CONFIDENTIAL ANNUAL REVIEW
As a valued customer of XYZ Agency, we would like to take this opportunity to thank you for your confidence in allowing us to service your insurance needs. To better serve you, below is an annual review. Please complete and return to us in the self-addressed stamped envelope. This will assist us in updating your insurance portfolio.
Yes No
[ ] [ ] 1. Would you like to review or increase your liability limits on your Auto policy?
[ ] [ ] 2. We do not write your Homeowners or Renter's coverage. Please provide us with the expiration date, and we will contact you with a competitive quote. Expiration date ____________________________
[ ] [ ] 3. Would you like us to send a form to assist in making an inventory of your personal property?
[ ] [ ] 4. Do you own a boat, camper or recreational vehicle?
[ ] [ ] 5. Would you like to have Earthquake coverage included in your Homeowners policy?
[ ] [ ] 6. Do you have a Personal Umbrella policy?
[ ] [ ] 7. Do you have mortgage cancellation protection?
[ ] [ ] 8. Do you have Income insurance to cover your income in case of a sickness or disability?
[ ] [ ] 9. Do you own any rental or investment property?
[ ] [ ] 10.If you own or manage a business which we don't insure, may we provide a premium quotation for you? Expiration date_____________________________
[ ] [ ] 11.Would you like your Life insurance reviewed by our Life Department?
[ ] [ ] 12.Do you have a personal retirement account? Our agency offers safe, high yielding, tax deferred annuities, currently paying 8.66%
[ ] [ ] 13.Do you have Health insurance? Through employer [ ] self [ ]
Thank you,
Customer #________________________
CUSTOMER SERVICE REPRESENTATIVE
Phone #___________________________
Customer Signature_______________________________
Best Time to call_________________________________