Some conversations with your commercial customers require more than an email.
A personalized letter gives you another way to reach business clients with information that matters, whether you’re preparing them for an upcoming renewal or introducing coverage they may want to consider.
And with ClientCircle, sending a letter doesn’t mean printing, stuffing, stamping or making a trip to the post office. Simply upload your letter and choose the recipients. We take care of the rest.
Here are two commercial insurance letter templates you can customize and start using today.
Commercial renewal letter
Renewal is an opportunity to do more than simply deliver new policy documents. Reaching out ahead of time gives you a chance to reconnect, learn what has changed in your client’s business and make sure their coverage still reflects their needs.
Dear Mary,
Your upcoming insurance renewal is a good opportunity to make sure your coverage continues to keep pace with your business.
A lot can change over the course of a year. You may have added employees, purchased equipment, expanded your operations, changed locations or started offering new products or services. Even smaller changes can affect your insurance needs.
Before your renewal, I’d like to review your current coverage with you and talk through anything that has changed since we last connected.
Please give me a call at 555-555-5555 or email me at Dan@jurgensinsurance.com to schedule a quick review.
Thank you for trusting Jurgens Insurance to help protect your business. We appreciate the opportunity to continue working with you.
Best,
Dan Jurgens
Jurgens Insurance
Commercial cyber cross-sell letter
Cyber risks aren’t limited to large companies. Businesses of all sizes rely on technology, store sensitive information and communicate electronically with customers, employees and vendors.
A letter can help start a conversation with commercial clients who may not currently carry cyber coverage.
Dear Jim,
Your business probably relies on technology every day, from email and online payments to customer records, employee information and the systems you use to keep things running.
But what happens if that information is compromised or your systems are disrupted by a cyberattack?
Cyber insurance can help protect your business from the financial impact of certain cyber incidents.
Depending on the policy, coverage may help with expenses related to data breaches, ransomware, business interruption, recovery efforts and other related losses.
Every business has different risks, so I’d be happy to talk through how cyber coverage works and whether it makes sense for you.
If you’d like to learn more, call me at 555-555-5555 or email me at Dan@jurgensinsurance.com.
Best,
Dan Jurgens
Jurgens Insurance
Put letters into your client communication mix
These are just two ways your agency can use letters with commercial clients.
You can also send letters for onboarding, claims follow-ups, coverage reviews, renewals, market updates, policy changes and other conversations where a more personal touch can make a difference.
And letters don’t have to stand alone. Add letters to automated, multi-step campaigns alongside email and text messages to reach clients in different ways without creating more work for your team.