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Articles tagged with form


Do You Forget To Ask For Referrals?

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DO YOU FORGET TO ASK FOR REFERRALS? THESE FIVE QUESTIONS CAN HELP! by Bill Cates A common referral challenge I hear in my seminars and coaching programs is the issue of forgetting ...

Employee Compensation

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EMPLOYEE COMPENSATION At first glance, there seems to be no great secret to employee compensation. We all work to be paid. Pay your people well, and they'll work hard for the agency and stay with yo...

Employee Compensation 1

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EMPLOYEE COMPENSATION At first glance, there seems to be no great secret to employee compensation. We all work to be paid. Pay your people well, and they'll work hard for the agency and...

Endorsements

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ENDORSEMENTS Dear (Customer Name): RE: In accordance with your instructions, we have increased the amount of insurance for your commercial building located at (Address) to a new amount of (Dol...

From Business Insurance To Family Insurance

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FROM BUSINESS INSURANCE TO FAMILY INSURANCE by Preston Diamond Every Commercial account represents an opportunity to cross-sell Personal Lines to key employees. To help you get your sha...

Gem Scam Recycled: An Old Fraud Returns

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GEM SCAM RECYCLED: AN OLD FRAUD RETURNS by Joel Volker Recycling isn't always a good thing. Here's an example of a form of recycling we hoped we'd never see again: An American broker recently con...

Hard Market Pre-Approach

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HARD MARKET PRE-APPROACH Dear (Customer Name): THE PRICE IS RIGHT! It's free! Our risk management consultants come to you free of charge, and you might be surprised at what they'll have...

Homeowners Confidential Checklist

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Please check yes or no to these questions: YES NO

Homeowners Renewal

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HOMEOWNERS RENEWAL Dear (Customer Name), THANK YOU FOR RENEWING YOUR HOMEOWNERS INSURANCE WITH (COMPANY NAME) By now you should have received your HOMEOWNERS POLICY. If you haven'...

Homeowners/Renters/Condos

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HOMEOWNERS/RENTERS/CONDOS YES NO ...

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