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Articles tagged with form


10 Tips For Renewal Retention

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10 TIPS FOR RENEWAL RETENTION by Ken Buehler Much has been said and written about the costs of acquiring new business. These costs are so high that it's essential to retain t...

Abc Company Manager’S Family Risk Analysis

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ABC COMPANY MANAGERS FAMILY RISK ANALYSIS Dear NAME: Our commitment to you doesnt end with protecting your business assets. Your managers are essential to your business. To...

Agency Cluster Profile

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AGENCY CLUSTER PROFILE Before entering into a cluster agreement with anyone, have them fill out this worksheet . This will help you decide if the prospective agency is compatible with your ...

Agency Cluster Profile

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AGENCY CLUSTER PROFILE Use this form to evaluate rate potential cluster partners. ...

Agency Guarantees That Work

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AGENCY GUARANTEES THAT WORK According to a Roper Report survey, a money-back guarantee is a much more effective advertising approach than a celebrity endorsement. Here's the breakdown of the survey ...

Agency Telephone Procedures: Telephone Messages

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AGENCY TELEPHONE PROCEDURES: TELEPHONE MESSAGES by Karen Flaherty Telephone Messages Conveying messages has always played an important role in telephone work. Hundreds of pieces of...

Agent's Checklist: Protecting Your Accounts Against Piracy

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AGENT'S CHECKLIST: PROTECTING YOUR ACCOUNTS AGAINST PIRACY by David Daar Before your accounts get raided, you should consider doing some advance planning. There should be a strategy in place...

Agreement For Purchase And Sale

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AGREEMENT FOR PURCHASE AND SALE by Gary Jacobson All Assets (Includes Trade Name Transfer) Comments This form involves a straightforward sale of all assets of a smaller incorporated agenc...

Alternative Dispute Resolution: The Latest Trends

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Claims professionals have become aware of the increasing use of Alternative Dispute Resolution (ADR) to re-solve insurance claims disputes.

About 95% of all cases are now resolved without a judge and jury. Insurance companies, once ready to battle most of their cases, are now immersed in a cost-conscious and cost-cutting business environment. Law firms also are feeling the impact of inflation and face the need of obtaining capital quickly. Clients also feel this need and press attorneys for quick action.

Analysis Of Profit-Sharing Agreements

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ANALYSIS OF PROFIT-SHARING AGREEMENTS Use this form to review your company profit-sharing deals. Complete this checklist for each major company represented. A no ans...

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