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Articles tagged with city state zip


A Creative Way To Sell "Umbrellas"

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A CREATIVE WAY TO SELL 'UMBRELLAS' IMMS Member Wayne Smart of Fry, Jordan & Wilson, Inc., South Boston, Virginia sells Personal Umbrella insurance by the bucketful. Here's how: Wayne tapes a pape...

Acknowledge Claim

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ACKNOWLEDGE CLAIM DATE [CLIENT MAIL NAME] [ADDRESS1] [CITY], [STATE] [ZIP] Dear (Customer Name), Thank you for reporting your recent claim so promptly. We have sent the report to [POL...

Family Risk Questionnaire

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FAMILY RISK QUESTIONNAIRE We recommend a yearly review of all your insurance policies. This questionnaire makes that review quick and efficient. Please take a moment to answer the questions and retur...

Sending A Draft To Client

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SENDING A DRAFT TO CLIENT DATE [MAIL NAME] [ADDRESS1] [IF CLIENT ADDRESS2=''] [CITY], [STATE] [ZIP] Dear [CLIENT TITLE]: RE: Date of Loss: Type of Loss: Collision C...

Work Flow Procedures Manual -Personal Renewal Procedure

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PERSONAL INSURANCE RENEWAL PROCEDURE DIRECT BILL 1. 60 days prior to expiration run expiration list. 2. Using mail merge capabilities of the system, generate personal lines direc...

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