July 202634 added
- TemplateCross-Sell — Life Milestone Trigger (New Baby)
- TemplateCross-Sell — Renters to Homeowner Upgrade
- TemplateCross-Sell — Home Client, Add Auto
- TemplateCross-Sell — Home Client, Add Auto (Text)
- TemplateCross-Sell — Commercial Client, Add Personal Lines (Text)
- Phone scriptCross-Sell — Home Client, Add Auto
- Phone scriptCross-Sell — Commercial Client, Add Personal Lines
- Phone scriptSR-22 Filing — Explaining It to a Client
- Phone scriptMotorcycle — Quote & Intake Call
- Phone scriptBoat / Personal Watercraft — Intake Call
- ReferenceWind/hail & hurricane deductibles explained
- ReferenceWhy a landlord needs a dwelling (DP-3) policy
- ReferenceLoss of use / additional living expense — what it covers
- ReferenceWhat is an Extended Reporting Period (tail coverage) on professional liability?
- ReferenceKitchen Quality Grades for Replacement-Cost Estimating
- ReferenceAdditional insured vs. certificate holder — what's the difference?
- ReferenceWaiver of subrogation — what it is and why contracts require it
- ReferenceHow to follow up on an insurance quote (without being annoying)
- ReferenceHow to explain a rate increase to a client
- ReferenceWhat to say when a client declines coverage (and protect yourself)
- ReferenceHow to ask insurance clients for referrals
- ReferenceHow to win back a lost insurance client
- ReferenceHow to Run a Better Insurance Agency: 12 Practical Habits
- ReferenceHow to Train a New Insurance CSR (Without Babysitting Them for Months)
- ReferenceInsurance Terms Every New CSR Should Know
- ReferenceInsurance Agency SOPs: How to Document Your Processes
- ReferenceThe Insurance Client Onboarding Checklist (New Policyholders)
- ReferenceUsing a Virtual Assistant in Your Insurance Agency (and Setting Them Up to Succeed)
- ReferenceWhy You Need Standardized Training for Virtual Assistants
- ReferenceTop Tasks to Delegate to an Insurance Virtual Assistant
- ReferenceVirtual Assistant vs In House CSR: Which Is Right for Your Agency?
- ReferenceHow to Onboard a Remote Virtual Assistant in Your First Week
- ReferenceCommon Mistakes Agencies Make With Virtual Assistants
- ReferenceHow to Measure if Your Virtual Assistant Is Working Out
Want wording we don't have yet? Request a template and we'll write it — most-requested items get added first.