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2:57
YouTube
CID Insurance
How to Present Your Insurance Proposals - Workers' Compensation
A formal proposal presentation is key to securing the bind. Don't use the quotes sent from the carrier or wholesaler. Those have information meant for you, not the insured. Instead, use our customizable proposal templates for your agency. Present the "net" rates and premium as well as provide specific payment instructions to make it easier for ...
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Apr 16, 2021
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