Free standard annual policy-review letter — professional wording your business can adapt in minutes. Available in English, Español and 中文. Swap the [bracketed] parts, or let KwickPhone fill in your business name automatically.
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Your Annual Insurance Review
It\'s time for your annual insurance review. A lot can change in a year — a new car or driver, home improvements, a business venture, valuables worth scheduling — and any of these can leave you under-protected or paying for coverage you no longer need.
Your current policies with us: [list policies + renewal dates].
In [15] minutes we will: confirm your coverages still match your situation, look for discounts you have earned, and flag gaps (flood, umbrella, life) before a claim finds them.
Reply to this message or call [phone] and we will set a time. If we don\'t hear from you, your coverage simply continues as is.
Su Revisión Anual de Seguros
Es hora de su revisión anual de seguros. Mucho puede cambiar en un año — un auto o conductor nuevo, mejoras al hogar, un negocio, objetos de valor — y cualquiera puede dejarlo desprotegido o pagando cobertura que ya no necesita.
Sus pólizas actuales con nosotros: [lista + fechas de renovación].
En [15] minutos vamos a: confirmar que sus coberturas siguen correctas, buscar descuentos ganados y señalar brechas (inundación, paraguas, vida) antes de que un reclamo las encuentre.
Responda este mensaje o llame al [teléfono] y agendamos. Si no responde, su cobertura simplemente continúa igual.
⚖️ These templates are general starting points, not legal advice. Rules differ by state and by business — have your attorney review your final wording before you use it.
Send it for signature by text — free
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