UPGRADE-TOTAL ACCOUNT REVIEW
Dear (Customer Name):
When we first wrote your Auto insurance policy, we custom-tailored the coverages to fit your needs at that time. We helped you choose coverages that best suited your needs.
Now we would like the opportunity to review your Auto policy to make any necessary changes before your upcoming renewal.
We would also like to help evaluate your current financial plan, so your entire insurance program is properly integrated with your investments and savings.
As independent agents, we are uniquely qualified to help you find the best coverage for the best available price. Together, we can make sure that you are getting the most for your insurance dollars.
We'll be calling you within a few days to arrange a convenient time when we can get together.
Sincerely,