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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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FLESHING OUT PRESENT ACCOUNTS THANK YOU FOR YOUR INSURANCE BUSINESS! Dear (Customer Name): Perhaps we don't say it often enough, but we sincerely appreciate serving you. As independent insurance ...
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FOCUS ON CLIENT SERVICE by Carol Hammes It always seems as though theres good news and bad news in this industry. For agencies dealing with insurance company financial problems and th...
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FOCUSING ON CLIENT OR PROSPECT NEEDS by Mary Beth Bolen There's a lot of talk about niche marketing or target marketing today. Many speakers feel that it's imperative to find a certain niche i...
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FOLLOW SMART HIRING PRACTICES by Marcus Covas These hiring guidelines can help protect your business against the growth industry of employment-related litigation. Today,...
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FOLLOW THE LEADER - LEAD THE FOLLOWER! by Mike Manes 'The first role of the leader is to define reality.' - Max DePree, businessman 'The one absolute for leadership is foll...
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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.
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CompleteMarkets Editor, IIABA Virtual University Faculty IIABA Virtual University Faculty
4/30/2013 10:36:58 PM
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FOLLOW UP ON CERTIFICATES OF INSURANCE by the IIABA Virtual Faculty Many insurers dont want their agents to copy them on certificates they issue. Other carriers have expr...
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FOLLOW-UP - MISSING INFORMATION To: (Customer Name) From: (Your Agency Name) RE: Date of Loss Policy Number On (Date) we reported the above claim to you. We have not been advised of the claim...
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FOLLOW-UP - NEED STATUS To: (Customer Name) From: (Your Agency Name) RE: Date of Loss Policy Number On ( Date) we reported the above claim to you. We do not show ...
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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...