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Articles tagged with yes
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BROCHURES: TELL IT TO THE PRESIDENTby Patricia Sheppard You've got to hand it to David Collins of Collins Insurance, Longmeadow, MA. His brochure demonstrates imagin...
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CLAIMS QUESTIONNAIRE NAME:______________________________ PHONE #:_____________________ TYPE LOSS:__________________ DATE:___________ COMPANY:___________ The purpose of thi...
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FIDUCIARY RESPONSIBILITY Dear (Customer Name): How do you know if you have the right Fiduciary Liability policy? Take the insurance buyers' ERISA quiz: ...
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FROM BUSINESS INSURANCE TO FAMILY INSURANCE by Preston Diamond Every Commercial account represents an opportunity to cross-sell Personal Lines to key employees. To help you get your sha...
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GENERAL SOLICITATION - 'WE'LL CALL YOU' Dear (Customer Name): Can your Auto or Homeowners coverage help you get a better deal on your Life insurance policy? The answer is YES - if your Auto or H...
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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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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...
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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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Dear (Customer Name): Can your Auto or Homeowners coverage help you get a better deal on your Life insurance policy? The answer is YES - if your...
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SETTING APPOINTMENTS WITH QUALIFIED PROSPECTS TELEMARKETING SCRIPT Producer: Hello (PROSPECT NAME), my name is (NAME). I am with (ABC AGENCY) insurance. Several months ago we spoke brief...