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ACCIDENT/SICKNESS Dear (Customer Name): 'ME? I NEVER GET SICK!' How many times have you heard - or said - this? Probably more than you can count. However, you can get sick or have an a...
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THANK YOU TO NEW CLIENTS Dear (Customer Name): Thank you for placing your ( ) insurance with us. As an independent insurance agency, (Your Agency Name) specializes in serving your insurance needs qu...
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THANK YOU FOR X-DATE Dear (Customer Name): THANK YOU. . . for giving the information we requested in our call. As promised, I've enclosed for you a free ( ), which I'm sure you'...
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MAKE MEETINGS WORK This seven-part recommended agenda should be followed at each meeting. Adaptation will be necessary by department, but the general content and structure should be similar for...
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THANK YOU FOR REFERRALS Dear (Customer Name): Thank you for referring ( ) to us. As a professional independent insurance agency, we provide a number of insurance products and services to meet a vari...
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THANK YOU FOR REFERRALS Dear (Customer Name): Thank you for sending us the names of business colleagues you feel could benefit from our services. We appreciate your placing your confidence in us. W...
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CROP AND HAIL INSURANCE Dear (Customer Name): IT'S NO 'SMALL POTATOES' LOSS . . . when you lose most or all of a crop. Whether it's a flood, hailstorm, deep freeze, or other misfortun...
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BUSINESS PERSONAL PROPERTY COULD YOU DO BUSINESS WITH JUST FOUR WALLS? Dear (Customer Name): Of course you couldn't. In order to do business you need equipment, furniture, fixtures, supplies - the...
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ALL-RISK Dear (Customer Name): You don't know for certain which horse is going to win the Kentucky Derby, or which stock will double next month. You can never be certain about what the future will ...
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ALL-RISK DO YOU TAKE RISKS WITH YOUR BUSINESS? Dear (Customer Name): Most business owners have to take a few small risks if they're going to be successful. However, if you don't have All-Risk ins...