office

Articles tagged with office


Ask The Right Questions Before Taking Your Next Sales

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If you're in sales, you can identify with this situation - about two weeks after starting a new job, you begin to doubt your decision. You detect a widening gap between what you were told to expect and what actually occurs. After only a month on the job, you conclude, 'I think I made a mistake.' You're probably right, because salespersons seem to be more prone to selecting the wrong job. Too often, their profession's tendency to stress the positive and minimize negative factors extend into their approach in choosing a job.

Audit Explanation - Credit

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Dear (Customer Name): RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. However, the payroll ...

Audit Explanation - Prepare, Prepare

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AUDIT EXPLANATION - PREPARE, PREPARE Dear (Customer Name), THERE'S SOMETHING YOU SHOULD KNOW ABOUT AUDITS . . . As you know, Workers Compensation and General Liability policies are su...

Audit Statement - Check Enclosed

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AUDIT STATEMENT - CHECK ENCLOSED Dear (Customer Name): RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. Howev...

Audit Statement - Invoice

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AUDIT STATEMENT - INVOICE Dear (Customer Name), RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. However, the payroll and other fi...

Auto Subrogation

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AUTO SUBROGATION Dear (Customer Name), RE: Collision Loss Date of Loss Location Our Insured As insurance brokers for (Company Name), we have been advised of the acciden...

Automated To Shop All Coverages

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AUTOMATED TO SHOP ALL COVERAGES LET US DO YOUR SHOPPING Dear (Customer Name): Whether it's for Automobile, Homeowners, Boat, or any other type of insurance, we shop the market...

Be Careful What You Wish For

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BE CAREFUL WHAT YOU WISH FOR by Chris Burand Many agency owners lament their staffs lack of a work ethic. Agency owners typically judge their employees work ethic against t...

Binder Billing - Existing Account

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BINDER BILLING - EXISTING ACCOUNT Dear (Customer Name): RE: While your policy is in the process of being issued, please accept this (Binder Number) as evidence of coverage. As soon as the polic...

Binder Billing - New Account

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BINDER BILLING - NEW ACCOUNT Dear (Customer Name): RE: While your policy is in the process of being issued, please accept this (Binder Number) as evidence of coverage. As soon as the policy is ...

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