policies

Articles tagged with policies


Perpetuation: Is Your Agency Prepared?

This content has not been rated yet.

CMEditor
PERPETUATION: IS YOUR AGENCY PREPARED? by Grace Bauer ...

Personal Lines Disability

This content has not been rated yet.

CMEditor
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...

Personal Lines Records Increase Revenue!

This content has not been rated yet.

CMEditor
PERSONAL LINES RECORDS INCREASE REVENUE! by Grace Bauer People don't pay much attention to Personal Lines when it comes to account rounding, the yearly renewal review, and new busin...

Personal Umbrella Liability

This content has not been rated yet.

CMEditor
PERSONAL UMBRELLA LIABILITY Dear (Customer Name), $1,000,000 INSURANCE COVERAGE? The times we live in have brought about significant changes in the insurance needs of...

Piracy Of Expirations

This content has not been rated yet.

CMEditor
PIRACY OF EXPIRATIONS by Roy Phillips and Thomas Braniff When the film Pirates was released, it broke all box office records for any pirate movie. There seems to be another record breakin...

Preventing Personnel-Related Litigation

This content has not been rated yet.

CMEditor
PREVENTING PERSONNEL-RELATED LITIGATION by Paige Proctor Over the past several years, we have all assimilated changes in employment-related laws into our thinking. One at a time, we have becom...

Promotes Special Program

This content has not been rated yet.

CMEditor
PROMOTES SPECIAL PROGRAM Dear (Customer Name): Congratulations on your new home! In the course of our rounds, we noticed your home under construction at ( ). You will obviously need superior coverag...

Prove It With Crm

This content has not been rated yet.

CMEditor
Prove It with CRM by Patricia Czech You have to prove yourself to your clients every single day. In the case ...

Purchase And Sale Agreement Part I

This content has not been rated yet.

CMEditor
PURCHASE AND SALE AGREEMENT PART I AGREEMENT made and entered into this ___________ day of ________________, 19__, by and among ABC INSURANCE AGENCY, INC...

Replacing An Old Policy With A New One — Part 1

1 Verified Reviews - 5 of 5.0

CMEditor
REPLACING AN OLD POLICY WITH A NEW ONE PART 1 by Richard Weber The Society of Financial Service Professionals Life Insurance Illustration Questionnaire has made a big diffe...

Search Articles/Libraries 
Select a Category
Choose a Content Package