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Articles tagged with check
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ENDORSEMENTS Dear (Customer Name): RE: In accordance with your instructions, we have increased the amount of insurance for your commercial building located at (Address) to a new amount of (Dol...
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FINAL CHECK: PROTECT AGAINST ERRORS AND OMISSIONS by Grace Bauer Is only one employee accountable for each procedure in...
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FLESHING OUT PRESENT ACCOUNTS THANK YOU FOR YOUR INSURANCE BUSINESS! Dear (Customer Name): Perhaps we don't say it often enough, but we sincerely appreciate serving you. As independent insurance ...
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FORMALIZING THE PLAN A plan is only as good as its execution. It is essential that progress be monitored and adjusted and changes made when necessary. Which means that once you prepare the plan, you ...
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FOUR QUICK HIT REFERRAL IDEAS by Bill Cates Every time I host a Referral Champions Boot Camp, I walk away with great ideas from the attendees - and the latest camp was no excep...
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HOW DO YOU ENSURE THAT TRAINING WORKS? by Monica Woldring Insurance agents today all spend time and money on training staff. The training may take place on the job or in seminars and courses. W...
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FRAUDBUSTERS: HOW STAGED ACCIDENTS WORK (AN UNDERCOVER PERSPECTIVE) by Thomas Sarinana 'Capping'-the unlawful solicitation and referral of staged auto accident cases to medical providers...
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HOW YOU CAN AVOID REPETITIVE STRAIN INJURIES by Janice M. Horowitz People who use their hands for a living should be on the alert for pain, numbness and other unusual sensations. These symptom...
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LOST ACCOUNT W/QUESTIONNAIRE With the lingering image problems suffered by everyone in the financial services area, our industry is in particular need of focusing more sales dollars on e...