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COBRA EXTENDS HEALTH BENEFITS The Consolidated Omnibus Budget Reconciliation Act is better known as COBRA. Its acronym sounds venomous, but COBRA is the antidote for people who have just...
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COMMUNICATING INSURANCE JARGON Good communication skills are necessary to satisfy clients' needs-and that is the most important part of a CSR's job. A common barrier to good communication, an...
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CONFIDENTIALITY AGREEMENT This Confidentiality Agreement ('Agreement') is executed effective between ('Employer') and ('Employee'), as consideration for the establishment o...
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This Confidentiality Agreement ('Agreement') is executed effective between _____________, its subsidiaries, parents, successors and assigns ('Company') and _______________, his/her assigns, spouse, heirs or other legal representative ('Signator'), as consideration for the establishment and/or continuation of their employment relationship and sharing of Confidential Material.
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CONVEY BAD NEWS POSITIVELY There's nothing like being the bearer of bad new. Yet this letter shows how you can inform your clients of what's going on, to position yourself as the clien...
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CRM OR MARKETING? by Patricia Czech Customer relationship management is a broad term that includes everything from call center routers to complex analytics, and budget allocations and d...
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CUSTOMER SERVICE: ACCENTUATE THE POSITIVE by Patricia Czech No doubt, you've heard of the 3-11 Customer Rule. It holds that a happy customer will recommend your business to three peop...
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CUSTOMER/PROSPECT CORRESPONDENCE: CHOOSE RIGHT WORDS TO CONVEY RIGHT MEANING Poor word choice in customer correspondence can alienate prospects and customers. Additionally, jargon can be misint...
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DESIGNING EFFECTIVE SURVEYS by Mike Manes This is the latest in a series of articles on organizational management and leadership by Mike Manes. The first article created a Management ...
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DEVELOPING BROKER SERVICES AGREEMENTS by Gary Griffin This document by Gary Griffin illustrates the detail with which you can draft a broker service agreement and paves the way for you ...