JOHN NORTON AGENCY
OFFICE PROCEDURES

1. PROCEDURES

2. JOBS IN THE OFFICE

3. MONEY AND RECEIPTS

4. CUSTOMERS IN THE OFFICE

5. DAILY SOLICITATION PROGRAM

6. NEW BUSINESS STEPS

7. DOCUMENTATION IN THE FILES

8. CHANGE REQUESTS

9. RENEWAL NOTICES

10. WHAT IS A QUOTE?

11. TELEPHONE

12. CANCELLATIONS

13. WHAT IS CUSTOMER SERVICE ABOUT?

14. PROFESSIONAL SELLING SKILLS

15. CLAIMS

16. PROSPECTING DATABASE