have you heard - or said - this? Probably more than you can count. However, you can get sick or have an a...

Accounts Receivable

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ACCOUNTS RECEIVABLE Dear (Customer Name): Can you imagine sending the following letter to all your customers? 'Dear Customer: Last weekend an explosion destroyed all our accounts receivable recor...

Account-Upgrading

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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...

Acknowledge Claim

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ACKNOWLEDGE CLAIM DATE [CLIENT MAIL NAME] [ADDRESS1] [CITY], [STATE] [ZIP] Dear (Customer Name), Thank you for reporting your recent claim so promptly. We have sent the report to [POL...

Agency Brochure Enclosed

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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 Introduction

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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...

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