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Cancellation Request - Policy Release Form

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CANCELLATION REQUEST - POLICY RELEASE FORM Dear (Customer Name), RE: Because the above mentioned policy is a three-year policy and you have advised us that you do not wish to renew this policy ...

Catastrophe Planning: Is Your Agency Really Prepared?

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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...

Center Of Influence / Referral Request

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Dear (Customer Name), I'm writing you today for two reasons: one, to thank you for being a valued customer of [Your Agency Name] and, two, to ask you for a favor...

Checklist Of Services

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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...

Christmas Greeting

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CHRISTMAS GREETING Dear (Customer Name), Just a note to let you know that we're thinking of you during the holiday season. Not only do we send our best wishes, but I want to add a perso...

Christmas Greeting-Commercial Lines

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CHRISTMAS GREETING-COMMERCIAL LINES Dear (Customer Name), Seasons greetings and best wishes for the New Year. It gives me great pleasure-particularly at this time of year-to convey my personal ...

Churches - "Not A Typical Business"

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Dear (Customer Name): One minute it's day care . . . the next minute, a counseling appointment . . . followed by a session in strategic public relations. You...

Churches - "Peace Of Mind"

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CHURCHES - 'PEACE OF MIND' Dear (Customer Name): PEACE OF MIND . . . that's the quality that a place of worship provides for its parishioners. Guidance, joy, comfort, but most importan...

Client Relationship-Building Letter: Wood Stoves

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CLIENT RELATIONSHIP-BUILDING LETTER: WOOD STOVES Dear (Customer Name), Let's face it: HIGH ANXIETY about the possibility of an oil crisis and our economy is running rampant! If you are one of ...

Clusters

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The cluster concept has been a popular one for doctors, dentists, realtors, and others for many years. Insurance agency clusters have been around for a few decades, but interest in them intensified during the hard market of the early 1980s. At that time, smaller agencies banded together to protect themselves against increasing carrier demands brought on by tighter market conditions.

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