1 Verified Reviews - 5 of 5.0
CROSS-SELL LETTER Dear (Customer Name), We have enjoyed the privilege of handling your Auto insurance and wanted to write about why we hope you'll consider using our agency for your Homeowners cove...
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SOLICITATION OF HOMEOWNERS FROM AUTO INSUREDS Dear (Customer Name): Most consumers prefer to have all their insurance handled by one agency. In reviewing your file today, I noticed that we insure yo...
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LIFE INSURANCE SOLICITATION TO AUTO AND HOMEOWNERS CUSTOMERS Dear (Customer Name): You've been a valued client for years. Through those years, we at (Your Agency Name) have taken care of a number o...
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SEASONAL CRIME COVERAGE Dear (Customer Name): 'Tis the season to be wary. Unfortunately the holidays not only bring good cheer, but for a business such as ( ), they bring an increased risk of burgl...
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CRIME COVERAGE PROSPECTING Dear (Customer Name): WHO SAYS CRIME DOESN'T PAY? . . . Crime insurance, that's who. Considering the number of small companies that suffer major losses each y...
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FIDUCIARY RESPONSIBILITY Dear (Customer Name): How do you know if you have the right Fiduciary Liability policy? Take the insurance buyers' ERISA quiz: ...
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EMPLOYEE THEFT Dear (Customer Name): $42,000 lost through secretary's check forgery. $600,000 lost when trusted bookkeeper funneled off funds over a 10-year period. ...
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ACCOUNT-UPGRADING Dear (Customer Name): Clients often ask us, 'Do I need to bond every single one of my employees to make certain I'm protected?' The subject of bonds can seem complex, but at (Yo...
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THREE PERSPECTIVES ON PERPETUATION MISTAKES 'What is the most common mistake agency principals make during the perpetuation process-and how can they avoid it?' Douglas C. Moat,...
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AGENCY CLUSTER PROFILE Before entering into a cluster agreement with anyone, have them fill out this worksheet . This will help you decide if the prospective agency is compatible with your ...