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Cancellation - Invoice

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CompleteMarkets Editor 4/30/2013 10:38:27 PM

CANCELLATION - INVOICE Dear (Customer Name), RE: The process of cancellation of the above policy is now complete, and enclosed is our invoice for the additional premium due at this time. Thank ...

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Center Of Influence / Referral Request

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CompleteMarkets Editor 5/13/2014 12:00:00 AM

Dear (Customer Name), I'm writing you today for two reasons: one, to thank you for being a valued customer of [Your Agency Name] and, two, to ask you for a favor...

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Characteristics Of Strong Agency/Carrier Relationships

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CompleteMarkets Editor, John Jaques 4/30/2013 10:41:34 PM

CHARACTERISTICS OF STRONG AGENCY/CARRIER RELATIONSHIPS by John Jaques The compilation of agency/carrier relationship characteristics presented in this article is based on observatio...

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Check Fraud And Counterfeiting

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CompleteMarkets Editor, L. Burke Files 4/30/2013 12:00:00 AM

CHECK FRAUD AND COUNTERFEITING by L. Burke Files As computer and duplicating technologies have advanced and become cheaper and more widely available, check fraud and counterfeiting have grown. T...

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Claims Management: An Important Part Of A Successful Insurance Program

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CompleteMarkets Editor, Elizabeth Shaw 4/30/2013 10:45:45 PM

CLAIMS MANAGEMENT: AN IMPORTANT PART OF A SUCCESSFUL INSURANCE PROGRAM by Elizabeth Shaw, CPCU This writing is based on one simple premise: The integration of claims management into a commercia...

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Client Bill Of Rights

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CompleteMarkets Editor 4/30/2013 10:40:33 PM

CLIENT BILL OF RIGHTS My attorney agrees to do the following: 1. Only work on my case if he or she has the skills, knowledge and experience necessary to be an excellent advocate on my behalf. 2...

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Collection Letter - Threatening Legal Action

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CompleteMarkets Editor 4/30/2013 10:38:39 PM

COLLECTION LETTER - THREATENING LEGAL ACTION Dear (Customer Name), RE: BALANCE DUE It is urgent that this unpaid balance be paid by ( ) to close this account. We have verified this balance and ...

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Commercial Insurance: Cancellation Procedure

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CompleteMarkets Editor 10/19/2016 12:00:00 AM

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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Commercial Lines Marketing Plan: Part I

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CompleteMarkets Editor, Jack Fries 4/30/2013 12:00:00 AM

Successful marketing of Commercial Lines requires a detailed plan. The first step is to assess where you are right now. In this first of a three-part series, Jack Fries examines the preliminary steps that an agency should take in marketing Commercial Lines.

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