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Personal Lines Client Pieces

— Tell them more about you and boost your core products . . .

 

Thank your new customers and tell them about other ways you can help

 

Thanks for your business

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— They won't know what else you can do if you don't tell them We do it all

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— Tell them about your Independence and your ability to to shop the market to find the best protection products to suit their needs.

We are independent

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— Explain the advantages of Umbrella Liability, that extra level of protection at very affordable rates.

Umbrella Liability

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— Explain the potential value and savings by Bundling Auto, Homeowners and Umbrella Liability with the same carrier.

Home & Auto Bundle

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— Another invitation to consider bundling policies to save money.

Annuity-Funded Life Insurance

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Communication Begets Retention

PERSONAL LINES

Tell your existing customers more about the products and services you offer. Do they know about bundling or umbrella liability. Do they know that you can help them with their Life Insurance Planning?

COMMERCIAL LINES

Your Commercial Clients should know that in addition to Workers Comp, Property, Liability, etc. you can help them with key employee retention, succession, retirement planning and more.

LIFE INSURANCE

Educational communication peices and research tools including your own client-facing Life Insurance 101 website enabling cleints to do needs analysis, comparison quoting and applying for coverage.

DISABILITY INSURANCE

You protect their home, car and life. Why not protect the thing that pays for it all, their paycheck? Consumers understand the risk of accidents, but deny the possibility that an illness might interupt their income.