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Letters (Customer Service)

Household Inventory Booklet

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With the free household inventory booklet we're offering, you can easily list every item in your home, along with its value.

How A Consultative Broker Produces Year-End Revenue

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HOW A CONSULTATIVE BROKER PRODUCES YEAR-END REVENUE by Rob Ekern Traditionally, Labor Day marks the beginning of the renewal and new business process (or unfortunately, in some cases, T...

How Well Do Your Clients Know You? Does It Matter?

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HOW WELL DO YOUR CLIENTS KNOW YOU? DOES IT MATTER? by Bill Cates If youve been in this business for 10years or more, you might remember the day when we used to send real newsletter...

Individualized Insurance

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INDIVIDUALIZED INSURANCE Dear (Customer Name): NO TWO BUSINESSES ARE ALIKE. So why should your insurance program be the same as another company's? (Your Agency Name), we know that no two...

Insurance Review Offer

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INSURANCE REVIEW OFFER Dear (Customer Name): How long has it been since you had your Homeowners, Life, and Auto insurance reviewed? Every day someone suffers a loss and dis...

Internal Credit Policies

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INTERNAL CREDIT POLICIES: CREATION AND IMPLEMENTATION by Mary Beth Bolen Let's face it-few people enjoy collecting funds for premiums. Collecting on past-due accounts is even less pleasant. W...

Lack Of Writing Skills Can Be An "STD"

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LACK OF WRITING SKILLS CAN BE AN STD by Gary Blake The cumulative effects of poor writing by insurance professionals include wasted time, duplicated effort, poor morale, a negative comp...

Let Your Customers Rate You

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This letter and questionnaire generated quite a response and helped one agency that sent it learn a lot about their image. The response rate to the letter was 13.23% --...

Life Insurance Solicitation To Auto And Homeowners Customers

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LIFE INSURANCE SOLICITATION TO AUTO AND HOMEOWNERS CUSTOMERS Dear (Customer Name): You've been a valued client for years. Through those years, we at (Your Agency Name) have taken care of a number o...

Loss Control Services Letter

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LOSS CONTROL SERVICES LETTER Use this letter to prospect for offering loss control services. Dear CUSTOMER NAME: If you read the newspapers, you know the problems that most...

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