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CHECKLIST OF SERVICES Dear (Customer Name): SHARPEN YOUR PENCIL AND CHECK OUT THE COMPETITION . . . and we bet you'll find that it pays to comparison-shop when you're...
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DOES YOUR WEB SITE HAVE PEOPLE SAYING lsquo;WOW!? by Maribeth Kusmeski These seven questions can help you evaluate the WOW! factor on your Web site: Does your sit...
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ELIMINATE CUSTOMER SERVICE NIGHTMARES WITH 'CARRE' by Jack Fries Wouldnt it great if you could get all of your customers to come back every year? For starters, you should put '...
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EMPLOYEE PERFORMANCE EVALUATIONS by Troy Campbell The day of the annual performance review is the one you most look forward to during your work life. (Ha!) Systems for evaluating performance have b...
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ESOPS WHERE IS YOUR COMPANY GOING? Dear (Customer Name): Do you have a perpetuation plan in place specifying what will happen to the company when you retire, or should something happen to...
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GENERAL SOLICITATION - 'YOU CALL US' Dear (Customer Name): Customer service - We've built a business on it. As your insurance agent for ( ) years, we hope you've been pleased with the service we...
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GENERAL SOLICITATION - NEW LIFE COVERAGES AVAILABLE Dear (Customer Name): Eighty percent of all assets people leave at death consist of Life insurance proceeds. Have you checked lately to ensure tha...
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Although golfing and selling have a lot in common, for most producers they're like night and day...
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GOOD UNDERWRITING SUBMISSIONS GUARANTEE MORE SALES by Thomas Carpenter, CPCU Nothing is more discouraging to an experienced, professional large account underwrite...
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PERSONAL LINES DISABILITY Dear (Customer Name): Your car . . . your home . . . your personal possessions . . . all are insured. But have you insured that which makes all those things possible - your...