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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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SOLICITATION OF HOMEOWNERS FROM AUTO INSUREDS Dear (Customer Name): Most consumers prefer to have all their insurance handled by one agency. In reviewing your file today, I noticed that we insure yo...
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SOLICITATION OF PERSONAL LINES PACKAGE POLICY WHY PAY FOR 2 WHEN 1 WILL DO? Dear (Customer Name): Where would Fred Astaire be without Ginger Rogers? Laurel without Hardy? Now here's another great...
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SOLICITING PERSONAL BUSINESS FROM COMMERCIAL ACCOUNTS Dear (Customer Name): You've been a valued customer of (Your Agency Name) since ( ), and we want to take this opportunity to thank you for your...
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SOLIDIFYING REVIEW APPOINTMENT Dear (Customer Name): I'd like to thank you for allowing me to review your insurance program. The time spent looking over your present policies and asking you questio...
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SOLVING CLIENT LIFE INSURANCE PROBLEMS 'A couple is adopting a child from abroad and they have a problem,' reports a P/C agent 'It seems that the adoption agency requires that the child carry Life...
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Every state battles fraud and abuse of its Workers Comp system. An honest company that properly uses Workers Comp to protect its employees and keeps its premises safe might...
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JUST LIKE SHOPPING FOR INSURANCE AT A SUPERMARKET! Dear (Customer Name): When you want to buy groceries, do you run around town to the butcher, the baker, the candlestick maker...
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SPECIAL OFFER TO PROSPECTS Dear (Customer Name): Allow us to introduce ourselves: We are (Your Agency Name) and have been doing business in ( ) for over ( ) years. We are an independent insurance ag...
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SPECIALIST Dear (Customer Name), Would you expect to: Buy a Mercedes Benz from your local Chevy dealer? Eat a gourmet dinner at Wendy's or McDonald's? Shop for...
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SPECIMEN CLUSTER AGREEMENT Prepared By: DAVID A. BAKST, ESQUIRE MORRISON, MAHONEY & MILLER AGREEMENT made and entered into this ___ day of ____________, 19__, by and among the followi...