premium

Articles tagged with premium


Pitfalls to Avoid in Running a Captive Premium Finance Company

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You've made the decision to form a captive premium finance company. You've also chosen to run your operation either by outsourcing to a third-party vendor or using software to run the operation in house. Chances are that your lending arrangement and state licensing are also in place. You're now ready to get started and you want to book your first loan. Before you open your doors for business, take a moment to consider some important factors in this new frontier of insurance premium financing.

Premium Financing Agreement

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PREMIUM FINANCING AGREEMENT Dear (Customer Name), RE: Policy Policy Number Company As we agreed, the premium for this policy is being financed with ( ). It is very important tha...

Puttin’ On The Ritz — Building A Customer Service Culture

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PUTTIN ON THE RITZ BUILDING A CUSTOMER SERVICE CULTURE by Bill Wilson If youve ever stayed at a Ritz-Carlton hotel, Im betting that the experience was o...

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...

Sales Campaigns: Module V

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SALES CAMPAIGNS: MODULE V INTRODUCTION This module is designed to give you specific information about marketing selected Life insurance products. You'll find tha...

Sales Success Through Moments Of Truth

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LynnThomas
SALES SUCCESS THROUGH MOMENTS OF TRUTH by Lynn Thomas, JD Moments of truth. Is that just a catchy phrase? Or is it another marketing gimmick? Actually, moments of truth (MOT) represent a simp...

Sample Cluster Agreement

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SAMPLE CLUSTER AGREEMENT This template, developed by a leading attorney, covers all the bases. AGREEMENT made and entered into this ___ day of ____________, 19__,...

Self-Insurance Administration/Captives In A Hardening Market

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SELF-INSURANCE ADMINISTRATION/CAPTIVES IN A HARDENING MARKET by Carol Hammes Self-insurance programs, captives, and risk retention groups will grow dramatically as premiums increase. U...

Service Sells!

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SERVICE SELLS! by Pegi Flahault Selling is as much about the approach as anything else including your approach to your employees. This document by Pegi Flahault can help you increase...

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