Dear [Name]:

As an important client of our agency, I'd like to take a few minutes to discuss your insurance program. Your [policy] is due to renew on [date] and it will be a good time for a complete program review and update.

As your [Customer Service Representative], it's my responsibility to offer my assistance and advise you on your personal insurance program. We can meet or simply talk on the phone and I can advise you on the best coverages available for your needs and answer any questions you may have.

In either case and in preparation for our review, please take a moment to complete the attached [HO/Auto checklist]. We will use it for our discussion. I'll be calling you within the next week, so we can discuss any changes in your insurance needs.

Thank you for allowing our agency to be of service to you. We appreciate your business.

Sincerely,