{first_name} Thank you for trusting us! 

There are a couple of things we need to go over. 

Every year, things change, and it's important for us to make sure that your accounts are up to date. Before we get into that, I personally want to thank you again, your continued trust and continued relationship means a lot to me. 
Here are some things that we need to make sure we go over for your renewal. 
1. We need to get the quick form filled out to make sure your account is up to date. 
https://andersa9.wufoo.com/forms/s1klhmxu1kmunap/

2. The form also makes us aware of the changes this year, that may not seem big to you, don't put you in a really tough exposure spot. 

3. We will need to talk to go over your renewal at least a couple days out from when you finished this form.