Hi {first_name}!

Has is really been a month already? We hope it's been a smooth and rewarding transition for you, and want to know if there's anything we can do to make your time with us even better.

Please keep us in mind for all of your insurance needs. We offer a wide range of insurance products, but if we don't offer what you need, then we will be happy to refer you to someone else that can help. Here is a list of everything that I can help with:

If you know anyone who may need any of those, you can always refer them to me here. You may also receive a little "Thank you" in the mail as well (shhhhhhh!).