Hi {first_name}, 

We are one month into your new insurance policies so let’s recap.  We have touched upon the big two, communication and claims.  Your new policies have been downloaded. You should have access to your online portal (Client Portal) and mobile app; by now, we should also be connected via Facebook and LinkedIn.

Communication Summary:
  • The Client Portal & mobile app provides direct access to your policies and our teams.
  • Facebook and or LinkedIn provides you with direct access to me.
  • The main office line is 508-366-4894 - option 1 for personal insurance; option 2 for Commercial Insurance.
  • Skip the phone tree altogether:
Claims Summary:
  • You are not required to submit a claim immediately; taking a day or two to organize yourself is beneficial. 
  • Take the necessary actions to be safe and prevent further damage or injury. 
  • Contact our office in any way you prefer. I or someone from our team will respond. 
Knowing whom to contact and how is an essential bit of information in any new business relationship. Now that we have beat that drum a few times over the past month, we can start to turn our attention to offering you information on how to get the most out of this relationship. 

 
In this together,  
Patrick Tobiasson, LIA, AAI-M, CLCS, CPIA
Managing Partner
Licensed Insurance Advisor
Accredited Advisor in Insurance Management
Commercial Lines Coverage Specialist
Certified Professional Insurance Agent

Dolan & Maloney Insurance Agency
508-366-4894

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