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FOLLOW-UP - MISSING INFORMATION To: (Customer Name) From: (Your Agency Name) RE: Date of Loss Policy Number On (Date) we reported the above claim to you. We have not been advised of the claim...
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ENDORSEMENTS Dear (Customer Name): RE: In accordance with your instructions, we have increased the amount of insurance for your commercial building located at (Address) to a new amount of (Dol...
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FOLLOW-UP COLLECTION LETTER Dear (Customer Name), RE: Policy Number Company Please take note of this reminder that your ( ) is due in our office by (Date). It is urgent that we recei...
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PAST DUE ACCOUNT - ACTIVE ACCOUNT Dear (Customer Name), RE: BALANCE DUE ON ACCOUNT Our records indicate that the balance shown above was due ( ). I am truly concerned that you have not sent you...
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COLLECTION LETTER - THREATENING LEGAL ACTION Dear (Customer Name), RE: BALANCE DUE It is urgent that this unpaid balance be paid by ( ) to close this account. We have verified this balance and ...
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TO ACCOMPANY CLAIM SETTLEMENT QUESTIONNAIRE Dear (Customer Name): We consider claims service to be a top priority in (Your Agency Name). Would you take a moment to give us your opinion? How was...
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CLAIMS QUESTIONNAIRE NAME:______________________________ PHONE #:_____________________ TYPE LOSS:__________________ DATE:___________ COMPANY:___________ The purpose of thi...
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ENCOURAGING CLIENT HONESTY Some people think it's acceptable to be slightly dishonest when they buy insurance. They may fib a little to reduce Auto insurance premiums or try to 'get a little ...
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SENDING A DRAFT TO CLIENT DATE [MAIL NAME] [ADDRESS1] [IF CLIENT ADDRESS2=''] [CITY], [STATE] [ZIP] Dear [CLIENT TITLE]: RE: Date of Loss: Type of Loss: Collision C...
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ACKNOWLEDGE CLAIM DATE [CLIENT MAIL NAME] [ADDRESS1] [CITY], [STATE] [ZIP] Dear (Customer Name), Thank you for reporting your recent claim so promptly. We have sent the report to [POL...