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independent insurance agency
Articles tagged with independent insurance agency
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AGENCY BROCHURE ENCLOSED Dear (Customer Name): Thank you for letting us take the opportunity to review your insurance program. Before we meet, I thought I would share a little of our firm's backgro...
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AGENCY INTRODUCTION Dear (Customer Name), Allow us to introduce ourselves: We are (Your Agency Name) and have been doing business in (Name of City) for over ( ) years. We are an independent ins...
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BONUS/COMPENSATION PLANS: PART ONE by Jack Fries An incentive or bonus program requires many variables to be successful. Such programs too often reward work that wouldve been done...
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BRANDING: A SINGULAR IDENTITY FOR A MULTITASKING ENTITY by Jack Burke Mention 'branding,' and people generally think in terms of company names. Or they think of burned flesh on cat...
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CLUSTERING REVISITED by Roy Phillips Learn from this clustering success story. In the 1980s, some enterprising insurance agency owners introduced the...
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'Nothing happens until somebody sells something.' Traditionally, in the independent insurance agency that 'somebody'...
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ESTABLISH AN ORGANIZATIONAL STRUCTURE by Gary Holgate When analyzing the organizational structure of an independent insurance agency, you will find that there are four different general functions pe...
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FINANCIAL-STATEMENT ANALYSIS by John Jaques This article provides an overview for evaluating the financial strengths and weaknesses of an independent insurance agency. The material provid...
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FREE REVIEW OF GROUP INSURANCE Dear (Customer Name), As you may recall, we recently spoke with you concerning your Group insurance. As you know, we are very interested in working with you on thi...
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GROUP INSURANCE IS EXPIRING Dear (Customer Name): As you may recall, ( ) from (Your Agency Name) spoke with you concerning your Group insurance. As you know, we are very interested in working with y...