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CANCELLATION - INVOICE Dear (Customer Name), RE: The process of cancellation of the above policy is now complete, and enclosed is our invoice for the additional premium due at this time. Thank ...
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NEW WAYS TO DISTRIBUTE WORK LOADS A customer's name shouldn't matter when they're calling for assistance! Most CSRs have an assigned section of the alphabet for which they are responsib...
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EMPLOYEE COMPENSATION At first glance, there seems to be no great secret to employee compensation. We all work to be paid. Pay your people well, and they'll work hard for the agency and stay with yo...
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EDUCATION/TRAINING INTRODUCTION A professional work force should be the goal of any organization, especially the insurance agency, which is engaged in a highly competitive business....
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CSR TRAINING Often people newly hired to work in an agency are given a quick tour of the office and briefly introduced to their associates. They may be given a copy of the office manual (if there is ...
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CUSTOMER/PROSPECT CORRESPONDENCE: CHOOSE RIGHT WORDS TO CONVEY RIGHT MEANING Poor word choice in customer correspondence can alienate prospects and customers. Additionally, jargon can be misint...
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PREMIUM FINANCING AGREEMENT Dear (Customer Name), RE: Policy Policy Number Company As we agreed, the premium for this policy is being financed with ( ). It is very important tha...
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NEW POLICY INVOICE LETTER Dear (Customer Name), RE: Policy Number Company Welcome as a new policyholder of (Your Agency Name). We are pleased to enclose your new policy, which has be...
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BINDER BILLING - NEW ACCOUNT Dear (Customer Name): RE: While your policy is in the process of being issued, please accept this (Binder Number) as evidence of coverage. As soon as the policy is ...
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BINDER BILLING - EXISTING ACCOUNT Dear (Customer Name): RE: While your policy is in the process of being issued, please accept this (Binder Number) as evidence of coverage. As soon as the polic...