What wording should I use in my Jenesis System Letters?

Hi Guys,

Over the years I have gotten numerous questions as to what people should put in the Communications tab when setting up System Letters.  Here are some examples.

AP  Letter

According to our records your insurance policy has an additional premium due.

If you have made the payment please disregard this notice. If you would like to break this into smaller payments and you have more than one payment left on your installment plan you may be able to finance this additonal premium. Please call or come by the office as soon as possible to discuss your options.

Better Auto Rates

It is almost time for your auto insurance policy to renew for another term.   Because we want to save you money, we are proud to let you know we have shopped your insurance with several other companies our agency represents and have found you a less expensive rate!

Please come by our office BEFORE the renewal date below in order for us to complete some additional paperwork.   Again, we congratulate you on your new lower premium and thank you for making our jobs possible.

 

Happy birthday Letter

Happy Birthday from your friends at Carolina Insurance!  Our advice is simple: have a great birthday!

We appreciate your business and look forward to serving you for another year.

 

Med Sup PostCard

If you are approaching age 65, beyond age 65 or know anyone who is in either of these situations, we can answer your medicare supplement questions and find you the best rate and coverage.

Give Eddie a call today at 828.245.5433 or send him an email at eddie@carolinainsurance.com for more information.

 

Mid Term Cancel

This is a friendly reminder that your insurance policy canceled on the date below. If this information is not correct, please contact our office

If it is correct, you are very important to us!  We want to help you avoid an uncovered loss and DMV penalties and fees.  Please call us today and we will do everything possible to make sure you are covered.

 

New Customer

Hello!  On behalf of the Carolina Team, we are thrilled to have you with us!  We would love to take care of all your insurance, so please give us a call so we can help you with any other quotes.

Send us a referral, get a Carolina t-shirt!  Let us know if there is anything else we can do to help you

 

Non Renew

Have you renewed your policy?

Our records show that your insurance policy has not been renewed. If you sent payment directly to the insurance company, you may disregard this notice.  If you have not renewed your policy, please call us to see what is needed to reinstate your policy.  We may be able to help you avoid penalties and fees.

Please call us today and we will do everything possible to make sure you are covered.

 

Quote Followup

On behalf of the Carolina Team, we are thrilled to have the opportunity to quote your insurance!  We hope we are the agency you choose to take care of all your insurance.

Please let us know if there is anything else we can do to help you and thank you for contacting us

Your friends at Carolina Insurance

 

Quote Referral

Thank you so much for your recent referral!  We have an awesome Carolina T-shirt waiting for you at our office.  Please drop by when you have a moment, so that we can give you your shirt and thank you in person!  Please continue to tell your friends.  We appreciate it very much.  It is a pleasure having you as a customer

Sincerely,

The Carolina Insurance Team

Referral

Thank you so much for your recent referral!  We have an awesome Carolina T-shirt waiting for you at our office.  Please drop by when you have a moment, so that we can give you your shirt and thank you in person!Please continue to tell your friends.  We appreciate it very much.

It is a pleasure having you as a customer!

Sincerely,

The Carolina Insurance Team

 

Remarket Quote

Thank you for allowing us to quote your insurance in the past.  If you are a current customer, we sincerely appreciate your business, and want to take care of all your insurance.  If we can quote other policies for you, please give us a call!

If you are not a current customer, we would love to beat the rate you have now on your insurance.  We think we can.  Give us a call or drop by the office.  We would love to speak with you!

Renewal W/D

We at Carolina Insurance would like to take this opportunity to say a special “Thank You” for allowing us to handle you insurance program.  We would also like to remind you that it will soon be time for your insurance policy to renew. You may pay in full directly to the Insurance Company through the mail, or you may come by the office no later than the due date below to set up your payments in monthly installments.   REFERRAL PROGRAM Ask us how you and your friends can earn extra cash just by getting an insurance quote from our agency.  Please allow us to take this opportunity to thank you for your business. It is a pleasure having you as a customer and we will always strive to service your needs.

 

Renewal W/O DP

It’s almost time to renew your policy!

Reminder: Your policy will cancel on the evening of the date below. After that date, a fee will be required to reinstate your policy.

We welcome you to drop by to renew your policy; however, if it’s easier for you, you are welcome to give us a call and renew by phone!

It is a pleasure having you as a customer!

 

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