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COLLECTIONS The purpose of a collection system is to collect money owed to the agency without alienating the insured. In this section, we will answer the following questions: Who s...
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SUGGESTED SCHEDULE FOR RETENTION OF BUSINESS RECORDS KEY: 'P' means that the records should be retained permanently. Figures represent the number of years for retaining records. 'AT' means ...
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AGENCY BROCHURES: GETTING BACK TO THE BASICS No marketing tool can tell an agency's story better or more effectively convince potential clients to put their trust in you than a b...
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CUT WASTE FROM ADVERTISING This advice on reducing the cost of your advertising program by eliminating 'waste' comes from...
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PRODUCERS NEED MEDIA EXPOSURE Because of constant change and information overload, producers need ongoing media exposure that breaks through the psychological barriers consumers erect. Constant chan...
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THE PRESS RELEASE: MAKE SURE IT'S NEWS Press stories on your business, products, services or employees can be extremely valuable promotional tools. Published articles often carry greater credibil...
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DO's AND DONT's FOR DEALING WITH THE PRESS DOs 1. Appoint one person in your organization to be the media contact to answer media inquiries. All such calls should be referred to that p...
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BASIC STEPS FOR PUBLICITY 1. Choose only one person from your agency or organization to contact news media. Two persons contacting the same newspaper editor or program director will create confl...
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SAMPLE BROKER-OF-RECORD LETTER DATE: RE: Insurance Policies Listed by Policy #, Insurance Company, Effective Dates, and Type of Insurance To whom it might concern: As of th...
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PERSONAL UMBRELLA LIABILITY Dear (Customer Name), $1,000,000 INSURANCE COVERAGE? The times we live in have brought about significant changes in the insurance needs of...