Dear [Name]:

Because our clients’ insurance protection is of primary importance to their financial security, we periodically review our clients' coverage. With this in mind, we call the following to your attention: [Insert description of an apparent uninsured or underinsured condition.]

We sincerely hope you feel, as we do, that this is worthwhile [additional] protection for you to consider.

We would appreciate a chance to discuss this need in more detail. Would you please share a date and time that it would be convenient to contact you on the enclosed return card? When we contact you, we'll be prepared with the facts and figures necessary for you to make an informed decision.

Sincerely,