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Few steps of forming a business relationship have more importance than qualifying the prospect's interest and commitment. It's a high-payoff and high-value use of your time, and leads to a constructive outcome for both parties in the relationship.
1 Verified Reviews - 2 of 5.0
SOCIAL SECURITY PLANNING DO YOU KNOW HOW MUCH YOU'RE OWED? Dear (Customer Name), Like most Americans, you have access to a valuable insurance fund that provides coverage for Disab...
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SOFT MARKET - DISCUSS COST Dear (Customer Name): Thank you for the expiration date of your ( ) insurance. We can't promise your company will save money, but experience has shown that there are man...
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SOFT MARKET - EMPHASIZE SERVICE Dear (Customer Name): WHEN IT COMES TO SERVICE, (Your Agency Name) STANDS ALONE. We know you expect top-quality insurance service at an affordable price. At (Your Ag...
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Dear (Customer Name): Most consumers prefer to have all their insurance handled by one agency. In reviewing your file today, I noticed that we insure your...
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SOLICITATION OF HOMEOWNERS FROM AUTO INSUREDS Dear (Customer Name): Most consumers prefer to have all their insurance handled by one agency. In reviewing your file today, I noticed that we insure yo...
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SOLICITATION OF PERSONAL LINES PACKAGE POLICY WHY PAY FOR 2 WHEN 1 WILL DO? Dear (Customer Name): Where would Fred Astaire be without Ginger Rogers? Laurel without Hardy? Now here's another great...
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SOLICITING PERSONAL BUSINESS FROM COMMERCIAL ACCOUNTS Dear (Customer Name): You've been a valued customer of (Your Agency Name) since ( ), and we want to take this opportunity to thank you for your...
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SOLIDIFYING REVIEW APPOINTMENT Dear (Customer Name): I'd like to thank you for allowing me to review your insurance program. The time spent looking over your present policies and asking you questio...
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JUST LIKE SHOPPING FOR INSURANCE AT A SUPERMARKET! Dear (Customer Name): When you want to buy groceries, do you run around town to the butcher, the baker, the candlestick maker...