4.B.8

TOTAL ACCOUNT REVIEW REQUEST

 

Dear [Name]:

Since your [type] policy is due for renewal shortly, we are enclosing a summary of the current provisions and limits.

Please review the summary as soon as possible so that we can make any appropriate changes.

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

We've also enclosed a brochure listing other products and services we provide. We would like to have an opportunity to review your current insurance program as part of our renewal survey. This, of course, is a service we provide to our clients at no cost or obligation. The benefit to you is a fresh look at your complete insurance program.

Thank you for this opportunity to be of service.

Sincerely,