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Articles tagged with few minutes

Setting Up Renewal Appointment

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CompleteMarkets Editor 4/30/2013 10:38:40 PM
SETTING UP RENEWAL APPOINTMENT Dear (Customer Name), It's that time already. As you may recall, we contacted you in ( ) to discover when your (Type of Insurance) expired. We prom...
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Setting Up Review - "I'll Call"

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CompleteMarkets Editor 4/30/2013 12:00:00 AM
Dear (Customer Name): BECAUSE YOU'RE AN IMPORTANT MEMBER OF OUR AGENCY FAMILY . . .I'd like to take a few minutes to discuss your ( ) policy...
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Transportation

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CompleteMarkets Editor 4/30/2013 10:37:32 PM
TRANSPORTATION Dear (Customer Name): ARE YOU RESPONSIBLE FOR AN ACT OF GOD? When your merchandise is shipped, the transporter's contract probably stipulates that you are. An 'Act of God...
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Work Flow Procedures Manual - Personal Insurance Renewal Procedure Agency Bill

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CompleteMarkets Editor 6/26/2015 12:00:00 AM
CSR/Marketer runs automated expiration list 120 days prior to expiration. (Example: On Jan. 1, CSR/Marketer runs a list of expirations for April)
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Work Flow Procedures Manual -Personal Renewal Procedure

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CompleteMarkets Editor 4/30/2013 10:40:51 PM
PERSONAL INSURANCE RENEWAL PROCEDURE DIRECT BILL 1. 60 days prior to expiration run expiration list. 2. Using mail merge capabilities of the system, generate personal lines direc...
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Workers Compensation Insurance Telemarketing Script

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CompleteMarkets Editor 4/30/2013 10:40:52 PM
WORKERS COMPENSATION INSURANCE TELEMARKETING SCRIPT CSR: Hello, (PROSPECT NAME). I'm (NAME), with (ABC AGENCY).(PRODUCER NAME), who works with you on your Commercial insurance p...
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