Financial Strength Rating
BEST
A+ Superior
Marketing Checklist:
Property/Casualty & Life/Health
Best’s Rating Reports can help boost your marketing and public relations efforts. Use the following checklist to calculate
the quantity you will order based on your particular needs.
Sales Development
Agency Managers—Agents—Special Agents—Representatives
Presentations and proposals............................................................................................................................
New policy enclosure.......................................................................................................................................
Agent orientation, enclose with new agent licenses...........................................................................................
Agents of affiliate companies...........................................................................................................................
Stockbrokers for customer use.........................................................................................................................
Sales kit enclosure..........................................................................................................................................
Direct mail promotion......................................................................................................................................
Correspondence enclosure...............................................................................................................................
Advertising coupon offer..................................................................................................................................
Trade show displays........................................................................................................................................
Recruiting tool.................................................................................................................................................
Quantity
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Corporate Relations
Policyholders—Stockholders
Premium/dividend inserts.................................................................................................................................
Policyholders’ service program.........................................................................................................................
Quarterly/semiannual report enclosure..............................................................................................................
Correspondence..............................................................................................................................................
Conservation program.....................................................................................................................................
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Credit
Banks.............................................................................................................................................................
Savings and loan associations..........................................................................................................................
Mortgage companies.......................................................................................................................................
Finance companies..........................................................................................................................................
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Brokerage
Brokerage sales presentations.........................................................................................................................
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Public Relations
House publication insert...................................................................................................................................
Financial editors of local newspapers...............................................................................................................
Press kits, press releases................................................................................................................................
Reception areas, literature display racks...........................................................................................................
Realtors..........................................................................................................................................................
Local governments..........................................................................................................................................
Corporate leaders............................................................................................................................................
Service organizations.......................................................................................................................................
Attorneys, accountants, adjusters.....................................................................................................................
Agents and brokers.........................................................................................................................................
School boards.................................................................................................................................................
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Employee Relations
Human Resources department for new employees............................................................................................
Newsletter insert.............................................................................................................................................
Literature racks...............................................................................................................................................
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To order a Best’s Rating Report, call (908) 439-2200, ext. 5117.
17.259B
A
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