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Articles tagged with form


Annuities: Module V-G

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ANNUITIES: MODULE V-G THE PRODUCT Annuities have been called 'upside-down Life insurance,' a phrase that refers to the fact that annuities are designed to pay out w...

Asking Questions: It's An Art

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ASKING QUESTIONS: IT'S AN ART by Mary Beth Bolen Different types of questions require different types of responses. In your daily dealings with customers, it's important for you to know the ...

Basic Facts About Registering A Trademark, Part 3

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BASIC FACTS ABOUT REGISTERING A TRADEMARK Part 3 of 5 FILING REQUIREMENTS Before completing an application, read the instructions carefully and study the examples provided. Er...

Business Income - Mass Mailer

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BUSINESS INCOME - MASS MAILER Dear (Customer Name): HAVING FIRE INSURANCE MAY NOT BE ENOUGH! Fifty percent of the small businesses that close down because of major property damage never o...

Cancellation - Request Policy

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CANCELLATION - REQUEST POLICY Dear (Customer Name), RE: At your request, we are sending the enclosed Cancellation Request/Policy Release to effect cancellation of the above policy on ( ). Please ...

Cancellation - Request Policy 2

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CANCELLATION - REQUEST POLICY Dear (Customer Name), RE: At your request, we are sending the enclosed Cancellation Request/Policy Release to effect cancellation of the above policy on ( ). Please ...

Cancellation Request - Policy Release Form

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CANCELLATION REQUEST - POLICY RELEASE FORM Dear (Customer Name), RE: Because the above mentioned policy is a three-year policy and you have advised us that you do not wish to renew this policy ...

Center Of Influence / Referral Request

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Dear (Customer Name), I'm writing you today for two reasons: one, to thank you for being a valued customer of [Your Agency Name] and, two, to ask you for a favor...

Checklist Of Considerations In Negotiating A Producer/Agency Agreement

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CHECKLIST OF CONSIDERATIONS IN NEGOTIATING A PRODUCER/AGENCY AGREEMENT This checklist outlines the major factors an insurance agency and a producer should consider in negotiating a...

Claims Questionnaire

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CLAIMS QUESTIONNAIRE NAME:______________________________ PHONE #:_____________________ TYPE LOSS:__________________ DATE:___________ COMPANY:___________ The purpose of thi...

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