|
|
|
|
|
|
dear
Articles tagged with dear
|
|
|
|
|
|
This content has not been rated yet.
Most P/C agencies that start a brand-new Life department are going to start by selling Personal Life policies-and well they should. Concepts in Personal Life insurance are for the most part easier to grasp.
This content has not been rated yet.
Dear (Customer Name): You've always trusted my advice because I've worked with you.
This content has not been rated yet.
WHEN IS BODILY INJURY NOT PERSONAL INJURY? Dear (Customer Name), WHEN IS BODILY INJURY NOT PERSONAL INJURY? Does your firm carry Liability insurance? Of course, it does. And does your Lia...
This content has not been rated yet.
WHOLE LIFE INSURANCE: MODULE V-F THE PRODUCT Whole Life insurance, also referred to as 'ordinary' Life, is the oldest form of permanent Life insurance protectio...
This content has not been rated yet.
COMMERCIAL INSURANCE NEW BUSINESS PROCEDURE 1. Change computer file from prospect to customer if necessary and update information in customer's computer file. 2. Input coverage and...
This content has not been rated yet.
PERSONAL INSURANCE BINDER BILLING PROCEDURE AGENCY BILL 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, assign a binder number. ...
This content has not been rated yet.
PERSONAL INSURANCE ENDORSEMENT PROCEDURE The ultimate goal for an automated agency would be to have endorsements processed as follows: customer calls with a change the CS...
This content has not been rated yet.
COMMERCIAL INSURANCE AUDIT PROCEDURE In most agencies, audits are processed much like all other types of mail. Because of the adverse financial impact that an audit can have upon an agency, it i...
This content has not been rated yet.
COMMERCIAL INSURANCE BINDER BILLING PROCEDURE Cash flow in insurance agencies has become an ever increasing area of concern. Most agencies have thousands of dollars of accounts receivable as a r...
This content has not been rated yet.
COMMERCIAL INSURANCE BINDER BILLING PROCEDURE SPECIAL COMMERCIAL ACCOUNTS 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, as...