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Articles tagged with date
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There are still those who believe that something will stick if you toss enough stuff against the wall. John Graham believes that we fail to ask ourselves the right question, the one that defines the marketing and sales mission.
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CREATING INITIATIVES AND OBJECTIVES Your planning meeting should focus on the areas that need atte...
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DISCLAIMER II INSURANCE INCORPORATED Disclaimer Insured - # Company - # Premium Quoted - $# Effective Date -# The above quotation is with an insurance company that does not meet our st...
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DWELLING REPLACEMENT COST FORM NAME: LOCATION ADDRESS: ...
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EMPLOYEE EVALUATION INTRODUCTION While the job description is the basis of the employee evaluation, the evaluation also affects the job description, helping to keep it flexible an...
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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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EXISTING CLIENTS Re: Homeowners Insurance Dear (Customer Name), Enclosed is your renewal policy effective (Date) written with (Company Name). As you are undoubtedly aware, construction costs are c...
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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...
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FOLLOW-UP - MISSING INFORMATION To: (Customer Name) From: (Your Agency Name) RE: Date of Loss Policy Number On (Date) we reported the above claim to you. We have not been advised of the claim...
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FOLLOW-UP - NEED STATUS To: (Customer Name) From: (Your Agency Name) RE: Date of Loss Policy Number On ( Date) we reported the above claim to you. We do not show ...