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E&O RISK MANAGEMENT WHEN USING SURPLUS LINES COMPANIES: II by Ken Buehler Use these guidelines to manage your E&O exposure in working with the E&SL market. The previous article focu...
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SYSTEM UTILIZATION WHAT'S YOUR RETURN ONINVESTMENT? by Tripp Leach Are you getting your money's worth? Yes, you know you're getting value from your Agency Management System (AMS)...
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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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INTERDEPENDENCE AMONG ASSOCIATIONS, UNDERWRITERS, AND AGENTS by Robert Larsen Symbiosis: any interdependent or mutually beneficial relationship between two or mor...
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LANDSCAPING FIRM IMPLEMENTS DRUG TESTING WORKING PARTNERS Architectural Landscaping, Inc., in Tucson, Arizona, creates 'outdoor living environments' by installing pools, masonry, and retaini...
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FIVE KINDS OF CUSTOMERS DEMAND DIFFERENT TREATMENT There are only five types of customers in terms of the service they demand, according to Ketchem Advertising USA, an ad agency in Pittsburgh, ...
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HOMEOWNERS CLIENTS - SELL BOP Dear (Customer Name): You've entrusted us for some time now with your Homeowners insurance, and we appreciate the confidence you have in our ability to protect your as...
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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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WORKPLACE VIOLENCE by Charles Bader Workplace violence includes riots, protests, insurrections, and assaults that arise from outside the organization. Internal violence ranges from pushing and...
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SETTING APPOINTMENTS WITH QUALIFIED PROSPECTS TELEMARKETING SCRIPT Producer: Hello (PROSPECT NAME), my name is (NAME). I am with (ABC AGENCY) insurance. Several months ago we spoke brief...