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AN ATTENTION-GETTER PAVING THE WAY COVERAGE: Total Service PROSPECTS: Prospective Clients COMMENTS: An Attention-Getter Paving the Way for Future Follow-Up. Dear (Customer Name), 3 THINGS...
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RETIREMENT PLANNING CONGRATULATIONS! Dear (Customer Name): You have recently retired after many years of hard work at ( ). Now you're making plans for a new beginning. You've been a valued...
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SETTING UP RENEWAL APPOINTMENT Dear (Customer Name): It's that time already. As you may recall, ( ) contacted you in ( )to find out when your ( ) insurance expired. We promised a free insurance rev...
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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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POLICY RENEWAL WITH NEW CARRIER Dear (Customer Name), Your current (Type of Coverage) insurance policy will be expiring soon and we are now in the process of preparing your renewal policy. In the i...
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FLESHING OUT PRESENT ACCOUNTS THANK YOU FOR YOUR INSURANCE BUSINESS! Dear (Customer Name): Perhaps we don't say it often enough, but we sincerely appreciate serving you. As independent insurance ...
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TOTAL ACCOUNT SOLICITATION Dear (Customer Name): If you're like most of our clients, you welcome the idea of having all your insurance needs handled by one agency. Not only is it more convenient, b...
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TOTAL ACCOUNT SELLING TO PRESENT CUSTOMERS Dear (Customer Name): WE VALUE YOUR BUSINESS! (Your Agency Name) is proud to have you as a customer. You've been with us for many years, and we...
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TARGET PROSPECTS Dear (Customer Name): When was the last time you had your Homeowners insurance reviewed? Even if it was as recent as a year ago, your policy could be outdated. For example, have yo...
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STAFF INTRODUCTION Dear (Customer Name): When someone in your family is sick, you call your family doctor. But whom do you call when you have a Homeowners claim? Or when you have a question ...