Hi {first_name}!

It’s official! You are the newest member of the (Name of Agency / Agent ) family of Insureds! We thank you for your trust and look forward to helping you prepare for the best life has to offer while protecting you from the worst life can throw at us. Over the course of the next week you are going to be receiving some emails, calls, and text messages from us to help you settle in over here.
 
Once this first week is behind us, you will hear from us far less frequently. First we need to help you transition away from your previous carrier, get settled in, and help you understand how to best receive help from us as needed.
 
First things first – you want to put our Agency text line in your phone. It is (your number) – but you will be hearing from us later if you want to just add it to your contacts at that time.
 
We are open (insert your hours) and can be reached after hours on our text number up until (time)
After that you can always call (back office).

We will catch up more tomorrow {first_name} !

Best,
 
Your Name
Your title

To unsubscribe from all future emails {unsubscribe}
To update your contact information please {contact_info_update}

This email is sent to {email} by:
{{CompanyName}} {{Address}}