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advance
Articles tagged with advance
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A PERPETUATION PLANNING PRIMER by Tom Doran No one expects the current frantic pace of merger and acquisition activity to last forever. When it does cool off, more agency own...
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AGENT'S CHECKLIST: PROTECTING YOUR ACCOUNTS AGAINST PIRACY by David Daar Before your accounts get raided, you should consider doing some advance planning. There should be a strategy in place...
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BASIC STEPS FOR PUBLICITY 1. Choose only one person from your agency or organization to contact news media. Two persons contacting the same newspaper editor or program director will create confl...
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BEST PARTNERSHIP Dear (Customer Name): When a business partner suffers a fatal accident, it's a devastating time for all those concerned. The remaining partners feel a great loss after spending yea...
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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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Developing new business is an integral part of every insurance agent’s regimen. There are endless ways to go about looking for new business. Jack Fries explains why successful agents must know how to focus their efforts to engage in the most efficient methods possible.
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DISASTER PLANNING MANUAL - PART 2 The first step to developing a catastrophe contingency plan is to outline the steps that must be accomplished in the event of a disaster. Once you know what needs to...
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FINDING THE RIGHT CSR by William Vericker Where, and what, to look for hiring quality CSRs. When clients call, e-mail, or visit your agency, they count on someone to service their bus...
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IF I WERE A MARKETING MANAGER FOR A DAY by Delbert Hawkins Once upon a time, a marketing representative was an ex-underwriter who went into the field because he or she was too youn...
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Public relations is all about credibility, without which you have little chance of getting your message across. In this document, Michael Maynard asks you to ask yourself, 'Would I buy it?'