IMMS Library

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Commercial Lines Pre-Approach

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COMMERCIAL LINES PRE-APPROACH Dear (Customer Name), HOW WELL DO YOU KNOW YOUR INSURANCE? With so many demands on their time, many business owners find it difficult to learn enough about t...

Campaign Mass Mailer

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CAMPAIGN MASS MAILER Dear (Customer Name): WE'RE ACTIVE, NOT REACTIVE Your insurance premium must be due - you've heard from your insurance agent. Is this your experience with insuranc...

Are You Sure Of Your Coverage?

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ARE YOU SURE OF YOUR COVERAGE? Dear (Customer Name), ARE YOU SURE OF YOUR COVERAGE? You're a prudent business owner. Naturally, you've protected your assets with insurance. But did you ...

Appointment To Deliver Policy

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APPOINTMENT TO DELIVER POLICY Dear (Customer Name): Thank you for choosing (Your Agency Name) to handle your Group insurance program. We have a qualified staff ready to handle all your program's ne...

Agency Brochure Enclosed

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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 backgro...

Social Security Planning

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SOCIAL SECURITY PLANNING DO YOU KNOW HOW MUCH YOU'RE OWED? Dear (Customer Name), Like most Americans, you have access to a valuable insurance fund that provides coverage for Disab...

Personal Lines Disability

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PERSONAL LINES DISABILITY Dear (Customer Name): Your car . . . your home . . . your personal possessions . . . all are insured. But have you insured that which makes all those things possible - your...

Financial Services - Iras

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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...

Financial Services - Iras

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FINANCIAL SERVICES - IRAS Dear (Customer Name): What are you going to do when you retire? Travel? Move to a quiet area and relax? These are reasonable plans for individuals reaching retirement age. ...

Financial Services - 401(K)

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FINANCIAL SERVICES - 401(K) Dear (Customer Name): You have been a valued customer at (Your Agency Name) for ( ) years. But did you know that in addition to offering a number of insurance products...

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