THANK YOU - SOLICIT WORKERS COMP THANK YOU! Dear (Customer Name), We don't often take the time to say thank you to our customers, but we wanted to let you know we apprecia...

CLIENT RELATIONSHIP-BUILDING Dear (Customer Name), You are VERY important to us and I wanted to let you know that we appreciate having you as a customer of our agency. I am writing you today to ...

CROSS-SELL LETTER Dear (Customer Name), We have enjoyed the privilege of handling your Auto insurance and wanted to write about why we hope you'll consider using our agency for your Homeowners cove...

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 ...

FULL ACCOUNT SELLING WE VALUE YOUR BUSINESS Dear (Customer Name), (Your Agency Name) is proud to have you as a customer. You've been with us for many years, and we've enjoyed w...

The sale of Life insurance to Personal Lines Property/Casualty customers has long been an issue with traditional independent insurance agents and brokers. There are very few agencies that haven’t tried, at one time or another, to develop a program to cross-sell Life, Health, or Disability to existing customers. Many agencies have even hired a “Life Person,” only to end up with a big expense and little income to show for the effort. This has only added to the frustration of the agency owners. So what’s the answer?

PERSONAL UMBRELLA LIABILITY Dear (Customer Name), Thank you for the privilege and responsibility of handling your Personal insurance program. Part of our responsibility is making ...

PROMOTES SPECIAL PROGRAM Dear (Customer Name): Congratulations on your new home! In the course of our rounds, we noticed your home under construction at ( ). You will obviously need superior coverag...

RETHINKING APPROACHES TO CUSTOMER SERVICE by Jack Fries You can distinguish your customer service from other 'ME TOO' agencies by dividing the paper processing and service functions. Whet...

Dear (Customer Name): BECAUSE YOU'RE AN IMPORTANT MEMBER OF OUR AGENCY FAMILY . . .I'd like to take a few minutes to discuss your ( ) policy...