agency name

Articles tagged with agency name


Business Coverage Upgrading

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BUSINESS COVERAGE UPGRADING IT'S OUR SPECIALTY Dear (Customer Name): Like any other businessperson, an insurance agent must target a certain type of business that he or she can ha...

Business Evaluation - Business Estate Planning

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BUSINESS EVALUATION - BUSINESS ESTATE PLANNING HOW DO YOU PROTECT THE REAL VALUE OF YOUR BUSINESS? Dear (Customer Name): When a business owner dies, there are big expenses involved...

Business Personal Property

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BUSINESS PERSONAL PROPERTY COULD YOU DO BUSINESS WITH JUST FOUR WALLS? Dear (Customer Name): Of course you couldn't. In order to do business you need equipment, furniture, fixtures, supplies - the...

Center Of Influence / Referral Request

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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...

Checklist Of Services

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CHECKLIST OF SERVICES Dear (Customer Name): SHARPEN YOUR PENCIL AND CHECK OUT THE COMPETITION . . . and we bet you'll find that it pays to comparison-shop when you're...

Christmas Greeting

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CHRISTMAS GREETING Dear (Customer Name), Just a note to let you know that we're thinking of you during the holiday season. Not only do we send our best wishes, but I want to add a perso...

Christmas Greeting-Commercial Lines

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CHRISTMAS GREETING-COMMERCIAL LINES Dear (Customer Name), Seasons greetings and best wishes for the New Year. It gives me great pleasure-particularly at this time of year-to convey my personal ...

Client Relationship-Building

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CLIENT RELATIONSHIP-BUILDING Dear (Customer Name), You are VERY important to us and I wanted to let you know that we appreciate having you as a customer of our agency. I am writing you today to ...

Clusters

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The cluster concept has been a popular one for doctors, dentists, realtors, and others for many years. Insurance agency clusters have been around for a few decades, but interest in them intensified during the hard market of the early 1980s. At that time, smaller agencies banded together to protect themselves against increasing carrier demands brought on by tighter market conditions.

Commercial Lines Disability

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Dear (Customer Name): You've purchased Life insurance for key employees because you know it could mean financial disaster for your company if you were to lose someone...

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