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GENERAL CUSTOMER QUESTIONNAIRE Art Dannecker of the Westfield Companies developed this customer questionnaire for use by Westfield agencies: CUSTOMER QUESTIONNAIRE 1. From a personal ...
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FAMILY RISK QUESTIONNAIRE We recommend a yearly review of all your insurance policies. This questionnaire makes that review quick and efficient. Please take a moment to answer the questions and retur...
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DWELLING REPLACEMENT COST FORM NAME: LOCATION ADDRESS: ...
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IMPROVED CORRESPONDENCE IMPROVES YOUR IMAGE There's nothing worse than receiving a business letter that contains errors, poor grammar, trite expressions, and the like. Even one typo is enough ...
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AGENCY RATING FORM On a scale of 1 to 10, with 10 being the highest possible score, how would you rate [Agency Name] on the following items? ...
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HOW TO COMMUNICATE EFFECTIVELY DURING CRISES No amount of planning will prevent all emergencies, nor will it stop the media from showing up at your door when a crisis strikes. In addition to having a...
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COLLECTIONS The purpose of a collection system is to collect money owed to the agency without alienating the insured. In this section, we will answer the following questions: Who s...
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SUGGESTED SCHEDULE FOR RETENTION OF BUSINESS RECORDS KEY: 'P' means that the records should be retained permanently. Figures represent the number of years for retaining records. 'AT' means ...
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AGENCY BROCHURES: GETTING BACK TO THE BASICS No marketing tool can tell an agency's story better or more effectively convince potential clients to put their trust in you than a b...
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CUT WASTE FROM ADVERTISING This advice on reducing the cost of your advertising program by eliminating 'waste' comes from...