Every Commercial account represents an opportunity to cross-sell Personal Lines to key employees. To help you get your share, Preston Diamond provides this sample proposal that you can send your Commercial Lines clients. Ask your Commercial Lines clients to complete this Family Risk Analysis for their employees — and use these leads to grow your Personal Lines book.
Click here to download this proposal in Word format.
ABC COMPANY MANAGER’S FAMILY RISK ANALYSIS
Dear NAME:
Our commitment to you doesn’t end with protecting your business assets. Your managers are essential to your business. To help us help them protect their family assets, please take a few moments to complete this form.
Members of your middle and upper management team:
1.
2.
3.
4.
5.
6.
Do we cover Private Passenger Vehicles under your Business Auto policy?
Yes No
If so, for which managers does your firm provide vehicles?
1.
2.
3.
4.
5.
6.
Do you reimburse employees for using their private autos on company business?
Yes No
Do you insure employees through a company Disability or Life insurance plan?
Yes No
Would you sponsor a seminar on Auto and Homeowners coverage for your managers?
Yes No
Would you agree to individual 15-minute interviews with interested managers to explain the program further?
Yes No
Who will act as your liaison for family insurance?
Name:
Title:
Phone number (if direct line):
E-mail address:
Miscellaneous Notes:
Please complete and return to NAME at
AGENCY NAME
ADDRESS
FAX NUMBER
E-MAIL
Thank you for your help!
YOUR CONTACT INFORMATION