Apr 18 • Appointments
F💯ollow-up text after a policy is in place
Policy Approval Text or Email
[Client name],
First, I want to congratulate you again on qualifying with our premier company, providing the best protection for families well over 100 years.
Important Reminders:
Your policy will be delivered within 1-2 weeks.
Your Policy #: AM01521490
Insurance Provider: [Carrier]
Insured: [client name]
Beneficiary: [name]
Face Amount: $12,000.00
Monthly Premium: $96.69
Monthly Draft: 01/21/2023
Why: to cover funeral and final arrangements so [beneficiary name] doesn't have to.
Nobody should be contacting you about your coverage or policy. If any other agent does - be sure to give them my information and I am happy to speak with them.
Be sure to save my information - if anything changes in the future or you have any questions - do not hesitate to reach out!
I am grateful to be able to serve you and your family [name] . I look forward to speaking with you soon.
Best,
Drake Stratton
7
3 comments
F💯ollow-up text after a policy is in place
skool.com/petersonagency
Symmetry Financial Group
Leaderboard (30-day)
1
+2
2
+1
Powered by