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Articles tagged with check


Mergers: The Six Key Issues

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MERGERS: THE SIX KEY ISSUES by Larry Morrison, CMA, CLU, ChFC and Gary Jacobson, JD Before considering an agency merger, read this article. INTRODUCTION The pressure to ...

New Customer Payment Thank-You

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Dear (Customer Name), Thanks for your check in payment for your insurance.

Past Due Account - Active Account

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PAST DUE ACCOUNT - ACTIVE ACCOUNT Dear (Customer Name), RE: BALANCE DUE ON ACCOUNT Our records indicate that the balance shown above was due ( ). I am truly concerned that you have not sent you...

Premises Liability When The Neighborhood Comes Over The Play

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ErinCarlson
When you host neighborhood barbecues or invite your friends’ kids over to play in the yard, you could be responsible if someone gets hurt. Ensure you have premises liability insurance to protect your assets.

Prospecting Ideas For Life/Health Business

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Take a plain telephone-message note, check the 'please call' box, write a brief message, and send it to 100 P/C insureds for whom you don't yet write any...

Rental Income

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RENTAL INCOME Dear (Customer Name): You'll collect your rents as usual this month, right? Maybe not, if you've had a loss by fire or other disaster. Your tenants may have nothing left to rent! If...

Thank You For Your Business - Solicitation Of New Business

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THANK YOU FOR YOUR BUSINESS - SOLICITATION OF NEW BUSINESS THANK YOU FOR YOUR INSURANCE BUSINESS! Dear (Customer Name), Perhaps we don't say it often enough, but we sinc...

The Consultant Contract

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THE CONSULTANT CONTRACT by Paige Proctor So you decided to hire a consultant. You received the proposal and liked what it said. You then checked the references and decided to move the propos...

The Eight Deadliest Words And Phrases In Insurance

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THE EIGHT DEADLIEST WORDS AND PHRASES IN INSURANCE by Gary Blake Many of us become so dependent on templates and fill-in-the-blank processes for communicating that we sometimes overlook the ...

The Perfect Employee: Perfect Or Not?

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THE PERFECT EMPLOYEE: PERFECT OR NOT? by Grace Bauer I just finished talking to a customer about one of his staff members. 'He's a perfect employee,' the customer said. 'He's ki...

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