Standard Contact Schedule When Prospects are Quoted

The following page is part of our September 2007 Newsletter Getting Customers: Converting, Going Where They Are, Providing Altertnatives

I really appreciate the opportunity to provide you a quote for your personal automobile insurance and look forward to delivering the best possible combination of service, protection, education and convenience. I thought now might be a good time to introduce to some valuable web site resources we make available to our customers and their friends. You may visit and use any of our web site resources anytime at http://demo.cfluent.com but you may find the following of particular interest:

I have another resource that might be of interest to you as you consider our proposal for your personal automobile insurance. We think reviewing our customers changing needs and insurance program is important but sometimes it might be hard for you to find the time to stop in or make a phone call. That's why we offer the interactive Annual Review Wizard for your convenience. You can check it out, even though we are not yet providing your auto insurance, at:
https://www.cfluent.com/plins/forms/index.php?pg=5&ar=ar&agencyid=demo1

I'm also including a copy of the resource links from my earlier email, just in case you have lost track of it. I think you will agree that our agency can deliver the best possible combination of service, protection, education and convenience. You may visit, use and share any of our web site resources anytime at www.demo.cfluent.com but you may find the following of particular interest:

Last year about this time I had the privilege to provide you a quote and proposal for your personal automobile insurance. The advantage the independent agent is that we represent many insurance companies and always have competitive alternatives for you to consider. We often find our customer's insurance needs change year to year so we have invested in some on line tools to help you assess what your insurance program currently needs to protect. You can save your results for future review or discussion. I'll give you a call this week to discuss the best way to protect your assets, income and lifestyle or feel free to contact me anytime if I can help or be of any assistance.

I appreciate the opportunity to provide you a quote for your home insurance and look forward to delivering the best possible combination of service, protection, education and convenience. I thought now might be a good time to introduce to some valuable web site resources we make available to our customers and their friends. You may visit and use any of our web site resources anytime at www.demo.cfluent.com but you may find the following of particular interest:

I have another resource that might be of interest to you as you consider our proposal for your homeowner insurance. We think reviewing our customers changing needs and insurance program is important but sometimes it might be hard for you to find the time to stop in or make a phone call. That's why we offer the interactive Annual Review Wizard for your convenience. You can check it out, even though we are not yet providing your auto insurance, at:
https://www.cfluent.com/plins/forms/index.php?pg=5&ar=ar

I'm also including a copy of the resource links from my earlier email, just in case you have lost track of it. I think you will agree that our agency can deliver the best possible combination of service, protection, education and convenience. You may visit, use and share any of our web site resources anytime at www.demo.cfluent.com but you may find the following of particular interest:

Last year about this time I had the privilege to provide you a quote and proposal for your homeowner insurance. The advantage the independent agent is that we represent many insurance companies and always have competitive alternatives for you to consider. We often find our customer's insurance needs change year to year so we have invested in some on line tools to help you assess what your insurance program currently needs to protect. You can save your results for future review or discussion. I'll give you a call this week to discuss the best way to protect your assets, income and lifestyle or feel free to contact me anytime if I can help or be of any assistance.

I appreciate the opportunity to provide you a quote for your business insurance and look forward to delivering the best possible combination of service, protection, education and convenience. I thought now might be a good time to introduce to some valuable web site resources we make available to our business clients. You may visit and use any of our web site resources anytime at http://demo.cfluent.com but you may find the following of particular interest:

Have you had a chance to consider the quote proposal for your business insurance? You can reach me at your convenience if there are any questions I can answer. In the meantime, I wanted to draw your attention to a commonly overlooked but vitally important business insurance: Business Interruption. If an insured event sidelines your business for a period of time you will still need to pay bills including loan payments, rents, payroll and vendor obligations. Business interruption insurance makes it possible to cover the costs of your business even when your income is temporarily halted. You can read more about it on our agency web site. There is a link to a few related articles below.

Last year about this time I had the privilege to provide you a quote and proposal for your business insurance. The advantage of an independent agent is that we represent many insurance companies and always have competitive alternatives for you to consider. We think it is important to help you review your business' changing needs and welcome the chance to do that with you. I'll follow up by phone this week to see when it might be convenient for you to do that. In the meantime I thought it might be beneficial for you to take a quick look at a few web site articles about important but sometimes overlooked business risk exposures.

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Confluency Solutions specializes in solutions that generate growth through high customer satisfaction. Easy to implement technology combined with traditional independent agency strengths vault your agency into the ranks of the top performers. Confluency Solutions provides complete business solutions, not just technology. We free you up to compete at an advantage, with any size competitor, in a way that just isn't possible without the right tools and without knowing how best to use them. Confluency Solutions makes the web work.
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