Letters (Sales)

SALES PERSONS/SAMPLES Dear (Customer Name): THESE SAMPLES AREN'T FREE! You have a lot of money tied up in the samples your salespeople display. When they take their samples on the road, ...

SAMPLE BROKER-OF-RECORD LETTER DATE: RE: Insurance Policies Listed by Policy #, Insurance Company, Effective Dates, and Type of Insurance To whom it might concern: As of th...

SEASONAL CRIME COVERAGE Dear (Customer Name): 'Tis the season to be wary. Unfortunately the holidays not only bring good cheer, but for a business such as ( ), they bring an increased risk of burgl...

SELF-INSURANCE Dear (Customer Name): SOMETIMES THE BEST INSURANCE IS LESS INSURANCE! You read correctly. It's called self-insurance. At (Your Agency Name), one of ( )'s leading insuranc...

SELF-INSURANCE Dear (Customer Name): IF YOU WANT SOMETHING DONE RIGHT ... ... you've got to do it yourself. So goes the old adage, and today many businesspeople feel this way about prote...

We'd like to introduce ourselves. We're (Your Agency Name), and we've been in business in ( ) for more than ( ) years. It's been our...

Here's a letter I received recently:
Dear Dave:
I work for a $3.5 million P/C agency with about 60% Commercial and 40% Personal in premium volume. One in-house Life producer handles Commercial and Personal lines, sometimes with outside help. But she doesn't write any Disability policies at all; she considers Disability insurance a specialty that she doesn't want to sell. Should I try to talk her into it, pressure her into it, or just let it go? I don't want to add another full-time Life agent unless he/she would become profitable early on; it took two years for my present Life agent to reach profitability. What are my alternatives?

Dear (Customer Name): Can your Auto or Homeowners coverage help you get a better deal on your Life insurance policy? The answer is YES - if your...

SENDING A DRAFT TO CLIENT DATE [MAIL NAME] [ADDRESS1] [IF CLIENT ADDRESS2=''] [CITY], [STATE] [ZIP] Dear [CLIENT TITLE]: RE: Date of Loss: Type of Loss: Collision C...

SETTING UP RENEWAL APPOINTMENT Dear (Customer Name): It's that time already. As you may recall, ( ) contacted you in ( )to find out when your ( ) insurance expired. We promised a free insurance rev...