Hi {first_name},

 

Our records show we are still missing important information to ensure your insurance policies are issued correctly. 

 

Please complete the following within the next day or text/email us with any hiccups with this process:

*****EDIT the list to reflect what the customer is ACTUALLY missing

 
- Complete the e-signature process for all new policies started with Rise - you should have received these in separate emails, with an easy-to-complete docusign request
- Send a copy of the most recent grade card to the ladies at Rise for any household driver that is age 24 and under - they could be receiving a good student discount!
- Send a copy of your jewelry and/or high-value item appraisals to the gals at Rise - this appraisal needs to have been completed within the last 3 years.

- Send a copy of your completion certificate for your defensive driving course to the team at Rise - you could be getting a discount for this training if the course was completed within the last 3 years!
- Complete your monitored driving discount program setup - this should be either an app on your phone, device in your car, or both!

 

Here are our email addresses for reference, just in case!

Lyndsey - lyndsey@riseinsuranceohio.com

Jordan - jordan@riseinsuranceohio.com 

 

We greatly appreciate your attention to this time sensitive matter!

 

Thank you,

 

Lyndsey & Jordan 

 
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Rise Insurance Ohio

614-586-7454

Email Us!

RiseInsuranceOhio.com
Make an appointment with us:
View Lyndsey's Calendar
View Jordan's Calendar

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