IMMS Library

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Letters (Customer Service)

Esop

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ESOP Dear (Customer Name): When employees become owners, profits rise, morale increases, and company sales increase. That's the scenario according to Employee Stock Ownership Plan (ESOP). Studies ...

Esops

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ESOPS WHERE IS YOUR COMPANY GOING? Dear (Customer Name): Do you have a perpetuation plan in place specifying what will happen to the company when you retire, or should something happen to...

Establish Professional Image

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ESTABLISH PROFESSIONAL IMAGE Dear (Customer Name): At (Your Agency Name), we have been providing quality service for more than ( ) years. We have more than ( ) customers in the area who have insuran...

Estate Planning

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ESTATE PLANNING Dear (Customer Name): Estate planning is the key to keeping things running. Unfortunately, many estates suffer from forced liquidation because not enough cash is available for taxes ...

E-Surveys: Self-Serving Pablum

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JackBurke
E-SURVEYS: SELF-SERVING PABLUM by Jack Burke Most questionnaires aren't worth the paper they're printed on because they're designed to elicit only positive responses. Companies are afrai...

Existing Clients

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EXISTING CLIENTS Re: Homeowners Insurance Dear (Customer Name), Enclosed is your renewal policy effective (Date) written with (Company Name). As you are undoubtedly aware, construction costs are c...

Explain High Prices

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EXPLAIN HIGH PRICES Dear (Customer Name): UP, UP, AND AWAY . . . unfortunately, that's where insurance costs seem to be heading these days. More and more people are suing America...

Explains Hard Market

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EXPLAINS HARD MARKET Dear (Customer Name): You've probably noticed that your insurance rates have increased. It's nothing personal. The insurance industry is in what is ...

Extra Expense

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EXTRA EXPENSE KEEP YOUR BUSINESS DOORS OPEN Dear (Customer Name): Try to imagine posting this notice on your fire-damaged building: 'Sorry about the fire. It will take approximate...

Fiduciary Responsibility

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FIDUCIARY RESPONSIBILITY Dear (Customer Name): How do you know if you have the right Fiduciary Liability policy? Take the insurance buyers' ERISA quiz: ...

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