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Disclaimer

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DISCLAIMER II INSURANCE INCORPORATED Disclaimer Insured - # Company - # Premium Quoted - $# Effective Date -# The above quotation is with an insurance company that does not meet our st...

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...

Overcoming Objections: Module Iv-A

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OVERCOMING OBJECTIONS: MODULE IV-A Life insurance must be sold-it is seldom simply purchased because it's needed or mandatory, like Auto insurance often is. And any time you sell, you'...

Personal Lines Records Increase Revenue!

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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...

Renewal Policy Invoice Letter

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RENEWAL POLICY INVOICE LETTER Dear (Customer Name), RE: Policy Number Company We are pleased to enclose your policy, which has been renewed according to your ins...

Repeat Business Strategy: Excellent Service

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REPEAT BUSINESS STRATEGY: EXCELLENT SERVICE by Troy Campbell Many service organizations have tried to capitalize on repeat-business strategies. These strategies appear in the forms of Freq...

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