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 agents, we have many insurance companies from which to choose to best fill YOUR personal insurance needs . . . not just one company, but ( )! We select the best one for you. Treating you as an individual - not just another policyholder - is important to us.
May we have the opportunity to discuss the various coverages listed below?
Please check the coverages you're interested in below, then write in your phone number and mail it back to us. We'll do the rest. Thank you for your time.
Sincerely,
DETACH HERE
Name _____________________________________________
Phone Number _____________________________________
____Life Insurance Plans ____Personal Property Protection
____IRA & Retirement Plans ____Liability Coverage
____Estate Planning ____Auto/Motorbike
____Income When Sick/Injured ____Mobile Home
____Homeowners Insurance ____Boat/Yacht
____Mortgage-Free-Home (Farm) ____Business Insurance