IMMS Library

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Letters (Customer Service)

New Accounts Are Hiding In Your Files

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According to an old axiom, keeping an existing customer is much more profitable than spending money going after new prospects. While that's generally valid in any business, it seems especially true in P/C agencies, particularly when management recognizes dozens of related financial services that can flow through a P/C book of business.

New Customer Payment Thank-You

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Dear (Customer Name), Thanks for your check in payment for your insurance.

New Homeowners

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Dear (Customer Name), CUSTOMER SALUTATION GOES HERE THANK YOU! We appreciate your placing your HOMEOWNERS INSURANCE with (Company Name). We find that for convenience and service,...

New Policy Invoice Letter

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NEW POLICY INVOICE LETTER Dear (Customer Name), RE: Policy Number Company Welcome as a new policyholder of (Your Agency Name). We are pleased to enclose your new policy, which has be...

Nurturing Client Relationships

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JackBurke
NURTURING CLIENT RELATIONSHIPS by Jack Burke I opened the book Relationship Aspect Marketing with some statistics that have withstood the test of time in relation to why businesses lose t...

Offer To Review Present Insurance

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OFFER TO REVIEW PRESENT INSURANCE Dear (Customer Name): It took a lot of hard work to buy your home. If you're like the average American in pursuit of a dream home, you spent evenings and weekends ...

Offering Free Insurance Review

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OFFERING FREE INSURANCE REVIEW Dear (Customer Name), We'd like to introduce ourselves. We're (Your Agency Name), and we've been in business for more than ( ) years. It's been our pleasure to...

Office Buildings - "We Know What Your Needs Are"

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OFFICE BUILDINGS - 'WE KNOW WHAT YOUR NEEDS ARE' AN OFFICE IS NOT A HOME Dear (Customer Name): You may not consider your office building a home, but many people spend nearly as much tim...

Office Buildings - Adequate Insurance Protection

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OFFICE BUILDINGS - ADEQUATE INSURANCE PROTECTION Dear (Customer Name): WHAT WOULD THE WORLD LOOK LIKE WITHOUT OFFICE BUILDINGS? You'd have to return to the years before the Industrial Re...

Online Communication: Accentuate The Positive!

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ONLINE COMMUNICATION: ACCENTUATE THE POSITIVE! by Jack Fries The catastrophe of September 11 has shaken our nation. What can you do to assuage some of the feelings of fear and anxiety ...

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