Letters (Customer Service)
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FINANCIAL SERVICES - IRAS Dear (Customer Name): Individual Retirement Accounts (IRAs) have always been a good investment - even with the tax changes. Income earned on an IRA remains tax-free, and th...
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FIRST CLAIM ACKNOWLEDGEMENT Dear (Customer Name): RE: ( ), ( ), with ( ). Thank you for reporting your recent claim so promptly. We have sent the report to (Name) today, and your claim should be ...
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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 ...
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FOLLOW-UP - MISSING INFORMATION To: (Customer Name) From: (Your Agency Name) RE: Date of Loss Policy Number On (Date) we reported the above claim to you. We have not been advised of the claim...
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FOLLOW-UP - NEED STATUS To: (Customer Name) From: (Your Agency Name) RE: Date of Loss Policy Number On ( Date) we reported the above claim to you. We do not show ...
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FOLLOW-UP COLLECTION LETTER Dear (Customer Name), RE: Policy Number Company Please take note of this reminder that your ( ) is due in our office by (Date). It is urgent that we recei...
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Dear (Customer Name), You've been a valued customer of (Your Agency Name) since ( ), and we want to take this opportunity to thank you for your business. We also want to...
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FREE REVIEW OF GROUP INSURANCE Dear (Customer Name), As you may recall, we recently spoke with you concerning your Group insurance. As you know, we are very interested in working with you on thi...
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FUEL AND OIL DISTRIBUTORS - 'OUR BUSINESS IS VOLATILE' Dear (Customer Name): Your business is a volatile one. Gas and oil prices seldom remain stable, and supplies can't be taken for granted. And...
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FUEL AND OIL DISTRIBUTORS - 'YOU ARE IMPORTANT' Dear (Customer Name): DO YOU KNOW HOW IMPORTANT YOU ARE? Millions of people rely on your services as a vital link in the nation's fuel d...