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Auto Rental Reimbursement

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Dear (Customer Name), WHAT IS RENTAL REIMBURSEMENT? As your insurance adviser, we have a basic responsibility to see that you receive the benefit of new coverages that will...

Homeowners Confidential Checklist

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Please check yes or no to these questions: YES NO

Strengthening Agency/Company Relationships

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Problem:The insurance industry is under attack from consumer groups, is the subject of political debate and radical legislative...

Confronting Substance Abuse In Small Business

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Small businesses have not made the same progress as large businesses in developing drug abuse programs due to a lack of...

Why Agency Deals Fail To Close

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There's no such thing as a risk-free acquisition. Deals fail for a myriad of reasons. One is that...

Selling A Homeowner At Renewal Time

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We'd like to introduce ourselves. We're (Your Agency Name), and we've been in business in ( ) for more than ( ) years. It's been our...

Trade Secrets: Value And Ownership Issues

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Whether you refer to them as trade secrets, books of business, or expirations, the major asset of an insurance age...

The proper insurance is a crucial element of disaster planning. Adequate insurance will greatly reduce the financial cost...

Commercial Lines Disability

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Dear (Customer Name): You've purchased Life insurance for key employees because you know it could mean financial disaster for your company if you were to lose someone...

Solicitation Of Auto From Homeowners Insureds

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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 your...

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