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[DOC File]Account Round Letters - Travelers
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Account Round Letters. Cross sell CI to PI Dear _____: Our agency has had the pleasure of taking care of your commercial insurance needs. But did you know that we also specialize in personal automobile and homeowners insurance? At [agency name] we take pride in providing all our personal insurance customers with the protection they need at an attractive rate, with …
cross selling insurance letter

[DOC File]SAMPLE MOU
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MEMORANDUM OF UNDERSTANDING. BETWEEN [REQUESTING AGENCY] AND [AGENCY] 1. Parties. This Memorandum of Understanding (hereinafter referred to as “MOU”) is made and entered into by and between the { agency name] , whose address is , and the [agency name] , whose address is .
insurance cross selling letter templates

[DOC File]Solutions for Homework ** Accounting 311 Cost ** Winter 2009
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Cross-subsidization across individual Premier Accounts occurs when profits made on some accounts are offset by losses on other accounts. The aggregate profitability on the three customers is $437.20. The Farrel account is highly profitable ($593.20), while the Robinson account is sizably unprofitable. The Skerrett account shows a small profit but only because of …
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[DOCX File]I. BUSINESS INFORMATION - PayneWest Insurance
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Applicant(s) hereby authorize the Surety Company and the Agency to make such pertinent inquiry as may be necessary from business and personal credit reporting agencies, financial institutions, persons, firms, and corporations in order to confirm and verify information referred to or listed on this application.
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[DOC File]Exhibitor/Vendor Invitation Letter
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Date. Exhibitor/Vendor Name. Exhibitor/Vendor Address. Dear: (Name of Company) would like to invite you to take part in our upcoming health fair. The goals of …
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[DOC File]Have Home, sell Auto
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Have Home and Auto, Sell Umbrella 8. Introduce Agency/CSR to Account Round 9. Have Auto and Home, Sell Full Account 10. Sell Umbrella 11. Account Round With Claims 12. Cross-sell CI to PI 13. Renewal Letters. First Renewal Letter 14. Generic Renewal Letter 15. Policy Review at Renewal 1 16. Policy Review at Renewal 2 17. Retention Letters
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[DOC File]THE MARKETING PLAN
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Identify the regulations, permits, insurance, liability, municipal zoning and taxation requirements that you must follow in order to operate your business. The business climate of your town, village and surrounding area is an important influence on your day-to-day operations. Reflect on topics such as taxation, zoning and other factors. Demographics . Describe the population base that …
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Deloitte report document_VANOC
Any insurance coverage requirements should, at a minimum, meet municipal requirements and should match municipal amounts for ease of compliance. A number of panel members feel that the minimum insurance standards in municipalities need to be consistent as purchasing different insurance for different jurisdictions can be costly. Some panel members also suggested that …
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[DOC File]BUSINESS INFORMATION - Smith Brothers Insurance, Inc.
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Buy Sell Agreement. Specimen Copy of Subcontract Agreement. Certificate of Insurance. Resumes of Owners/Key Employees. Brochure and/or Letters of Recommendation about the accomplishments of your firm. Other: please describe below: _____ Name of Firm: _____
insurance cross selling letter templates

[DOC File]INSURANCE AND INDEMNIFICATION GUIDELINES FOR CITY …
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A. Certificates of Insurance 113. B. Letters of Coverage 113. C. Sample Additional Insured Endorsements 114. D. GLOSSARY of INSURANCE TERMS 121. GENERAL INFORMATION. A. WHAT IS THE PURPOSE OF THIS DOCUMENT? This document has been developed by the Risk Management Division to assist State agency contract managers in understanding and incorporating the State’s insurance …
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Insurance cross sell letters