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Search Results for: All Files in Processing New Business Category

Your selection returned: 12 items - Displaying Matches 1 thru 12 of 12 Found.

Title / Description

*Client App Submit from Asst*

After the client signs the applications, this is the follow-up letter from your assistant.

A sample letter to use when mailing clients applictions through the mail.

A letter to use if you're having the client sign a life insurance application through the mail.

Great to use if you mail the new policies to the client.

If you're assitant is mailing more than one application to the clients, use this letter to make it easy.

Use this cover letter when submitting one application with several incoming transfers.

This is a great form to complete with your client's to ensure you have up to date information on applications.

Do your client's know what to expect when doing business with you?

A brief description of the different types of account transfers.

An Excel spreadsheet that manually tracks business written.

Use this simple form to quickly show your clients all the important facts about the new account.

Use this form to keep track of all your pending business - a must-have for Monday morning team meetinigs.

Your selection returned: 12 items - Displaying Matches 1 thru 12 of 12 Found.