AUTO QUESTIONNAIRE by Jack Fries Have your producers use this questionnaire from Jack Fries to garner needed information from Auto prospects: AUTO INSURANCE QUESTIONN...

AUTO QUESTIONNAIRE AUTOMOBILE Full Name__________________________________________________________________ Mailing Address_____________________________________________________________ Teleph...

CROSS-SELLING: ARE YOU MAXIMIZING YOUR INCOME POTENTIAL? by Harlan Warthen Too many agencies are missing out on this key marketing opportunity. The income potential from cross-...

FAMILY RISK QUESTIONNAIRE We recommend a yearly review of all your insurance policies. This questionnaire makes that review quick and efficient. Please take a moment to answer the questions and retur...

FINANCIAL SERVICES - IRAS Dear (Customer Name): What are you going to do when you retire? Travel? Move to a quiet area and relax? These are reasonable plans for individuals reaching retirement age. ...