Home » CMS Templates » Letter and Email Templates

Letter and Email Templates

Embracing technology together.

Better together.

Home » CMS Templates » Letter and Email Templates

Disclaimer: the templates listed here were provided by HawkSoft users to share information with fellow HawkSoft users. You may find that the templates would not be accurate for your agency. Please read carefully and use at your own risk. Once you have copied the template into your HawkSoft system, feel free to modify it to your liking.

All templates are saved in two formats: Letter Format (RTF) and Email Format (HTML). It is important to copy from the correct format for the formatting and merge fields to work properly. CMS Merge fields are inserted in the template for your convenience.

All templates have been subjected to a virus scan prior to upload. However; we strongly recommend running a virus scan on all items you download as a general rule.

Instructions Templates

Instructions

Click Letter or Email to view the template. This will automatically download a copy into your Downloads directory and display the template at the bottom of your browser using the default program on your computer to view RTF files.

Click on the file name at the bottom of your browser to view.

If you would like to add this letter to your HawkSoft system, open CMS and go to the Settings button and select Correspondence Templates.

On the left side, select either Form Letters or Email.

Click the Import button in the lower right corner.

Browse to the downloads directory, highlight the template and click Open.

You will receive a message "Imported 1 template(s)." Click OK.

The imported template will appear on your list, use the Rename button to give it an agency specific name and the use the Edit button to customize the template to your agency.

Letter and Email Templates

Accounting

Receipt Attached (P/C) 03/11/2019
– Letter Format (RTF)
– Email Format (HTML)

Audit

Audit Attached (C) 12/17/2018
– Letter Format (RTF)
– Email Format (HTML)
Audit Report not Received Markel Work Comp (C) 03/11/2019
– Letter Format (RTF)
– Email Format (HTML)
Flat No Additional Premium or Return Premium (C) 12/11/2018
– Letter Format (RTF)
– Email Format (HTML)
General Liability—Additional Premium (C) 12/17/2017
– Letter Format (RTF)
– Email Format (HTML)
Past Due Audit Report (C) 12/14/2018
– Letter Format (RTF)
– Email Format (HTML)
Premium Returned to Company (C) 12/17/2018
– Letter Format (RTF)
– Email Format (HTML)
Workers Compensation Direct Bill Additional Premium (C) 12/12/2018
– Letter Format (RTF)
– Email Format (HTML)
Workers Compensation Direct Bill Return Premium (C) 12/11/2018
– Letter Format (RTF)
– Email Format (HTML)

Binder

Binder is Attached (P/C) 05/27/2019
– Letter Format (RTF)
– Email Format (HTML)

Cancellation

Cancellation Courtesy Letter (P/C) 02/25/2020
– Letter Format (RTF)
– Email Format (HTML)
Client Leaving Agency (P/C) 05/23/2019
– Letter Format (RTF)
– Email Format (HTML)
Courtesy Letter (P/C) 12/14/2018
– Letter Format (RTF)
– Email Format (HTML)
Courtesy Letter (P/C) 05/21/2019
– Letter Format (RTF)
– Email Format (HTML)
Courtesy Letter—Non-Payment: Bilingual (P/C) 03/12/2019
– Letter Format (RTF)
– Email Format (HTML)
Notice of Reinstatement (P/C) 03/12/2019
– Letter Format (RTF)
– Email Format (HTML)
Policy Cancelled for Non-Payment (P/C) 05/19/2019
– Letter Format (RTF)
– Email Format (HTML)
To Other Carrier—Insured Cancelled Policy
– Letter Format (RTF)
– Email Format (HTML)

Certificate

Certificate of Auto Insurance Attached (P/C) 05/27/2019
– Letter Format (RTF)
– Email Format (HTML)
COI Confirmation (C) 12/17/2017
– Letter Format (RTF)
– Email Format (HTML)
COI to Certificate Holder (C) 12/13/2018
– Letter Format (RTF)
– Email Format (HTML)
COI to Insured Only (C) 12/13/2018
– Letter Format (RTF)
– Email Format (HTML)
Update Certificate Holder List (C) 12/13/2018
– Letter Format (RTF)
– Email Format (HTML)
Update Certificate Holder List (C) 12/17/2018
– Letter Format (RTF)
– Email Format (HTML)

Claim

Adjustor Assigned (P/C) 05/21/2019
– Letter Format (RTF)
– Email Format (HTML)
Other Party Insurance Info Request—Bilingual (P/C) 03/13/2019
– Letter Format (RTF)
– Email Format (HTML)
Request for Accident Report (P/C) 03/12/2019
– Letter Format (RTF)
– Email Format (HTML)
To Company—Loss Notice Attached (P/C) 05/27/2019
– Letter Format (RTF)
– Email Format (HTML)

Holiday

Thanksgiving Letter (P/C) 12/14/2018
– Letter Format (RTF)
– Email Format (HTML)

Marketing

Add UM/Med Pay After Accident—Bilingual (P) 03/12/2019
– Letter Format (RTF)
– Email Format (HTML)
Are You Fed Up? (C) 03/11/2019
– Letter Format (RTF)
– Email Format (HTML)
Auto No Home (P) 12/17/2017
– Letter Format (RTF)
– Email Format (HTML)
BOP (C) 12/17/2018
– Letter Format (RTF)
– Email Format (HTML)
Cross Sell Auto No Home (P) 12/14/2018
– Letter Format (RTF)
– Email Format (HTML)
Cyber Liability (C) 12/17/2018
– Letter Format (RTF)
– Email Format (HTML)
Home No Auto (P) 02/25/2020
– Letter Format (RTF)
– Email Format (HTML)
Life & Health Cross Sell (P) 12/17/2018
– Letter Format (RTF)
– Email Format (HTML)
Life Insurance—Life Changes (P) 12/17/2018
– Letter Format (RTF)
– Email Format (HTML)
Monthly Prize Drawing (P/C) 05/19/2019
– Letter Format (RTF)
– Email Format (HTML)
No Home—One-Stop Shopping (P)
– Letter Format (RTF)
– Email Format (HTML)
Refer your Friends (P/C) 03/14/2019
– Letter Format (RTF)
– Email Format (HTML)
Refer your Friends—Spanish (P/C) 03/14/2019
– Letter Format (RTF)
– Email Format (HTML)
Remarketing a Prior Customer—Bilingual (P/C) 03/12/2019
– Letter Format (RTF)
– Email Format (HTML)
Request an Auto Quote (P) 12/17/2017
– Letter Format (RTF)
– Email Format (HTML)
Request for Referral (P/C) 12/14/2018
– Letter Format (RTF)
– Email Format (HTML)
Thank You for Referral (P/C) 12/17/2018
– Letter Format (RTF)
– Email Format (HTML)
Thank You for Referral (P/C) 05/21/2019
– Letter Format (RTF)
– Email Format (HTML)
Thank you for referral to a West Bend Mutual Client (P/C) 05/27/2019
– Letter Format (RTF)
– Email Format (HTML)
Work Comp Public Records (C) 03/11/2019
– Letter Format (RTF)
– Email Format (HTML)

New Business

Acknowledgement of Coverage Requested (P) 03/11/2019
– Letter Format (RTF)
– Email Format (HTML)
Agency Contact Info to Prospect (P/C) 03/13/2019
– Letter Format (RTF)
– Email Format (HTML)
Application Requires Signature (P/C) 12/11/2018
– Letter Format (RTF)
– Email Format (HTML)
Auto Quote Questions (P) 05/27/2019
– Letter Format (RTF)
– Email Format (HTML)
Auto Requote (P) 12/17/2018
– Letter Format (RTF)
– Email Format (HTML)
Binder Request to Underwriter (P/C) 03/13/2019
– Letter Format (RTF)
– Email Format (HTML)
Broker of Record (P/C) 03/11/2019
– Letter Format (RTF)
– Email Format (HTML)
Confirmation of Binding (P/C) 12/13/2018
– Letter Format (RTF)
– Email Format (HTML)
Handyman Limitation Disclosure (C) 03/13/2019
– Letter Format (RTF)
– Email Format (HTML)
Home Quote Questions (P) 05/27/2019
– Letter Format (RTF)
– Email Format (HTML)
Letter of Regret to Underwriter (P/C) 12/14/2018
– Letter Format (RTF)
– Email Format (HTML)
Letter of Regret to Underwriter (C) 12/14/2018
– Letter Format (RTF)
– Email Format (HTML)
Motor Carrier Permit—Vehicle List (C) 03/13/2019
– Letter Format (RTF)
– Email Format (HTML)
Opt-In for Homeowners (P) 12/13/2018
– Letter Format (RTF)
– Email Format (HTML)
Opt-In for Homeowners (P) 03/11/2019
– Letter Format (RTF)
– Email Format (HTML)
Policy Attached (P/C) 12/13/2018
– Letter Format (RTF)
– Email Format (HTML)
Policy Enclosed (C) 02/25/2020
– Letter Format (RTF)
– Email Format (HTML)
Proof of Insurance Enclosed (P) 02/25/2020
– Letter Format (RTF)
– Email Format (HTML)
Rewrite Wrap-up (P) 12/14/2018
– Letter Format (RTF)
– Email Format (HTML)
Wisconsin Work Comp No Payroll (C) 05/19/2019
– Letter Format (RTF)
– Email Format (HTML)

Policy Change

Endorsement Attached (P/C) 12/17/2018
– Letter Format (RTF)
– Email Format (HTML)
Newly Acquired Vehicle Coverage (P) 03/12/2019
– Letter Format (RTF)
– Email Format (HTML)
Signature Required (P/C) 12/14/2018
– Letter Format (RTF)
– Email Format (HTML)
Temporary Vehicle ID Card (P) 05/27/2019
– Letter Format (RTF)
– Email Format (HTML)
To Company – Remove Named Insured from Policy (P/C) 05/23/2019
– Letter Format (RTF)
– Email Format (HTML)
Vehicle Comp Only (P/C) 05/21/2019
– Letter Format (RTF)
– Email Format (HTML)
Vehicle Coverage Deleted (P/C) 05/23/2019
– Letter Format (RTF)
– Email Format (HTML)
Vehicle Coverage Reduced (P/C) 05/23/2019
– Letter Format (RTF)
– Email Format (HTML)
Vehicle Coverage Removed (P/C) 05/21/2019
– Letter Format (RTF)
– Email Format (HTML)
Vehicle List Update (P/C) 03/11/2019
– Letter Format (RTF)
– Email Format (HTML)

Renewal

Additional Insured Policy Expiration Notice (C) 03/13/2019
– Letter Format (RTF)
– Email Format (HTML)
Annual Policy Review Request—Bilingual (P/C) 03/12/2019
– Letter Format (RTF)
– Email Format (HTML)
Driver List (P/C) 03/11/2019
– Letter Format (RTF)
– Email Format (HTML)
Home Deductible Increase (P) 02/25/2020
– Letter Format (RTF)
– Email Format (HTML)
Non-Renewal -Agency Discontinued Writing for Company (P/C) 05/23/2019
– Letter Format (RTF)
– Email Format (HTML)
Not-for-Profit Check-Up (C) 12/17/2017
– Letter Format (RTF)
– Email Format (HTML)
Policy Attached—Direct Bill (P/C) 12/17/2018
– Letter Format (RTF)
– Email Format (HTML)
Policy Attached (P/C) 12/17/2018
– Letter Format (RTF)
– Email Format (HTML)
Renewal Attached (P/C) 12/14/2018
– Letter Format (RTF)
– Email Format (HTML)
Renewal Reminder to Client—Bilingual (P/C) 03/12/2019
– Letter Format (RTF)
– Email Format (HTML)
Update Info—Annual Sales and Rental Income (C) 12/17/2017
– Letter Format (RTF)
– Email Format (HTML)
Update Info—Receipts and Payroll (C) 12/17/2017
– Letter Format (RTF)
– Email Format (HTML)

Service

Additional Insured Info Request (P/C) 03/11/2019
– Letter Format (RTF)
– Email Format (HTML)
Authorization Permission (P/C) 05/19/2019
– Letter Format (RTF)
– Email Format (HTML)
Auto Low Limits (P) 02/25/2020
– Letter Format (RTF)
– Email Format (HTML)
Complete your Progressive Paperless Enrollment for Discount Letter (P/C) 05/27/2019
– Letter Format (RTF)
– Email Format (HTML)
Fax Cover Sheet (P/C) 05/19/2019
– Letter Format (RTF)
– Email Format (HTML)
Good Student Discount (P) 02/25/2020
– Letter Format (RTF)
– Email Format (HTML)
Good Student Discount (P) 05/19/2019
– Letter Format (RTF)
– Email Format (HTML)
Home Age of Roof (P)
– Letter Format (RTF)
– Email Format (HTML)
ID Card Enclosed (P/C) 05/19/2019
– Letter Format (RTF)
– Email Format (HTML)
Permission to Text (P/C) 03/12/2019
– Letter Format (RTF)
– Email Format (HTML)
Please Review Vehicles (P/C) 05/27/2019
– Letter Format (RTF)
– Email Format (HTML)
Reinstating Vehicle with American Collectors (P) 05/19/2019
– Letter Format (RTF)
– Email Format (HTML)
Renewal Review #1 (P) 05/20/2020
– Letter Format (RTF)
– Email Format (HTML)
Renewal Review #2 (P) 05/20/2020
– Letter Format (RTF)
– Email Format (HTML)
Review our Agency (P/C) 03/13/2019
– Letter Format (RTF)
– Email Format (HTML)
Risk Assessment (P) 05/27/2019
– Letter Format (RTF)
– Email Format (HTML)
To Carrier—Cancel EFT (P/C) 05/21/2019
– Letter Format (RTF)
– Email Format (HTML)
To Financial Advisor – Customer Referral (P/C) 05/27/2019
– Letter Format (RTF)
– Email Format (HTML)
West Bend Mutual Discount (P/C) 05/27/2019
– Letter Format (RTF)
– Email Format (HTML)

Letter and Email Templates - Closeup View of a Young Woman Wearinig Glasses Writing a New Email Message on Her Laptop

Contact Us

Want to learn more about HawkSoft User Group? Get in touch with us!

Get in Touch

Letter and Email Templates

Embracing technology together.

Better together.

Accounting

Audit

Binder

Cancellation

Certificate

Claim

Holiday

Marketing

New Business

Policy Change

Renewal

Service

Contact Us

About HawkSoft User Group

Already a HUG Member?

Not a HUG Member?

Our Events