policyholder

Articles tagged with policyholder


Financial Ratings Don't Tell All

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FINANCIAL RATINGS DON'T TELL ALL by Chris Burand In the past year, it hasn't been unusual to see reports of companies that have had their debt ratings lowered, although their ...

Fleshing Out Present Accounts

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FLESHING OUT PRESENT ACCOUNTS THANK YOU FOR YOUR INSURANCE BUSINESS! Dear (Customer Name): Perhaps we don't say it often enough, but we sincerely appreciate serving you. As independent insurance ...

Its Hunker- Down Time!

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ITS HUNKER- DOWN TIME! by Edward Curry How well is your agency prepared to deal with todays economic and market woes? Now might be a good time to...

Joining Banks In Insurance: Doing A Smart Deal

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JOINING BANKS IN INSURANCE: DOING A SMART DEAL by Carol Hammes On November 12, 1999 the Gramm-Leach-Blily Act, the long-awaited financial services legislation which effectivel...

Mediation As An E&O Claim Strategy: Pro And Con

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MEDIATION AS AN E&O CLAIM STRATEGY: PRO AND CON by Ken Buehler Mediation might or might not be an effective way of settling E&O claims. Most Errors and Omissions (E&O) cla...

New Accounts Are Hiding In Your Files

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According to an old axiom, keeping an existing customer is much more profitable than spending money going after new prospects. While that's generally valid in any business, it seems especially true in P/C agencies, particularly when management recognizes dozens of related financial services that can flow through a P/C book of business.

New Policy Invoice Letter

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NEW POLICY INVOICE LETTER Dear (Customer Name), RE: Policy Number Company Welcome as a new policyholder of (Your Agency Name). We are pleased to enclose your new policy, which has be...

Premium Auditors: Professionalism In Practice

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PREMIUM AUDITORS: PROFESSIONALISM IN PRACTICE by Rhonda Hamel As a provider of educational services to insurance agents, I've learned many things about how other insurance professionals perceiv...

Reach Out And Sell Someone

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REACH OUT AND SELL SOMEONE by Gregory Jordahl Think of your telephone book as a roster of almost every potential prospect in town. Flip to the white pages and pick a name. You may h...

Reservation-Of-Rights Letters: A Risk Manager's Guide

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RESERVATION-OF-RIGHTS LETTERS: A RISK MANAGER'S GUIDE Reservation-of-rights letters often leave risk managers scratching their heads in shock and anger. What does the insurer mean? How should ...

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