Scripts and Template Text

Commercial Lines:

Commercial Renewal Underwriting Update

This is {agent.firstName} with Reed Insurance.

I am working on your insurance renewal and I need to verify or update some information.

Please confirm this is the best info:

Cell Phone: {contact.phone}

Email Address: {contact.email}

Please provide current information:

Annual Gross Sales (or revenue): $

Annual Gross Payroll: (exclude owners): $

Any change in operations from this past year?

 

Thank you,

 

{agent.name}

iaBlueprint

Commercial Renewal Notification

Your liability is set to renew on ____. The renewal premium will be ___.

I’ve set you up on payments again this year, the down payment will be ____.

 

In a separate email will be the proposal for you to review along with the application to sign.

Please see below payment link for your liability down payment:

 

Thank you,

 

{agent.name}

iaBlueprint

Commercial: E-signed Received but NO Payment

Thank you for completing the e-sign applications.


We will renew your insurance once we receive your payment.


Below is the link you will use to process your renewal payment:

Thank you,

iaBlueprint

Commercial: Payment Received but NO E-sign

Thank you for the payment for your insurance.

To complete the renewal of your insurance, we will need the applications to be signed. I have resent the e-sign applications to your email in a separate email. You will be able to sign your applications on your computer, smartphone, or tablet.

Please take a few minutes to complete those now so I can renew your insurance.

Thank you,

iaBlueprint

Commercial: Reminder of E-sign and payment link

Send original Email but add in the subject line and at the top of the body of the e-mail.

Commercial Renewal – E-Sign And Payment Link

This is {agent.firstName} with Reed Insurance.


I’ve sent you two emails regarding the renewal of your insurance. One is where you can review and sign the renewal documents and the second has the link where you can make a down payment.


If you have any questions or if there is anything that I can do to help, please let me know.


Thank you,


{agent.name}

Reed Insurance

Commercial Insurance Expired

{contact.firstName}


Please note, your insurance has expired as of MM/DD/YYYY.


I have sent both email and text message reminders on three occasions.


WE CAN STILL RENEW YOUR INSURANCE. But there will be a lapse in coverage.


Please respond or call our office, and we will begin the process.


If you no longer need this coverage, please let us know.


Thank you,

Reed Insurance