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...

FINANCIAL SERVICES Dear (Customer Name): We have handled your ( ) insurance for ( ) years. Did you know we also can take care of your financial services needs? As an independent agency, we offer Li...

FRANKLIN, TENNESSEE, FLOODING & THE SOCIAL WEB Steve Anderson You might have heard on the news that a massive storm system parked over middle Tennessee in mid-May. This storm dropped 10'...

GENERAL CUSTOMER QUESTIONNAIRE Art Dannecker of the Westfield Companies developed this customer questionnaire for use by Westfield agencies: CUSTOMER QUESTIONNAIRE 1. From a personal ...

GENERAL SOLICITATION - 'YOU CALL US' Dear (Customer Name): Customer service - We've built a business on it. As your insurance agent for ( ) years, we hope you've been pleased with the service we...

What are your legal names? What is the address of the property? Is your home under 40 years of age? What is the year of construction...

Please check yes or no to these questions: YES NO

There’s no time better than the beginning of the year to set some fiscal goals and create a plan for improving your financial situation. You are probably ready for a brand new beginning and the thought of sticking to a budget after the holiday spending spree might sound a little more appealing than it would at any other time of year. Here is a step-by-step guide to create some annual goals as well as a financial plan that will help usher in a whole new financial foundation for you and your family.

LESSONS IVE LEARNED IN CRISIS MANAGEMENT By Janine Reid Its not a question of if, but when, your company will experience a crisis. Crisis Management specialist Janine Reid...

LOOKING OUTSIDE FOR DIRECTORS by George Nordhaus The best-run agencies I know have outside directors. There are lots of good reasons to have them. You get an outside point of view. You get objectiv...