SOLIDIFYING REVIEW APPOINTMENT
Dear (Customer Name):
I'd like to thank you for allowing me to review your insurance program. The time spent looking over your present policies and asking you questions about your program has allowed me to complete a detailed comparison of the coverage you have now and the protection that we could offer you.
This is just a reminder that we'll be meeting on ( ) to review the insurance proposal I've put together for you. This proposal is tailored to your needs, and I think you'll find it outlines a protection plan that offers you the best coverage at the best price, as well as a variety of options currently not available to you.
I'll be looking forward to our meeting, at which time I can go over our proposal in detail with you and answer your questions.
Sincerely,
Enclosure