Afternoon {first_name},

Contacting you to schedule a policy review. It's nice to get together every so often, to make sure we have all available discounts applied to your account, discuss any changes that may have taken place; and most importantly, I want to make sure we are on the same page regarding your coverage.

If you could please give Renee a call at the office, she will be happy to schedule a date and time that works best for us to meet. Or for your convenience, here is a link to my calendar for you to schedule a time that works best. The link allows you to choose the time, location, & you can even do the review via Zoom Virtual Call!

Schedule a Policy Review


I look forward to speaking with you soon

Thank you in advance,

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