IMMS Library

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Accounts Receivable

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ACCOUNTS RECEIVABLE Dear (Customer Name): Can you imagine sending the following letter to all your customers? 'Dear Customer: Last weekend an explosion destroyed all our accounts receivable recor...

Target Bop Prospects

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TARGET BOP PROSPECTS Dear (Customer Name): Imagine designing the perfect Business insurance policy. You'd probably insist on: A comprehensive, inclusive policy with no loopholes. ...

Homeowners Clients - Sell Bop

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HOMEOWNERS CLIENTS - SELL BOP Dear (Customer Name): You've entrusted us for some time now with your Homeowners insurance, and we appreciate the confidence you have in our ability to protect your as...

Business Coverage Upgrading

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BUSINESS COVERAGE UPGRADING IT'S OUR SPECIALTY Dear (Customer Name): Like any other businessperson, an insurance agent must target a certain type of business that he or she can ha...

Bop Buyer's Checklist

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BOP BUYER'S CHECKLIST Dear (Customer Name): DOES YOUR BUSINESS OWNERS POLICY PASS THIS TEST? 1. Does your Business policy pay for losses based ...

General Solicitation - New Life Coverages Available

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GENERAL SOLICITATION - NEW LIFE COVERAGES AVAILABLE Dear (Customer Name): Eighty percent of all assets people leave at death consist of Life insurance proceeds. Have you checked lately to ensure tha...

General Solicitation - "You Call Us"

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GENERAL SOLICITATION - 'YOU CALL US' Dear (Customer Name): Customer service - We've built a business on it. As your insurance agent for ( ) years, we hope you've been pleased with the service we...

General Solicitation - "We'll Call You"

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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...

Business Life Insurance

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BUSINESS LIFE INSURANCE THE MORE YOU HAVE, THE MORE YOU STAND TO LOSE Dear (Customer Name): THE PROBLEM ... ... The more successful your business, the more you or your family...

Business Evaluation - Business Estate Planning

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BUSINESS EVALUATION - BUSINESS ESTATE PLANNING HOW DO YOU PROTECT THE REAL VALUE OF YOUR BUSINESS? Dear (Customer Name): When a business owner dies, there are big expenses involved...

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