AUDIT STATEMENT - INVOICE Dear (Customer Name), RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. However, the payroll and other fi...

HOW TO SET UP A PUBLIC SAFETY PROGRAM by Bill Grieb STEP ONE: Document your program in your written workplace safety manual. STEP TWO: Perform a public safety analysis. This is done by the Safety M...

LIFE INSURANCE PROSPECTING TRAVEL BUSINESS The love of travel shared by many people can bring lots of insurance business. Here is a simple, two-step process that can be used as an effective pros...

PUBLIC SAFETY In addition to providing a safe environment and workplace for employees, businesses must provide for the safety of the public. Who Is 'The Public'? This may include custom...

If you offer a policy review, your agency must be prepared to handle responses. The first 10 seconds of a phone call may be crucial in forming the caller's impression of your professionalism. Depending on the agency's system for routing incoming calls, we advise that Life calls be handled by Life staff. In emergency situations, enough information should be obtained on the first call to enable the Life producer to reach the caller again, even if communications are difficult; don't lose the caller!

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. ...

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...