Letters (Customer Service)
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UPGRADE-TOTAL ACCOUNT REVIEW Dear (Customer Name): When we first wrote your Auto insurance policy, we custom-tailored the coverages to fit your needs at that time. We helped you choose coverages...
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Dear (Customer Name): You've always trusted my advice because I've worked with you.
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USING A SMALL, HANDY GIFT Have you ever gotten a little promotional gadget in the mail that turned out to be so handy, you wondered how you ever functioned without it? Bottle openers, ov...
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VALUING YOUR CUSTOMERS: PART II by Jack Burke The previous article discussed the purchase of a new television and my impatience when it came to waiting for delivery. I can now report that...
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WHAT ABOUT THE YEARLY ACCOUNT REVIEW? by Grace Bauer Have you ever thought about completing a yearly account review of your insureds in Commercial and Personal lines? You might be thinking,...
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WHEN IS BODILY INJURY NOT PERSONAL INJURY? Dear (Customer Name), WHEN IS BODILY INJURY NOT PERSONAL INJURY? Does your firm carry Liability insurance? Of course, it does. And does your Lia...
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The book of Life/benefits business springing from your P/C business can be as valuable as, or even more valuable than, your P/C book. For this reason alone, identifying who owns that book under all conditions is important.
Two parties might challenge your ownership: Life producers and Life carriers.
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Often, there's more risk in customer service when the answer to our concerns is yes. Can you...
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CSR/Marketer runs automated expiration list 120 days prior to expiration. (Example: On Jan. 1, CSR/Marketer runs a list of expirations for April)
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COMMERCIAL INSURANCE NEW BUSINESS PROCEDURE 1. Change computer file from prospect to customer if necessary and update information in customer's computer file. 2. Input coverage and...