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Business Plan
For Insurance
Agency



LEGION OF HONOR

I PLAN TO QUALIFY FOR LEGION OF HONOR:
________ YES ________ NO

ACTION PLANS TO ACCOMPLISH THIS GOAL:

______ Run search of Auto/Fire without life and call to set up appointment for IFR.
______ Opt in to all Life Marketing Campaigns offered during year.
______ Follow up on all Life lapses when Persistency alarms received
______ Work GIO Listing for customers who have available GIO options during year.
______ Work Term Conversion Listing for customers who can take advantage of conversion credit.
______ Follow up on all lapse cancellation notices to identify problems, improve customer satisfaction and retention
______ Use 60 second pricing survey for all added car applications
______ Review Quality Management Tracking report to monitor new business classification and fringe coverage
______ Other ____________________________________________________________......

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Approximate Word Count: 795
Approximate Pages: 4 (250 words per double-spaced page)

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