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renewal date
Articles tagged with renewal date
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ANNIVERSARY LETTER Dear (Customer Name), CONGRATULATIONS ON YOUR FIRST ANNIVERSARY IN YOUR NEW HOME! As a new homeowner, I bet you've had your hands full this past year. Moving, organizing, deco...
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COLLECTIONS The purpose of a collection system is to collect money owed to the agency without alienating the insured. In this section, we will answer the following questions: Who s...
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EQUITABLE ESTOPPEL AND INSURANCE PREMIUM PAYMENTS by Christopher Kenney Like the rest of us, insurers can't have it both ways. This generalization is particularly true with regard to an insurer...
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We've all read about excellence, heard about excellence, talked about excellence, and quite frankly may be sick to death of excellence because the parameters...
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CSR: Hello, (PROSPECT NAME). This is (NAME) from (ABC AGENCY). (PRODUCER NAME) looks after your Commercial business...
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OBTAINING X-DATES AND QUALIFYING PROSPECTS TELEMARKETING SCRIPT Producer: Maybe you can help me. Who is the person responsible for your Business insurance? IF THEY ...
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REVIEW AND RENEW: CLIENT SERVICE AS A RETENTION TOOL Today's busy consumer prefers one-stop shopping to running around town in search of...
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The following are several telephone scripts* to use for sales-related duties such as x-dating, lead-generation, and qualification.
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TELEMARKETING CAN BUILD BUSINESS by Randall Marc and Adam Seid Before beginning a telemarketing campaign, some internal research needs to be done. Everyone would like to believe th...
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TOOLS FOR COMMERCIAL RENEWAL HANDLING by Gil Simonds Commercial P/C agencies have been using a variety of renewal checklists for years. The checklist shown in conjunction with this articl...