Letters (Customer Service)
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THANK YOU - SOLICIT WORKERS COMP THANK YOU! Dear (Customer Name), We don't often take the time to say thank you to our customers, but we wanted to let you know we apprecia...
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HOMEOWNERS QUESTIONNAIRE by Jack Fries Have your producers use this questionnaire from Jack Fries to garner needed information from Homeowners prospects: HOMEOWNERS I...
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10 TIPS FOR RENEWAL RETENTION by Ken Buehler Much has been said and written about the costs of acquiring new business. These costs are so high that it's essential to retain t...
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The goal in business is to outdistance the competition and make profitable sales by producing more customer-friendly products or services. To reach this goal, you need an advantage to improve your batting average-but it's getting more difficult and complicated to obtain this advantage, let alone keep it.
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401(K) PLAN Dear (Customer Name): 'The golden years' - that's how we'd all like to describe retirement, but very few actually can say retirement is golden. Americans are living longer and retiri...
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A CHRISTMAS CONTRIBUTION Clients appreciate receiving Christmas cards and letters. It's nice to know that someone out there cares and wants to be remembered. Several years ago, IMMS received a me...
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Getting your company’s message out to the buying public doesn’t have to be complex or expensive. Direct mail is perhaps the most targeted and cost-effective vehicle for communicating to an audience.
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ABC COMPANY MANAGERS FAMILY RISK ANALYSIS Dear NAME: Our commitment to you doesnt end with protecting your business assets. Your managers are essential to your business. To...
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ACCIDENT/SICKNESS Dear (Customer Name): 'ME? I NEVER GET SICK!' How many times have you heard - or said - this? Probably more than you can count. However, you can get sick or have an a...
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ACCOUNT-UPGRADING Dear (Customer Name): Clients often ask us, 'Do I need to bond every single one of my employees to make certain I'm protected?' The subject of bonds can seem complex, but at (Yo...