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FULL ACCOUNT SELLING WE VALUE YOUR BUSINESS Dear (Customer Name), (Your Agency Name) is proud to have you as a customer. You've been with us for many years, and we've enjoyed w...
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FREE REVIEW OF GROUP INSURANCE Dear (Customer Name), As you may recall, we recently spoke with you concerning your Group insurance. As you know, we are very interested in working with you on thi...
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UPGRADE-TOTAL ACCOUNT REVIEW Dear (Customer Name): When we first wrote your Auto insurance policy, we custom-tailored the coverages to fit your needs at that time. We helped you choose coverages...
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DISCLAIMER II INSURANCE INCORPORATED Disclaimer Insured - # Company - # Premium Quoted - $# Effective Date -# The above quotation is with an insurance company that does not meet our st...
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ASKS FOR REFERRALS Dear (Customer Name): You've been a valued customer for years at (Your Agency Name). As a discerning client, you recognize quality service. (Your Agency Name) is concerned w...
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AGENCY INTRODUCTION Dear (Customer Name), Allow us to introduce ourselves: We are (Your Agency Name) and have been doing business in (Name of City) for over ( ) years. We are an independent ins...
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RESERVATION-OF-RIGHTS LETTERS: A RISK MANAGER'S GUIDE Reservation-of-rights letters often leave risk managers scratching their heads in shock and anger. What does the insurer mean? How should ...
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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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CLIENT COMMUNICATIONS CREATE GOODWILL A study commissioned by Good Housekeeping magazine concluded that the 'Decade of Glitz and Greed' has given way to the 'Decade of Decency.' Key points ...
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TIPS ON WRITING SALES LETTERS Sales letters have many purposes: to sell a specific product, to sell the agency image, to keep customers informed of new coverage options, to complement service f...