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Client Bill Of Rights

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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...

Customer Service: Accentuate The Positive

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CUSTOMER SERVICE: ACCENTUATE THE POSITIVE by Patricia Czech No doubt, you've heard of the 3-11 Customer Rule. It holds that a happy customer will recommend your business to three peop...

Don’t Go Too Far When Asking For Referrals!

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DONT GO TOO FAR WHEN ASKING FOR REFERRALS! by Bill Cates After reading a new book on referrals, I was shocked! The author opened with a story of an occasion when he asked for refer...

Don’T Make Promises To Clients That You Can’T Keep!

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DONT MAKE PROMISES TO CLIENTS THAT YOU CANT KEEP! by Maribeth Kusmeski Did you ever make a big promise you cant keep? Often, theres a disconnect separating wha...

Home Based Worker Checklist

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HOME BASED WORKER CHECKLIST The advent of computers, network software, electronic mail, modems and faxes has boosted the popularity of telecommuting or home based working and remote worksites. In ad...

If Producers Could Produce

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IF PRODUCERS COULD PRODUCE By Chris Burand How much wood would a woodchuck chuck if a woodchuck could chuck wood? Or for agencies, how much production could a producer produce if a produc...

Learning To Manage E-Mail

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LEARNING TO MANAGE E-MAIL by Steve Anderson Communicating with someone used to be easy. You could just pick up the phone and give them a call, or sit down and write a note. Fast forward a...

Personnel File Checklist

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PERSONNEL FILE CHECKLIST Some or all of the following documents should be maintained in an employee's personnel file. [ ] Resume [ ] Letters of Reference [ ] Employment Application [ ...

Post-Employment Release Of Employment Information

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POST-EMPLOYMENT RELEASE OF EMPLOYMENT INFORMATION (FOR FORMER EMPLOYEES) I, , hereby authorize to release information to prospective employers regarding my employment with this com...

Recruiting Employees

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RECRUITING EMPLOYEES THE CUTTING-EDGE PERSONNEL ISSUE by Roger Herman, CMC, CSP Insurance agencies must have good people on their team in order to function. Without competent employees who know...

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