Letters (Customer Service)

COMMERCIAL INSURANCE ENDORSEMENT PROCEDURE The ultimate goal for an automated agency would be to have endorsements processed as follows: customer calls with a change the ...

PERSONAL INSURANCE CANCELLATION PROCEDURE There are three goals to the cancellation procedures. They are as follows: Determine the cause so that the agency can prevent future erosi...

PERSONAL INSURANCE CLAIMS PROCEDURE The most important service that we provide a customer is Claims Service. Most agencies put a very low priority on items such as claims reporting and follow up...

WORKERS COMPENSATION Dear (Customer Name), NEW! YOU CAN SAVE MONEY ON YOUR WORKERS COMPENSATION INSURANCE PROGRAM! Discover how the results of an effective safety program can lower your Workers Com...