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