sincerely

Articles tagged with sincerely


Financial Services

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FINANCIAL SERVICES Dear (Customer Name): We have handled your ( ) insurance for ( ) years. Did you know we also can take care of your financial services needs? As an independent agency, we offer Li...

Financial Services - 401(K)

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FINANCIAL SERVICES - 401(K) Dear (Customer Name): You have been a valued customer at (Your Agency Name) for ( ) years. But did you know that in addition to offering a number of insurance products...

Financial Services - 401(K)

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FINANCIAL SERVICES - 401(K) Dear (Customer Name): Does your company have a retirement plan for its employees? Do the employees feel it's an adequate plan? If you answered 'no' to either question...

Financial Services - Iras

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FINANCIAL SERVICES - IRAS Dear (Customer Name): What are you going to do when you retire? Travel? Move to a quiet area and relax? These are reasonable plans for individuals reaching retirement age. ...

Financial Services - Iras

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FINANCIAL SERVICES - IRAS Dear (Customer Name): Individual Retirement Accounts (IRAs) have always been a good investment - even with the tax changes. Income earned on an IRA remains tax-free, and th...

First Claim Acknowledgement

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FIRST CLAIM ACKNOWLEDGEMENT Dear (Customer Name): RE: ( ), ( ), with ( ). Thank you for reporting your recent claim so promptly. We have sent the report to (Name) today, and your claim should be ...

Fleshing Out Present Accounts

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FLESHING OUT PRESENT ACCOUNTS THANK YOU FOR YOUR INSURANCE BUSINESS! Dear (Customer Name): Perhaps we don't say it often enough, but we sincerely appreciate serving you. As independent insurance ...

Follow-Up - Missing Information

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FOLLOW-UP - MISSING INFORMATION To: (Customer Name) From: (Your Agency Name) RE: Date of Loss Policy Number On (Date) we reported the above claim to you. We have not been advised of the claim...

Follow-Up - Need Status

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FOLLOW-UP - NEED STATUS To: (Customer Name) From: (Your Agency Name) RE: Date of Loss Policy Number On ( Date) we reported the above claim to you. We do not show ...

Follow-Up Collection Letter

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FOLLOW-UP COLLECTION LETTER Dear (Customer Name), RE: Policy Number Company Please take note of this reminder that your ( ) is due in our office by (Date). It is urgent that we recei...

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