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Payment
Articles tagged with Payment
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COLLECTIONS The purpose of a collection system is to collect money owed to the agency without alienating the insured. In this section, we will answer the following questions: Who s...
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Most agencies plan, measure and record the sale of new business, but very few take the time to really control the loss of business to the agency. It is the opinion of our firm that no agency really profits if business keeps coming in the front door and going out the back.
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COVER LETTER WITH HOMEOWNERS - DIRECT BILL Dear (Customer Name), Enclosed is your renewal Homeowners policy with (Company Name). In order to keep the cost of Homeowners insurance down, (Company Name...
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CSR PROFIT-SHARING INCENTIVES Here are suggestions for CSR incentives: For CSRs who remain with the agency for a full year, split 25% of the increase in the commission incom...
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DEVELOP A LEGAL FEE MANAGEMENT STRATEGY BEFORE YOU NEED IT by John Beringer In a significant majority of lawsuits, legal fees outweigh t...
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ENDORSEMENTS Dear (Customer Name): RE: In accordance with your instructions, we have increased the amount of insurance for your commercial building located at (Address) to a new amount of (Dol...
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EQUITABLE ESTOPPEL AND INSURANCE PREMIUM PAYMENTS by Christopher Kenney Like the rest of us, insurers can't have it both ways. This generalization is particularly true with regard to an insurer...
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FOLLOW-UP COLLECTION LETTER Dear (Customer Name), RE: Policy Number Company Please take note of this reminder that your ( ) is due in our office by (Date). It is urgent that we recei...
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FROM ESTATE TAX TRAP TO TAX VICTORY by Irving Blackman You hear it all the time: 'Tax law is too complicated.' Well, it is. My job is usually to explain complex tax law in understandable langu...
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Service seems to be a catch-all word for whatever seems to be lacking in our agencies. Most of us have identified service areas as most important...