Volume 217

JANUARY 2025

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BUSINESS BUILDING LETTERS:

POLICY REVIEW PRIOR TO RENEWAL

POLICY REVIEW PRIOR TO RENEWAL (AS IS)

Dear [Name]:

"No interruption of protection!"

That is one of our goals. It’s an important responsibility of ours to help keep your future as financially secure as possible.

Since the renewal date of your [policy] insurance is near, we are enclosing an outline of the current provisions. Please take a minute to review. Should you wish to consider changes, let’s discuss the options before renewal.

Of course, this outline is simply a summary and is not a contract of insurance. It is subject to the actual terms and conditions that will be part of your renewal policy.

I’ll call within the week just to be certain we should proceed with policy conditions "as is." Thank you for relying on us for your insurance protection.

Sincerely,