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WHAT HAPPENS TO YOUR CLIENTS??
They receive a personalized letter from the president of the third party company advising them of the connection between them and your company. A brochure will accompany the letter, showing the third party company's background and experience in policyholders and client service work.If you are retaning the rights to your clients, the letter from the third party will show that the agreements is just an "add-on" feature of service being performed by your ageny.The option you choose will determine the type of letter that is mailed to your clients. Your clients will be furnished an 800 service number to call in connection with an new insurance product they purchase. You will not be responsible for servicing that product. The client will receive a quarterly newsletter containing information about various financial and insurance products.
Insurance Marketing Strategies, Inc. is a highly motivated senior products company |