renewal policy

Articles tagged with renewal policy


Existing Clients

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EXISTING CLIENTS Re: Homeowners Insurance Dear (Customer Name), Enclosed is your renewal policy effective (Date) written with (Company Name). As you are undoubtedly aware, construction costs are c...

Policy Renewal With New Carrier

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POLICY RENEWAL WITH NEW CARRIER Dear (Customer Name), Your current (Type of Coverage) insurance policy will be expiring soon and we are now in the process of preparing your renewal policy. In the i...

Producer Success Lesson 20

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RandySchwantz
Nothing happens until somebody sells something. To make sales happen, IMMS.com Key Sales Consultant Randy Schwantz has created a comprehensive series of 43 Producer Success Lessons. Used singly or in combination, these powerful tools can help your producers build their skills and grow their sales.

Quick Renewal Checklist

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QUICK RENEWAL CHECKLIST The FAX Of Life According To Your Insurance Agent To: From: Date: 'I'm Mad As Hell And I'm Not Gonna Take It Anymore!' That line from the popular mov...

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...

Track Renewal Workflow

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TRACK RENEWAL WORKFLOW by Grace Bauer Even in the most efficiently managed agencies, there are times when one hand really doesnt know what the other is doing. In this documen...

Work Flow Procedures Manual-Commercial Binder Billing - Reg Accts

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COMMERCIAL INSURANCE BINDER BILLING PROCEDURE Cash flow in insurance agencies has become an ever increasing area of concern. Most agencies have thousands of dollars of accounts receivable as a r...

Work Flow Procedures Manual-Commercial Binder Billing - Special Accts

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COMMERCIAL INSURANCE BINDER BILLING PROCEDURE SPECIAL COMMERCIAL ACCOUNTS 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, as...

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