CHECKLIST OF SERVICES
Dear (Customer Name):
SHARPEN YOUR PENCIL AND CHECK OUT THE COMPETITION
. . . and we bet you'll find that it pays to comparison-shop when you're looking for insurance.
We're (Your Agency Name) and we welcome the challenge - in fact, we thrive on it. Many other agencies in town offer to sell you insurance, but take a look at our checklist of client services.
Now, check the services offered by your agency:
____ Risk Management
____ Cash Management
____ Loss Control
____ Safety Programs
____ Pensions and Profit-Sharing Plans
____ Trust
____ Group Medical Plans
____ Key-Person Life Insurance
____ Health Care Services
Not too many agencies pass the (Your Agency Name) test. We invite you to compare what we can deliver with what you're already getting. If nothing else, it'll help you keep your present agents on their toes.
We'll be calling you soon to set up a meeting at your convenience. Or, if you prefer, give us a call. Remember, you'll never know how good your agency is until you've checked the competition.
Sincerely,
(Your Name)