appointment

Articles tagged with appointment


Secure A Company Appointment, Part I: Analyze The Need

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SECURE A COMPANY APPOINTMENT, PART I: ANALYZE THE NEED by Jack Fries This two-part article focuses on how to get the companies and markets your agency needs. Securing a com...

Securing A Company Appointment: Part II

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SECURING A COMPANY APPOINTMENT: PART II by Jack Fries This two-part article focuses on how to get the companies and markets your agency needs. THE PROPOSAL Most compa...

Self-Insurance

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SELF-INSURANCE Dear (Customer Name): SOMETIMES THE BEST INSURANCE IS LESS INSURANCE! You read correctly. It's called self-insurance. At (Your Agency Name), one of ( )'s leading insuranc...

Selling Life Insurance To Personal Lines Customers

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Dear (Customer Name): Can your Auto or Homeowners coverage help you get a better deal on your Life insurance policy? The answer is YES - if your...

Setting Appointments With Qualified Prospects Telemarketing Script

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SETTING APPOINTMENTS WITH QUALIFIED PROSPECTS TELEMARKETING SCRIPT Producer: Hello (PROSPECT NAME), my name is (NAME). I am with (ABC AGENCY) insurance. Several months ago we spoke brief...

Setting Up Renewal Appointment

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SETTING UP RENEWAL APPOINTMENT Dear (Customer Name): It's that time already. As you may recall, ( ) contacted you in ( )to find out when your ( ) insurance expired. We promised a free insurance rev...

Setting Up Renewal Appointment

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SETTING UP RENEWAL APPOINTMENT Dear (Customer Name), It's that time already. As you may recall, we contacted you in ( ) to discover when your (Type of Insurance) expired. We prom...

Setting Up Renewal Appointment

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SETTING UP RENEWAL APPOINTMENT Dear (Customer Name): Believe it or not, an entire year has gone by, and it's time to review your ( ) insurance. Because you are an important me...

Social Security Planning

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SOCIAL SECURITY PLANNING DO YOU KNOW HOW MUCH YOU'RE OWED? Dear (Customer Name), Like most Americans, you have access to a valuable insurance fund that provides coverage for Disab...

Soft Market - Discuss Cost

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SOFT MARKET - DISCUSS COST Dear (Customer Name): Thank you for the expiration date of your ( ) insurance. We can't promise your company will save money, but experience has shown that there are man...

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