 | Monthly Known Prospect
List |
| Commercial Prospect Qualification Checklist |
| Personal Lines Discount Checklist |
| Homeowners Premium Comparison Chart |
| Personal Umbrella "Newspaper" |
| Commercial Umbrella "Newspaper" |
| High-Valued Homeowners Solicitation |
| "Sorry We Lost Your Business" Cartoon |
| Replacement Cost Contents Mailer |
| Client’s Individualized Cross-Sell Newsletter |
| Catalog of Agency Services (8 pages) |
| PC Reseller’s Program (4 pages) |
| HVAC Wholesalers Program (9 pages) |
| Program for Marketing Condo-Unit Policies to Association
Members (3 pages) |
| Pre-Proposal Understanding |
| Potential Prospect Questionnaire
Policy Limits |
| Chart for Comparing Premiums |
| Commercial Producer’s No-Sale Survey |
| Agent’s Activity Self-Reporting Form |
| Producer Quiz: Evaluate Your Attitude |
| Producer Quiz: Evaluate Your Image |
| Producer’s Time Analysis Worksheet |
| Personal Lines Client Satisfaction Survey |
| Claims Acknowledgement Postcard |
| Claims Status Request Form |
| Cancellation Log for Recording Lost Policies |
| Top 5 Playlist Creation Form for agency planning |
| Top 5 Playlist Planning Menu for agency planning |
| Wish List of Company Services |
| Form to Evaluate Your Companies |
Action Templates CD
