Hey {first_name},
 
This is it! The last of the “Welcome to our Agency” emails!
 
We wanted to make sure that we have applied all discounts available and that we have gotten all the documents back in order to make your transition 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 AVAILABLE DISCOUNTS
 
Here are all the forms we need back from you. If you have already signed them and sent them back disregard.
LIST THE DOCS THEY NEED
  • Payment plan
  • ACORD FORM
  • INSPECTION
  • Etc
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 phone number in your contacts (you can call or text us at that number) and we will talk to you soon!

Suzy
Kopitsky Insurance Agency
570-580-4845

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