Hi folks,
This might be a stupid question but as a newbie, I wanted to put best practices in place. What say you about the best way to "terminate" the previous agency once you procure and place a renewal for their former client? Obviously, we want to let them know to let-expire their policy and that our policy will be taking over, but do you usually fax or email them, and does anyone have a pleasant and professional template they use and can share?
I don't want to be rude or disrespectful, so to the extent someone has learned from bad practices of others, I'd love to implement a system that is respectful of my fellow agents. Thanks.
This might be a stupid question but as a newbie, I wanted to put best practices in place. What say you about the best way to "terminate" the previous agency once you procure and place a renewal for their former client? Obviously, we want to let them know to let-expire their policy and that our policy will be taking over, but do you usually fax or email them, and does anyone have a pleasant and professional template they use and can share?
I don't want to be rude or disrespectful, so to the extent someone has learned from bad practices of others, I'd love to implement a system that is respectful of my fellow agents. Thanks.