Dear [Name]:

Back in [month and year of last survey], we checked your insurance and made recommendations to improve your program and based on that, made some adjustments. However, in our dynamic world, thorough, regular insurance monitoring is in order.

With your approval, we will review your entire risk and insurance exposures regularly–say, once a year [or other more suitable interval]–and submit a written report. It's quite possible that there will be little to write about–like going to the doctor for your annual physical and hearing him say that you're in good health. But it's always a comfort to hear that.

We will follow up with you to re-survey your insurance needs every [or every other] [month suggested]. It will take only about ___ minutes of your time. When can we get together for this year's survey? I'll call you in a day or two for an appointment.

Sincerely,