Tag Archives: Signature on applications

Does your proposal include this?

Let me ask you a question: When you provide a proposal to a client (current or prospective), what information are you using to develop that proposal? While there may be some information you can gather from websites or other third … Continue reading

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Why having the customer sign a blank app is a real bad idea

40 years ago in my days at an insurance agency in the Utica, NY area, from time to time, one of the producers would ask the customer to sign a blank app. Apparently the customer would not be able to … Continue reading

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Do your insurance applications meet the 3 C’s?

The 3 C’s – Complete, Current and Correct! When carriers receive your applications, they are expecting that they meet these 3 requirements. Their willingness to provide a proposal / the aggressiveness of their pricing will normally be heavily dependent upon … Continue reading

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