policy

Articles tagged with policy


Fifty Years' Experience In Homeowners

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FIFTY YEARS' EXPERIENCE IN HOMEOWNERS Dear (Customer Name), This may come as a surprise to you ... in the next few days, your banker might spend a substantial number of your hard-earned dollars (ve...

Follow The Rules When Completing Life Insurance Applications

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Through the years I have seen Life policy applications and agents' reports with erroneous information. You probably have, too. I don't mean judgment calls with room for honest disagreement; I mean downright wrong information. One of the most common untruths may be the statement that a new policy will not replace an existing policy, when in fact it will. The agent may save the trouble of bothering with replacement forms, but he or she also may be buying a big problem.

Follow-Up Collection Letter

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FOLLOW-UP COLLECTION LETTER Dear (Customer Name), RE: Policy Number Company Please take note of this reminder that your ( ) is due in our office by (Date). It is urgent that we recei...

From Estate Tax Trap To Tax Victory

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FROM ESTATE TAX TRAP TO TAX VICTORY by Irving Blackman You hear it all the time: 'Tax law is too complicated.' Well, it is. My job is usually to explain complex tax law in understandable langu...

General Solicitation - "You Call Us"

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GENERAL SOLICITATION - 'YOU CALL US' Dear (Customer Name): Customer service - We've built a business on it. As your insurance agent for ( ) years, we hope you've been pleased with the service we...

Homeowners Renewal

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HOMEOWNERS RENEWAL Dear (Customer Name), THANK YOU FOR RENEWING YOUR HOMEOWNERS INSURANCE WITH (COMPANY NAME) By now you should have received your HOMEOWNERS POLICY. If you haven'...

Homeowners Renewal/Coverage Increase

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HOMEOWNERS RENEWAL/COVERAGE INCREASE Dear (Customer Name), Here is the renewal of your homeowners policy. As you can see, your coverage is being provided by the (Your Agency Name) and contains the s...

How Do Customers Want To Be Served?

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Service seems to be a catch-all word for whatever seems to be lacking in our agencies. Most of us have identified service areas as most important...

How Important Is 'Paying For It Easier'?

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Over the years, there have been a host of surveys taken on consumer opinions about Personal Lines insurance. The major question is...

Idea Center: Module Vi

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IDEA CENTER: MODULE VI In this module you'll find a gathering of ideas from P/C agents across the country who are selling Life insurance. The idea is for you to see how other agents are...

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