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Letters (Sales)

Self-Insurance

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SELF-INSURANCE Dear (Customer Name): IF YOU WANT SOMETHING DONE RIGHT ... ... you've got to do it yourself. So goes the old adage, and today many businesspeople feel this way about prote...

Selling A Homeowner At Renewal Time

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We'd like to introduce ourselves. We're (Your Agency Name), and we've been in business in ( ) for more than ( ) years. It's been our...

Selling Disability In The P/C Agency

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Here's a letter I received recently:
Dear Dave:
I work for a $3.5 million P/C agency with about 60% Commercial and 40% Personal in premium volume. One in-house Life producer handles Commercial and Personal lines, sometimes with outside help. But she doesn't write any Disability policies at all; she considers Disability insurance a specialty that she doesn't want to sell. Should I try to talk her into it, pressure her into it, or just let it go? I don't want to add another full-time Life agent unless he/she would become profitable early on; it took two years for my present Life agent to reach profitability. What are my alternatives?

Selling Insurance Online

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Although the technology is in place to sell insurance via the Net, consumers aren’t giving up the one night a year when they sit in their living rooms and listen to their agent pontificate about the advantages of "Plan A" versus "Plan B."

This dynamic might be changing. Insurers have cleared a huge hurdle for online sales — the need for a customer signature — either by using credit cards to bind coverage until the policy can be issued or by legalizing electronic signatures. Despite this advance, a very low percentage of insurance transactions are being handled online.

Selling Life Insurance To Personal Lines Customers

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Dear (Customer Name): Can your Auto or Homeowners coverage help you get a better deal on your Life insurance policy? The answer is YES - if your...

Sending A Draft To Client

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SENDING A DRAFT TO CLIENT DATE [MAIL NAME] [ADDRESS1] [IF CLIENT ADDRESS2=''] [CITY], [STATE] [ZIP] Dear [CLIENT TITLE]: RE: Date of Loss: Type of Loss: Collision C...

Setting Up Renewal Appointment

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SETTING UP RENEWAL APPOINTMENT Dear (Customer Name): It's that time already. As you may recall, ( ) contacted you in ( )to find out when your ( ) insurance expired. We promised a free insurance rev...

Setting Up Renewal Appointment

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SETTING UP RENEWAL APPOINTMENT Dear (Customer Name), It's that time already. As you may recall, we contacted you in ( ) to discover when your (Type of Insurance) expired. We prom...

Setting Up Renewal Appointment

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SETTING UP RENEWAL APPOINTMENT Dear (Customer Name): Believe it or not, an entire year has gone by, and it's time to review your ( ) insurance. Because you are an important me...

Setting Up Review - "I'll Call"

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Dear (Customer Name): BECAUSE YOU'RE AN IMPORTANT MEMBER OF OUR AGENCY FAMILY . . .I'd like to take a few minutes to discuss your ( ) policy...

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