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note
Articles tagged with note
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10-STEP REFERRAL PROSPECTING SYSTEM: SELLING/PROSPECTING/LEADS by Bill Cates You can create a steady flow of high-qual...
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12 LOW-BUDGET MARKETING IDEAS TO BOOST YOUR BUSINESS by Emily Huling Its nearing years end, or weeks end for that matter, and your people are looking just ...
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ACHIEVING SUCCESS BY DEFINING SERVICE Sometimes defining a problem goes halfway toward solving it. When warring factions spend months to determine the shape of the table for peace talks, for in...
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Confusion over agency bill vs. direct bill options has caused an E&O claim or two. Curtis Pearsall illustrates the consequences of this confusion with an example.
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AGENCY TELEPHONE PROCEDURES: TELEPHONE MESSAGES by Karen Flaherty Telephone Messages Conveying messages has always played an important role in telephone work. Hundreds of pieces of...
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BE AWARE! AVOID DANGER ON PUBLIC TRANSPORTATION by Bill Kliewer Bill Kliewer explains how situational awareness and a personal contingency plan can enhance your chance of avoiding or surviv...
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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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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...
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CLAIM PROCEDURAL GUIDELINES by Mary Beth Bolen Of all the things a customer service representative (CSR) does for clients, you and the agency are most directly affected by the clients' receptio...
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CONVEY BAD NEWS POSITIVELY There's nothing like being the bearer of bad new. Yet this letter shows how you can inform your clients of what's going on, to position yourself as the clien...