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Agency Client Service Sample Communications Toolkit

January 1, 2023 - December 31, 2023

Description

Communications Toolkit Overview:

With the age of email, instant messaging it’s easy to leave standard agency communication language and the expectation of its use to chance. Every agency with a keen eye for high-quality client service AND errors and omission risk management must still establish communication standards and expect their personnel to follow those guidelines.

These sample client communications are designed as a place to start to establish your standard organizational messages. Each should be reviewed by several layers of your team, perhaps even an attorney to make sure you are clearly and carefully communicating your message whether by letter, email, Outlook QuickParts, even key verbiage that can be inserted as an Outlook “signature” to ensure that your messages say exactly what you intend for them to say and have been vetted by your agency leadership team and counsel.

Some sample client communications included in this toolkit are: (now over 25 and growing!)

Coverage Reduction Confirmation Letters
Coverage Declination Confirmation Letter
Sample Proposal Disclaimer Language
New Client Letter
Personal Auto/Homeowners Renewal Review Trigger Letter
Claim Acknowledgement Letters
Activity Authorization Form
Cancellation Acknowledgement and Follow-up Letters

Questions?

Please call (405) 840-4426 or email agencyopps@bigiok.com

Time

This toolkit is available to you anytime upon purchasing.

Pricing

Pricing Chart
Agency Client Service Sample Communications Toolkit
Member	$459
BIGIOK Workers Comp' Agents & Big "I" State Members (Must use discount code to unlock exclusive price)	~~$540~~ $486
Non-Member	$540

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Contact Information

Big I Oklahoma
Name: Shania Slavick
Phone: 4058404426 Ext. 100
Email: shania.slavick@bigiok.com

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Email address

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First Name

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Username

Password

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Exhibitor Opportunities

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Registration Information

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Exhibitor #{{ $index + 1 }}

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Company Name

Exhibitor/Display Name

Email Address

Address

Address 2

City

Country

State/Province

Postal Code

Exhibitor Directory

Display Name

Logo

Exhibitor Description

Use Above Address and Contact Information

Address

Address 2

City

Country

State/Province

Postal Code

Primary Contact

First Name

Last Name

Booth Information

Selected Booth

Open in a new tab

ShowHide Map

Additional Information

Comments & Questions

Additional Items

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Add to Waiting List

Exhibitor Staff

Primary Exhibitor Contact

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Prefix

First Name

Common Name

Middle

Last Name

Suffix

Email Address

Company

Title

More Information Less information

Address

Address 2

City

Country

State/Province

Postal Code

Phone

Phone Number

Type

Additional Information

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Event Sessions

(full)

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Company Name

First Name

Last Name

Email Address

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Additional Items

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Campaign Name	Item Description	Amount
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Agency Client Service Sample Communications Toolkit

January 1, 2023 - December 31, 2023

Description

Time

Pricing

Contact Information

Select Registration Options

Exhibitor Opportunities

Attendee Registration Options Total Remaining: {{ vm.EventInfo.VacantSpotsPerEvent }}

Waiting List Available

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Registration Information

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Exhibitor Directory

Primary Contact

Booth Information

Additional Information

Additional Items

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Additional Information

Event Sessions

Additional Items

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{{'[[Sponsor]]' | localizeString:'['}} #{{ $index + 1 }}

Additional Items

{{(vm.EventInfo.Terms.Donation || "Fundraising") + " Opportunities"}}

Complete Registration

Terms & Conditions

No Show Policy

Thank you to our {{'[[Sponsor+]]' | localizeString:'['}}

Agency Client Service Sample Communications Toolkit

January 1, 2023 - December 31, 2023

Description

Time

Pricing

Contact Information

{{ vm.model.IsRegistrationUpdate ? 'Registered By Info' : vm.displayInfo.showLoginSection ? 'Sign In' : 'Your Contact Information' }}

Select Registration Options

Exhibitor Opportunities

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Waiting List Available

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Registration Information

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Exhibitor #{{ $index + 1 }}

Exhibitor Directory

Primary Contact

Booth Information

Additional Information

Additional Items

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Additional Information

Event Sessions

Additional Items

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{{'[[Sponsor]]' | localizeString:'['}} #{{ $index + 1 }}

Additional Items

{{(vm.EventInfo.Terms.Donation || "Fundraising") + " Opportunities"}}

Complete Registration

Terms & Conditions

No Show Policy

Enter Promo Code

Are you sure you want to proceed?

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