CANCELLATION REQUEST - POLICY RELEASE FORM Dear (Customer Name), RE: Because the above mentioned policy is a three-year policy and you have advised us that you do not wish to renew this policy ...

Agents who’ve experienced a hard market know that claims are often scrutinized much more closely than they are in a soft market. Unfortunately, circumstances sometimes lead to the denial of claims that are covered regardless of market conditions. This document by the Virtual University faculty provides an example of what you might see more of in the months to come.

CLAIMS QUESTIONNAIRE NAME:______________________________ PHONE #:_____________________ TYPE LOSS:__________________ DATE:___________ COMPANY:___________ The purpose of thi...

Most agencies plan, measure and record the sale of new business, but very few take the time to really control the loss of business to the agency. It is the opinion of our firm that no agency really profits if business keeps coming in the front door and going out the back.

COMPANY PAYMENT OBLIGATIONS by the IIABA Virtual University Faculty In this document, the IIABA faculty examines a case in which an insured's account renewed in May, but the policies weren...

COMPARING APPLES TO ORANGES by Bill Wilson Youve seen the commercials: 'Call now and save 15% or more on your car insurance!' Unfortunately, when someo...

COMPENSATING THE CROSS-SELL by John Jaques A simple method for cross-selling employee benefit coverages to Property/Casualty clients is to establish a disciplined program for the ...

COMPREHENSIVE GENERAL WHEN IS COMPREHENSIVE NOT SO COMPREHENSIVE? Dear (Customer Name): As a prudent business owner, you no doubt have protected your assets with insurance - probab...

COMPREHENSIVE GENERAL Dear (Customer Name): HOW MUCH TIME DO YOU HAVE TO THINK ABOUT INSURANCE? Probably not a lot, because you have a business to run. When you deal with (Your Agency Nam...

With the dawn of every new media technology comes the fear on the part of agents that their customers will either find a new agent or buy insurance direct from the company. In this document, Sam Meyer describes how you're now in a position to encourage your clients and prospects to buy their insurance direct — direct from you!