Hey {first_name},
 
This is it! The last of the “Welcome to the Agency” emails!
We wanted to make sure that we have applied all discounts and ensure we've have gotten all docs back to make your transition over to us smooth.
 
Here are a list of common discounts we can offer:
  • Home | Auto - 20% (Auto | Home 20%)
  • Home | Life - 5%
  • Auto | Life - 3%
  • Occupational Discount - Up to 8% (varies)
  • Signal Discount - 0.5%-20% (good driver app)
Here are all the forms we need back from you, which are sent to your email via eSign. If you have already signed them or they are not applicable, please disregard.
  • Application of Insurance - Home and/or Auto
  • Subscription Agreement - Home and/or Auto
  • Medical Expense Waiver - Home and/or Auto (if no coverage selected)
  • Affinity Occupational Discount (if applicable)
You are officially good to go here in our Agency! You will only hear from us now as needed.
 

This email is sent to {email} by:
{{CompanyName}} {{Address}}