Dear [Name]:

We've found that many people are surprised when they take a close look at the coverages they have and compare them with what they really need. They may have enough property protection but not enough for their liability exposures. Or, they find additional exposures that have not been identified and are potentially uncovered.

At the [Agency], we first complete a survey with you to assess your insurance wants and needs. Then we develop a program that meets your specific needs using the products of various quality companies. This system can uncover gaps or overlaps in your coverage. The result can save you money and improve your insurance situation because you pay for only the coverages you need.

There is no cost or obligation to make sure your insurance covers your specific needs. The [Agency] will be there to help you make this important evaluation.

We’ll call you within the week to discuss this important service in more detail. In the meantime, please call or email if you have questions or concerns about your present coverages.

Sincerely,