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Articles tagged with visit
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INTERNAL CREDIT POLICIES: CREATION AND IMPLEMENTATION by Mary Beth Bolen Let's face it-few people enjoy collecting funds for premiums. Collecting on past-due accounts is even less pleasant. W...
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This letter and questionnaire generated quite a response and helped one agency that sent it learn a lot about their image. The response rate to the letter was 13.23% --...
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Jack Fries looks into the differences between agencies that sell and retain a lot of business and those that don't. This applies to not only the sales people, but to the CSRs, who have the responsibility of account development.
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OSHA RECORDKEEPING REQUIREMENTS by Bill Grieb The Occupational Safety and Health Administration (OSHA) was behind a 1970 law that requires certain employers to prepare and maintain records o...
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An organized service contact program can build client relationships, ensure accurate protection for clients, and facilitate...
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PROMOTE EXPERTISE & SERVICE Dear (Customer Name): Have you ever worried that you might not have insurance to protect everything you think needs protecting? Let (Your Agency Name) do the worrying fo...
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RECORD-KEEPING REQUIREMENTS by Bill Grieb The Occupational Safety and Health (OSH) Act of 1970 requires specified employers to prepare and maintain records of occupational injuries and illnesses. T...
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VERTICAL RELATIONSHIPS BUILD BUSINESS by Emily Huling Its no secret that strong personal relationships with clients help businesses grow and prosper. All too often client re...
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WEBSITE MARKETING: A BALANCING ACT by Richard Barry Although this article gets down to basics, it's not an introduction to website development or a 101 approach to interactive Internet c...
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WORK FLOW PROCEDURES IN AN AUTOMATED AGENCY FOREWORD PURPOSE This manual is the culmination of many years of work and study with agencies operating within the American Agency S...