Hi {first_name},
 
It’s that time of year! Time to take a second to make sure your insurance policies are still protecting you as they should. Take a minute to review the following questions. Respond to this email to let us know if anything has changed.
 
Home
 
1.   Have you done any remodeling on your home recently?  
 
2.   Is your home currently under any major renovation? 
 
3.   Have you purchased any new property?      
 
4.   Have you changed mortgage companies or paid off any loans recently?  
 
5.  Have you installed any security systems in your home? 
 
6.  Would you like quotes for higher deductibles? 
 
7.  Do we have both our home and auto insurance so you can get the multi-policy discount? 
 
8. Are you planning on selling, buying, or refinancing a home in the next 12 months?
 
 
         Valuable Articles    
 
 
1.    Have you purchased any new items of jewelry recently? 
 
2.    Have you acquired any new art work recently?   
 
3.    Have you taken photos of all your valuables and kept them in a remote location in case of loss? 
 
4.    Do you own any collectibles or memorabilia that you might want to insure? 
 
5.    Would you like an agent to contact you to discuss the benefits of scheduled valuable items? 
 
 
   Automobile
 
1.    Are all the drivers in your household listed on your policy? 
 
2.    Have any youthful operators recently been licensed?
 
3.    Have you purchased any new autos recently?  
 
4.    Would you like quotes on higher deductible options? 
 
5.    Any recreational vehicles?  If yes, please list:
 
Simply respond to this email with any changes or questions. We are here to help!
 
Best,
 
Brian, Tammie, and Nikki