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Account-Upgrading

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ACCOUNT-UPGRADING Dear (Customer Name): Clients often ask us, 'Do I need to bond every single one of my employees to make certain I'm protected?' The subject of bonds can seem complex, but at (Yo...

Are You Memorable?

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ARE YOU MEMORABLE? by Emily Huling There's nothing more flattering than being remembered - for the right reasons, of course. Why do some individuals always leave a favorable, unforgettab...

Auto Insurance

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AUTO INSURANCE Dear (Customer Name), Isn't it worth a few moments of your time to learn whether you're paying more than you need to for Automobile insurance? (Your Agency Name) will answer that ...

Bonus/Compensation Plans: Part One

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BONUS/COMPENSATION PLANS: PART ONE by Jack Fries An incentive or bonus program requires many variables to be successful. Such programs too often reward work that wouldve been done...

Can You Do Business At A Family Event?

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CAN YOU DO BUSINESS AT A FAMILY EVENT? by Bill Cates You can - but be very careful! If your friends perceive you as trying to do business at a wedding, it could hurt your chanc...

Claims Questionnaire

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CLAIMS QUESTIONNAIRE NAME:______________________________ PHONE #:_____________________ TYPE LOSS:__________________ DATE:___________ COMPANY:___________ The purpose of thi...

Company Contracts: Double Your Bonuses

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COMPANY CONTRACTS: DOUBLE YOUR BONUSES by Chris Burand If one company is willing to pay twice the bonus for the same results, the same book, the same ease of doing busin...

Confused By The Numbers: The Case Of The Missing Question

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JohnGraham
There are still those who believe that something will stick if you toss enough stuff against the wall. John Graham believes that we fail to ask ourselves the right question, the one that defines the marketing and sales mission.

Contractors Pre-Approach

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CONTRACTORS PRE-APPROACH Dear (Customer Name), Speed is the name of the game in your business, and many contractors simply don't have time to learn a great deal about their insurance programs. Unl...

Decision Making In Corporate America

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Nancy Newbee is the newest trainee for LOCO (Large Old Co.), Inc. She was hired because she's bright, articulate, well-educated, and motivated. She's in her second week of training.

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