Dear {first_name},

It has been almost a year since the last time we reviewed our relationship here with you - we were hoping to get together to make sure you currently have the best policy and that you are not paying for coverages you may no longer need. We also want to check into finding some more discounts for you - schedule yourself on our calendar here https://calendly.com/kristenmaurice.

We look forward to seeing you here soon! If you have no interest in coming in, we can come to you or also conduct the review via video call over Zoom!

Looking forward to it!

Kristen Maurice
Advocate Insurance
615-919-1009