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https://completemarkets.com/Article/article-post/2574/Sample-Presentation-Package/
... advising our clients of ways to handle any risk, whether by avoiding, shifting, or insuring. Part of our job is to assist the Risk Management Department for each of our clients. We inspect many of our clients' locations annually and work with the company engineering departments to make sure that all available loss prevention efforts are brought to bear on our client's behalf. The frequency of client meetings depends largely on engineering reports from companies, our inspections, and the Claims Department's advice about current loss frequency. Contract and Lease Analysis ... doing much more than an annual analysis of exposure and values and recommendation of insurance coverages. Described below are services that XXX & Company performs in its role as an insurance agent and broker for (COMPANY NAME) Claims Handling Cameron M. Harris has a claims department staffed by 10 people. Our Claims Manager has many years of experience, and her seven assistants are fully trained in handling all of our clients' claims. Our incoming WATS number makes it easy for clients to report and discuss claims. We report, follow up ... you a few specifics on how this protection can enhance your property insurance portfolio. Cordially yours, [YOUR NAME] ACCOUNT SERVICING TEAM Account Executive: NAME OFFICE PHONE Account Assistant: NAME(S ) Claims Reporting: NAME(S ) ALL CLAIMS REPORTING USE WATTS LINE NUMBER: (800) 555-XXXX XXX & Company Street Address City, State Phone: Fax: The goal of the CompleteMarkets editor is to bring valuable content to the CompleteMarkets members. Providing content to insurance professionals to enhance their sales process, increase revenue streams, ...