PERSONAL LINES QUESTIONNAIRE

Dear [Name]:

We, at [Agency], strive to keep our records current so we can keep your insurance program up to date. It is important to consider the options and opportunities available to secure the best insurance value.

Your information, of course, is kept in strict confidence. Updating your file assists us in making suggestions that allow you to have the right insurance at the right time.

Would you please complete the brief questionnaire below and return it in the enclosed postage-paid envelope?

If you would like a personal review of your insurance program (which I strongly recommend), please feel free to give me a call to set up an appointment [Insert phone number].

Thank you! I look forward to hearing from you soon.

Sincerely,

Please complete and return.

Since we last spoke, I have [check all that apply]

[ ] changed my marital status

[ ] started a business

[ ] put an office in my home

[ ] retired

[ ] acquired a valuable item

My current auto insurance expires on ___________________

My current auto insurance company is ___________________

Phone number [home] __________ [work] __________

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