Letters (Customer Service)
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Dear (Customer Name): Most consumers prefer to have all their insurance handled by one agency. In reviewing your file today, I noticed that we insure your...
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SOLICITATION OF HOMEOWNERS FROM AUTO INSUREDS Dear (Customer Name): Most consumers prefer to have all their insurance handled by one agency. In reviewing your file today, I noticed that we insure yo...
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SOLICITATION OF PERSONAL LINES PACKAGE POLICY WHY PAY FOR 2 WHEN 1 WILL DO? Dear (Customer Name): Where would Fred Astaire be without Ginger Rogers? Laurel without Hardy? Now here's another great...
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SOLICITING PERSONAL BUSINESS FROM COMMERCIAL ACCOUNTS Dear (Customer Name): You've been a valued customer of (Your Agency Name) since ( ), and we want to take this opportunity to thank you for your...
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SOLIDIFYING REVIEW APPOINTMENT Dear (Customer Name): I'd like to thank you for allowing me to review your insurance program. The time spent looking over your present policies and asking you questio...
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SPECIAL OFFER TO PROSPECTS Dear (Customer Name): Allow us to introduce ourselves: We are (Your Agency Name) and have been doing business in ( ) for over ( ) years. We are an independent insurance ag...
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SPECIALIST Dear (Customer Name), Would you expect to: Buy a Mercedes Benz from your local Chevy dealer? Eat a gourmet dinner at Wendy's or McDonald's? Shop for...
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STAFF INTRODUCTION Dear (Customer Name): When someone in your family is sick, you call your family doctor. But whom do you call when you have a Homeowners claim? Or when you have a question ...
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It's a world in which insurance is converging with financial services, virtual companies are challenging traditional suppliers for market space, and agencies and brokerages are feeling the competition from new distribution channels.
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STEWARDSHIP REPORTS AN ANTIDOTE TO MARKET INSANITY: PART II by Rob Ekern In the second of his two-part series, Rob Ekern tells you how to get maximum mileage out of the Ste...