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 available and that we have gotten all docs back to make your transition over to us smooth.
 
Here are a list of all the discounts we can offer you and what we need to give that discount for you
  • Homeowners or renters discount with current car insurance. Just send us your declaration page for your current home or renters policy and we'll get started to save you money!
  • Car insurance discount with current home or renters. Simply the reverse of the above! If we don't have your car insurance already, send the declaration page
  • If you have a home alarm system that is monitored by a third party company, send us your contract or invoice for an additional discount on your home policy.
Here are all the forms and additional information we need back from you. If you have already signed them and sent them over, disregard.
  • Payment plan signed
  • Policy documents signed
  • Current life insurance policy you have, including company name and phone number, for our records. If something horrible were to happen, your home or auto insurance agent is called first. This allows us to get correct information to those that need it quickly.
You are officially good to go here in our Agency! You will only hear from us now as needed.
If you have not done so already, put our office text line in your contacts and we will talk to you soon!

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