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office
Articles tagged with office
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CATASTROPHE PLANNING: IT'S THAT TIME AGAIN by Grace Bauer Some of us are nervous about spring, knowing that it brings tornados and floods. Some of us are in hurricane areas, where summer a...
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CLAIMS QUESTIONNAIRE NAME:______________________________ PHONE #:_____________________ TYPE LOSS:__________________ DATE:___________ COMPANY:___________ The purpose of thi...
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Dear (Customer Name), ARE YOU FED UP? By insurance, that is. If so, I understand. Quite frankly, so is the rest of the world. That's why... NOW,...
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COVER LETTER WITH HOMEOWNERS - DIRECT BILL Dear (Customer Name), Enclosed is your renewal Homeowners policy with (Company Name). In order to keep the cost of Homeowners insurance down, (Company Name...
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CULTIVATING THE AGENCY TEAM by Carol Hammes Use these ingredients to build and maintain an effective operation. Whether your agency's business plan includes growth from internal pr...
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CUSTOMER SERVICE: IT'S NOT ABOUT TECHNOLOGY by Ed Higgins One interesting observation about technology applications is that agents have focused strongly on improving efficiency. M...
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CUSTOMER/PROSPECT CORRESPONDENCE: CHOOSE RIGHT WORDS TO CONVEY RIGHT MEANING Poor word choice in customer correspondence can alienate prospects and customers. Additionally, jargon can be misint...
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Nancy Newbee is the newest trainee for LOCO (Large Old Co.), Inc. She was hired because she's bright, articulate, well-educated, and motivated. She's in her second week of training.
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DISASTER PLANNING FOR AGENTS by Steve Anderson If we arent prepared to deal with a disasters effects on our own operations, we wont be in a position to help our cli...
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DISASTER PLANNING MANUAL - PART 2 The first step to developing a catastrophe contingency plan is to outline the steps that must be accomplished in the event of a disaster. Once you know what needs to...