TOTAL ACCOUNT SOLICITATION
Dear (Customer Name):
If you're like most of our clients, you welcome the idea of having all your insurance needs handled by one agency. Not only is it more convenient, but you can often save money coordinating coverages.
In reviewing your account, we find that your insurance is spread among several agencies. We can probably save you a considerable amount of money and stress by handling all of your insurance needs. Out of the last 90 customers we rolled into a single insurance plan, almost 80% had duplicate coverage that we were able to eliminate, saving them money on their total premium.
A few months ago, you asked us to contact you when your ( ) came up for renewal. I'd like to extend an invitation to you to bring in your present policy and renewal notice to our agency any time between 9 a.m. and 5 p.m. during the week, or from ( ) at night. If you can't come by, do call.
So, before you pay the premium due on your existing policy, ask yourself, 'How long has it been since I reviewed my policy with the agency that sold it to me? Do I know if it still serves my needs?'
Then come by. We look forward to seeing you.
Cordially,