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TOTAL SERVICE Dear (Customer Name), Every agent and broker in the insurance industry promises 'good service.' Who wouldn't? We are a service industry, and no one would retain an...
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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...
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COMPANY UNDERWRITING COMMUNICATION One advantage of computerization is the ability to mass-produce customized information - letters, application forms, or submissions for quotes. How often have you p...
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WORKPLACE COMMUNICATION: MIND YOUR Ps AND Qs by Emily Huling Mind your Ps and Qs! Most of us know that this phrase means, Be on your good behavior and m...
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EXISTING CLIENTS Re: Homeowners Insurance Dear (Customer Name), Enclosed is your renewal policy effective (Date) written with (Company Name). As you are undoubtedly aware, construction costs are c...
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CROP AND HAIL INSURANCE Dear (Customer Name): IT'S NO 'SMALL POTATOES' LOSS . . . when you lose most or all of a crop. Whether it's a flood, hailstorm, deep freeze, or other misfortun...
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DON'T FORGET THE AUDITING PROCESS by Grace Bauer Are your employees still doing things the same way? Is the agency still ...
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BEST MERGERS & ACQUISITIONS PRACTICES by Tom Doran Two in three transactions erode shareholder value rather than increase it. Given these odds, how can you succeed with an agency acqui...
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THE ART OF AWARD-GIVING by Jack Burke Recently I had the privilege of attending the annual conference of the Association of Image Consultants International. Attendees, consider...
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FROM ESTATE TAX TRAP TO TAX VICTORY by Irving Blackman You hear it all the time: 'Tax law is too complicated.' Well, it is. My job is usually to explain complex tax law in understandable langu...