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
LIST DISCOUNTS:
  • Multi-policy - applies when 2 or more policies are placed with a carriers
  • Automatic payment discount - Policies set up on auto pay with EFT or Credit Card receive great discounts.
  • Professional discount - Many carriers provide discounts based on your profession. Did we go over what you do for a living? Tell me what you do and where you work, an I will see if we can get you any additional discounts.
  • New Roof? If your roof is new, your premiums could go way down.
  • Military and Veteran discounts - Are you active or retired military? Some carriers offer additional discount for current and former service members as a way of saying thank you for your service!
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!

Eric Vandenburg 918-525-0005

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