policyholder

Articles tagged with policyholder


A Hit List Of Insurance Words

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A HIT LIST OF INSURANCE WORDS by David Chartrand Comic George Carlin is famous for a routine he did many years ago about the 'Seven Words you Can't Say On Te...

Agency Ownership Changes Call For Extra Customer Tlc

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AGENCY OWNERSHIP CHANGES CALL FOR EXTRA CUSTOMER TLC by Emily Huling During times of transition, customers have special needs. Emily Huling warns that without proper new customer handlin...

An Attention-Getter Paving The Way

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AN ATTENTION-GETTER PAVING THE WAY COVERAGE: Total Service PROSPECTS: Prospective Clients COMMENTS: An Attention-Getter Paving the Way for Future Follow-Up. Dear (Customer Name), 3 THINGS...

Automated Certificate Systems: How Accurate Are They?

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AUTOMATED CERTIFICATE SYSTEMS: HOW ACCURATE ARE THEY? by the IIABA Virtual University Faculty You issue a certificate using a carriers or a third party vendors aut...

Avoid E&O Problems!

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Avoid E&O Problems! by Patricia Berry Agents need to review their procedures for avoiding errors and omissions claims on a regular basis. Although coverage checklists provide a great...

Bad Times Can Lead To Good Sales

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BAD TIMES CAN LEAD TO GOOD SALES Life insurance products are necessities, of course, in good times or bad. In addition to selling annuities, there are two easy steps that Life producers can take in ...

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 ...

Cement Relationships To Build Retention

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CEMENT RELATIONSHIPS TO BUILD RETENTION Service today should center on building lasting relationships-with the customer and with the companies the agency represents. Two fundamental types of CSR con...

Cover Letter With Homeowners - Direct Bill

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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...

Excess-Interest Whole Life: Module V-A

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EXCESS-INTEREST WHOLE LIFE: MODULE V-A THE COVERAGE Excess-Interest Whole Life insurance is one of those products that few people know about-or know well. It's k...

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