Letters (Customer Service)
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PROSPECTING IDEA FOR SOLID GOLD CLIENTS by Mary Beth Bolen For many traditional CSRs, prospecting is one of the most dreaded tasks -- but it is one of the most important to the agency's...
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Dear (Customer Name): When you sit down to pay your Homeowners insurance premium, do you think about what you're paying for? Do you worry that you might be paying for more cover...
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Prove It with CRM by Patricia Czech You have to prove yourself to your clients every single day. In the case ...
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PROVIDE RISK MANAGEMENT NOT INSURANCE! by Chris Burand The future of your agency lies in offering risk management - not just insurance. THE PROBLEM: An August ...
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QUICK RENEWAL CHECKLIST The FAX Of Life According To Your Insurance Agent To: From: Date: 'I'm Mad As Hell And I'm Not Gonna Take It Anymore!' That line from the popular mov...
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RECEIPT OF CLAIM Dear (Customer Name), The claim you reported to us today was immediately forwarded to your insurance company for prompt action. You can expect to hear from the claims adjuster ...
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RENEWAL THANK YOU! Dear (Customer Name), We know we don't say it often enough, but we want to thank you for being a valued customer at (Your Agency Name). It's clients ...
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RENEWAL LETTER Dear (Customer Name): Your ( ) insurance is up for renewal and we'd like to take this opportunity to remind you of our commitment to your insurance program. We have provided you wit...
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RENEWAL POLICY INVOICE LETTER Dear (Customer Name), RE: Policy Number Company We are pleased to enclose your policy, which has been renewed according to your ins...
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RENTAL INCOME Dear (Customer Name): You'll collect your rents as usual this month, right? Maybe not, if you've had a loss by fire or other disaster. Your tenants may have nothing left to rent! If...