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handling
Articles tagged with handling
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ANNIVERSARY LETTER Dear (Customer Name), CONGRATULATIONS ON YOUR FIRST ANNIVERSARY IN YOUR NEW HOME! As a new homeowner, I bet you've had your hands full this past year. Moving, organizing, deco...
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Dear (Customer Name): RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. However, the payroll ...
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AUDIT STATEMENT - CHECK ENCLOSED Dear (Customer Name): RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. Howev...
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AUDIT STATEMENT - INVOICE Dear (Customer Name), RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. However, the payroll and other fi...
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BIRTHDAY LETTER Dear (Customer Name), Just a quick note to wish you a very Happy Birthday from the Personal Insurance Department of the (Your Agency Name). More often than not, we seem to be wr...
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CATASTROPHE PLANNING: IS YOUR AGENCY REALLY PREPARED? by Grace Bauer After talking to a number of agents, I've learned that only 10% of agencies are truly prepared for a catastrophe! Sur...
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CROSS-SELL LETTER Dear (Customer Name), We have enjoyed the privilege of handling your Auto insurance and wanted to write about why we hope you'll consider using our agency for your Homeowners cove...
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CROSS-SELLING TO CLIENTS TELEMARKETING SCRIPT Producer: Hi, (CLIENT NAME), this is (NAME) from (ABC AGENCY). How are you today? The reason I called is because when (ABC AGENCY) began han...
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DOCUMENT YOUR ACCOUNTING PROCEDURES - Grace Bauer
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DON'T WAIT FOR A TRAGEDY TO START WORKING SMARTER by Grace Bauer Why do we wait for a tragedy to happen in our lives before making changes to work smarter and be happier? We often...