Hey <<Cli_FirstNames:PC>>,


Attached are your proof of home insurance and auto ID cards. You can sign up for online access with <<Input:What carrier did you write them with? >> if you’d like – your policy number is <<Pol_PolNum>>.  Reminder, you will want to notify your mortgage company that you have changed insurance providers. They may need some info listed on my attached files.  If they need something faxed or emailed to them, please let me know, and I will handle!

If you ever need anything, please don’t hesitate to call/text/email.  Also, if you’re feeling up to it, I would be forever grateful if you had a minute to write a google review for me (insert a hyperlink to the google review). No worries if not.


You’re good to cancel your insurance effective <<Input:Cancel current insurance effective what date? >>

Thanks again for your business and trust,


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