Hey {first_name},

This is it!  The last of the "Welcome to the Agency" emails!  I wanted to make sure we have applied all discounts available and that we have gotten all docs back to make your transition smooth.

Here is a list of possible discounts for future reference (many of these you are already taking advantage of!
  • Auto/Home/Renters/Umbrella Bundling Discount
  • Safe Driving App
  • Low Mileage Discounts
  • Occupational Discounts
  • Good Student Discount
  • Early Shopper Discount
Here are all the forms I need back from you.  If you have already e-signed these, please disregard.
  • Application
  • Payment Authorization
You are officially good to go here in our agency.  You will only hear from us as needed, but please don't hesitate to reach out should you have questions or concerns at anytime!  If you have not already done so, put my office text line in your phone for quick access.  It is 720-594-4042.

Have a GREAT day!
Amy
Your Insurance Lady
 







 

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amy@insurancelady.me

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