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Customer/Prospect Correspondence

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CUSTOMER/PROSPECT CORRESPONDENCE: CHOOSE RIGHT WORDS TO CONVEY RIGHT MEANING Poor word choice in customer correspondence can alienate prospects and customers. Additionally, jargon can be misint...

Dwelling Replacement Cost Form

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DWELLING REPLACEMENT COST FORM NAME: LOCATION ADDRESS: ...

Outdated Insurance

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Dear (Customer Name): It's frightening how quickly things change. Take your insurance policy. You may have signed it yesterday, but it could already be outdated. New legislation...

Sample Overtime Authorization Policy For Non-Exempt Employees

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If you are a non-exempt employee, you may be qualified for overtime. All overtime must be approved of in writing by your supervisor. Please request an overtime authorization form.

Spreading Life Wealth Among Employees

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SPREADING LIFE WEALTH AMONG EMPLOYEES by George Nordhaus Dave Warren of Dodge, Warren and Peters, Torrance, California has a whole new insight into how to get many people in the age...

Thank You To New Clients

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THANK YOU TO NEW CLIENTS Dear (Customer Name): Thank you for placing your ( ) insurance with us. As an independent insurance agency, (Your Agency Name) specializes in serving your insurance needs qu...

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