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Annual Policy Review Reminder

Updated: Oct 5, 2022

Sending an annual policy review reminder is a great way to generate more sales. As some customers may overlook it as they are caught up with other matters, a policy review reminder may trigger them to purchase additional policy.

Even if no sales come out of it, it is a great branding exercise for you to get your name at the top of the customer's mind as well as reinforce that your customer service standard is way up there.


Subject: Annual Policy Review Reminder

Dear [NAME],

How is your year going so far?

It's hard to believe that half the year has already passed! Doesn't time fly when you're having fun? Or maybe it's just me, and I'm having too much fun!

But as we all know, things can change pretty quickly in life. We grow, our families grow or shrink, we move, we renovate… the list goes on. And with these changes come changes in our financial needs.

I'm writing because I want to make sure your existing plans are still adequate for you and your family’s needs. If you've been thinking about setting up a new policy, or would like to review your current policy and make sure it's still suitable now that your family or assets have changed, please don't hesitate to reply to this email and set up a meeting.

It only takes a few minutes over coffee (or tea!) for us to go through everything and make sure you're covered for all eventualities.

I can't wait to catch up!


[Your name]




P/S: If you would like to set up an email system that can send out thousands of personalised emails to your customers and friends with a few clicks, do check out my email service by clicking here.

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