Policy Review Letter Sample

Here is a sample policy review letter that an insurance agent can model in his or her agency. I hope you find it helpful.

June 13, 2024

Recipients Name
Recipienct Street Address
City, State Zip

Dear Recipients Name:

Thank you for your continued business!

Enclosed is the Renewal for your insurance policy.

I appreciate your continued confidence in me and ABC Insurance Company. Enclosed are your updated policy documents. I recommend you keep these with your other important insurance papers after you look them over.

My goal is to always keep you informed about the insurance you currently have and about new products and any coverages that may benefit you. Please review the enclosed policy documents carefully. If you have any questions about your policy and what is covered, feel free to call or email me any time that is convenient for you.

If there are changes going on in your life that might affect your current or future insurance needs, please let me know. I appreciate any opportunity to sit down and discuss ways I can help. I am able to tailor your policies to better suit almost any situation.

I look forward to many more years of serving you…and making the future a bit more predictable.

Thanks so much,

Agent Name
Agency Name
XXX Street
City, State ZIP

As you may know by now, it’s important to stay in touch with your clients as much as possible via direct mail, email, and social media. A policy review letter is just one more reason to contact them in orders to stay top of mind. You don’t want them to forget about you!

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