Templates for our Programs
Standard Calls & Emails
Hello;
I hope you doing well! I wanted to let you know that I was reviewing your upcoming renewal and had a few items I wanted to go over with you. If you can call me between 8:30 and 5:30, or email me a time that works to contact you, I can review your options with you. Thank you for your business!
NAME
Voicemail
Hello, this is NAME from AGENCY NAME. I wanted to let you know that I was reviewing your upcoming renewal and had a few items I wanted to go over with you. If you can call me between 8:30 and 5:30, or email me a time that works to contact you, I can review your options with you. Thank you for your business!
Red Flag Clients (Monoline, No Contact in 2 Years, 10% Rate Increase, Client for 1 Year)
Hello;
I was reviewing your upcoming renewal and noticed your rate went up a bit. We work with several carriers so I want to update your information and see if we can help you reduce your premium. If you can call me between 8:30 and 5:30, or email me a time that works to contact you, I can review your options with you. We are independent agency and have access to the top insurance carriers in the state so you have options. Thank you for your business!
NAME
Voicemail
Hello this is NAME from AGENCY NAME. I was reviewing your upcoming renewal and noticed your rate went up a bit. We work with several carriers so I want to update your information and see if we can help you reduce your premium. If you can call me between 8:30 and 5:30, or email me a time that works to contact you, I can review your options with you. We are independent agency and have access to the top insurance carriers in the state so you have options. Thank you for your business!
No Increase - Email
Hello;
I was reviewing your upcoming renewal and noticed we should connect. We want to make sure we update your information to protect you and your family. If you can call me between 8:30 and 5:30, or email me a time that works to contact you, I can review your options with you. We are independent agency which means we have options of products and company to help protect you. Thank you for your business!
NAME
No Increase - Voicemail
Hello this is NAME from AGENCY NAME. I was reviewing your upcoming renewal and noticed we should connect. We want to make sure we update your information to protect you and your family. If you can call me between 8:30 and 5:30, or email me a time that works to contact you, I can review your options with you. We are independent agency which means we have options of products and company to help protect you. Thank you for your business!