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PROCEDURE GUIDE Dear (Customer Name): In order to make the reporting of claims as quick and easy as possible for you, we have enclosed a brief claims procedure guide. We recommend that you keep...
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AGREEMENT made and entered into this ____ day of ____________, 20__ by and between [NAME OF INSURANCE AGENCY], a [State] corporation having a principal place of business in [City, State], (hereinafter the 'Agency') and _____________ of ____________, [State] (hereinafter the 'Producer').
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PROMOTE EXPERTISE & SERVICE Dear (Customer Name): Have you ever worried that you might not have insurance to protect everything you think needs protecting? Let (Your Agency Name) do the worrying fo...
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PROMOTES SPECIAL PROGRAM Dear (Customer Name): Congratulations on your new home! In the course of our rounds, we noticed your home under construction at ( ). You will obviously need superior coverag...
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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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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 ...