AGENCY BROCHURE ENCLOSED
Dear (Customer Name):
Thank you for letting us take the opportunity to review your insurance program. Before we meet, I thought I would share a little of our firm's background with you.
As you already know, we are an independent insurance agency, which means we can shop the marketplace to find you the best coverage at the best available price. We've earned our reputation - and continue to do so - by working hard for other businesses in ( ), such as ( ).
These firms have asked us to protect them from extreme financial losses and at the same time develop plans that will secure their liquidity and financial wealth when they approach retirement.
With your help, we can do the same for you.
Sincerely,
Enclosures
P.S. You might like to look over our corporate brochure and our most recent newsletter, which I've taken the liberty of enclosing.