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Premium Financing Agreement

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PREMIUM FINANCING AGREEMENT Dear (Customer Name), RE: Policy Policy Number Company As we agreed, the premium for this policy is being financed with ( ). It is very important tha...

New Policy Invoice Letter

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NEW POLICY INVOICE LETTER Dear (Customer Name), RE: Policy Number Company Welcome as a new policyholder of (Your Agency Name). We are pleased to enclose your new policy, which has be...

Binder Billing - New Account

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BINDER BILLING - NEW ACCOUNT Dear (Customer Name): RE: While your policy is in the process of being issued, please accept this (Binder Number) as evidence of coverage. As soon as the policy is ...

Binder Billing - Existing Account

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BINDER BILLING - EXISTING ACCOUNT Dear (Customer Name): RE: While your policy is in the process of being issued, please accept this (Binder Number) as evidence of coverage. As soon as the polic...

Auto Subrogation - Follow Up No. 2

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AUTO SUBROGATION - FOLLOW UP NO. 2 Dear (Customer Name), RE: Collision Loss Date of Loss Location Our Insured The letter sent on your behalf to the party responsible fo...

Auto Subrogation

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AUTO SUBROGATION Dear (Customer Name), RE: Collision Loss Date of Loss Location Our Insured As insurance brokers for (Company Name), we have been advised of the acciden...

Audit Statement - Invoice

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AUDIT STATEMENT - INVOICE Dear (Customer Name), RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. However, the payroll and other fi...

Audit Statement - Check Enclosed

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AUDIT STATEMENT - CHECK ENCLOSED Dear (Customer Name): RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. Howev...

Audit Explanation - Prepare, Prepare

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AUDIT EXPLANATION - PREPARE, PREPARE Dear (Customer Name), THERE'S SOMETHING YOU SHOULD KNOW ABOUT AUDITS . . . As you know, Workers Compensation and General Liability policies are su...

Offering Free Insurance Review

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

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