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 credits available and that we have received all docs back to make your transition over to us as smooth as possible.
 
Here are a list of all the discounts we can offer you and what we need to give that discount for you:
  • Multi-Policy
  • Life Multi-Policy
  • Umbrella Multi-Policy
Here are all the forms we need back from you. If you have already signed them and sent them back disregard:
  • Signed application
  • Payment Information
 
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!

Brian Fuller CIC

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