RE: Company: <<Pol_Company:PC>> Policy Number: <<Pol_PolNum>>

Dear <<Input:Salutation Name>>:

Good news! We have issued your new insurance policies and have submitted the cancellation request to your previous carrier. There are a couple of important items to review as we wrap up your file:


First, you should receive notice that your previous policies have been cancelled within the next 2 weeks. If not, please let us know, and we will resubmit the request. We typically will not receive confirmation from your previous carrier unless the policy was written by our agency.


Second, if you escrow insurance payments with your mortgage, you may be receiving a refund from your previous carrier for your homeowners insurance. This refund may need to be used to pay for your new policy. The funds will either need to be sent directly to the new insurance carrier, or returned to your escrow account. This can get complicated, but our staff is well versed in the steps needed to resolve this. When you receive your refund check, please contact me, and I'll help you determine the next steps.


Third, I have attached a copy of your temporary auto ID cards. Please print these off and place in your vehicles. You will receive permanent cards along with the policy documentation.


Lastly, we are all here to help you if you ever have questions. Since I am your account manager, I will be your first point of contact if you ever need help with billing, policy changes, coverage questions, claims, etc. 


Thank you so much for the opportunity to meet your insurance needs. Please feel free to contact our office with any questions or concerns you might have! We are always happy to help!


<<User Name>>
<<User_Notes>>, <<Agncy_Name>>
<<Agncy_Address>>, <<Agncy_City>>, <<Agncy_State>>  <<Agncy_Zip>>
Phone:<<Agncy_Phone>>  |  Fax: <<Agncy_Fax>>