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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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2 Verified Reviews - 5 of 5.0
Testing your disaster plan is about the only way to ensure that the plan is complete, accurate, functional, and up to date. Testing will also...
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Dear (Customer Name), (Your Agency Name) is proud to serve you. By choosing to place your...
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THANK YOU FOR REFERRALS Dear (Customer Name): Thank you for referring ( ) to us. As a professional independent insurance agency, we provide a number of insurance products and services to meet a vari...
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THANK YOU FOR REFERRALS Dear (Customer Name): Thank you for sending us the names of business colleagues you feel could benefit from our services. We appreciate your placing your confidence in us. W...
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THANK YOU FOR X-DATE Dear (Customer Name): THANK YOU. . . for giving the information we requested in our call. As promised, I've enclosed for you a free ( ), which I'm sure you'...
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THANK YOU FOR YOUR BUSINESS - SOLICITATION OF NEW BUSINESS THANK YOU FOR YOUR INSURANCE BUSINESS! Dear (Customer Name), Perhaps we don't say it often enough, but we sinc...
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THANK YOU TO NEW CLIENTS Dear (Customer Name): Thank you for placing your ( ) insurance with us. As an independent insurance agency, (Your Agency Name) specializes in serving your insurance needs qu...
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THAT PERSONAL TOUCH by Grace Bauer Are you still sending those personal thank-you notes to your insureds throughout the year? How about the initial claim letter expressing your concern an...
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THE 'CHICKEN LITTLE' SYNDROME by Brian Burke 'Brokers to Decline as Direct Sales Gain,' read the headline of the lead story in the Agent/Broker section of a r...
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THE 'MOTHER-CHILD' COMMERCIAL LINES SALE by Alan L. Shulman, CPCU When you attempt to sell Commercial Lines, you can project yourself as either a generalist or a specialist. In virtually a...