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checklist
Articles tagged with checklist
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AFTER AN EARTHQUAKE: A CHECKLIST FROM THE AMERICAN RED CROSS When preparing your family plan, fill in the blank lines on this page. Following an earthquake, check the boxes as you compl...
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ANALYSIS OF PROFIT-SHARING AGREEMENTS Use this form to review your company profit-sharing deals. Complete this checklist for each major company represented. A no ans...
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ANALYZING CUSTOMER PROBLEMS by Mary Beth Bolen The best customers are your existing customers. Some agree with that statement and some don't. There are some customers you'd probably rather b...
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ARE YOU GIVING YOUR CUSTOMERS WHAT THEY WANT? by Al Diamond The first question is 'Do you know what the customers want?' If your answer is 'They always want the lowest ...
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ARE YOU WILTING YET? by Grace Bauer If you're feeling yourself wilt on the job and think that you might be f...
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CATASTROPHE PLANNING: IS YOUR AGENCY REALLY PREPARED? by Grace Bauer After talking to a number of agents, I've learned that only 10% of agencies are truly prepared for a catastrophe! Sur...
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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...
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COMMERCIAL LINES INSURANCE CHECKLIST by Jack Fries Use this checklist by Jack Fries to see which Commercial Lines coverages your clients have, those that they need, and those that you write. ...
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DISASTER PLANNING MANUAL - PART 2 The first step to developing a catastrophe contingency plan is to outline the steps that must be accomplished in the event of a disaster. Once you know what needs to...
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HOMEOWNERS RENEWAL Dear (Customer Name), THANK YOU FOR RENEWING YOUR HOMEOWNERS INSURANCE WITH (COMPANY NAME) By now you should have received your HOMEOWNERS POLICY. If you haven'...