I noticed your policy {{policy_number}} policy is up for renewal in {{daysleft}} days and I want to touch base with you about it.
Let's do a quick coverage checkup. Here's how it works:
A few times each year I ask my clients what (if anything) has changed in their business. This helps me recommend fixes for gaps in your coverage, or see if you are over-covered where you might not need to be.
Here are just a few examples of the types of changes that could require an adjustment of your insurance protection plan:
Significant payroll changes Bought or sold any equipment, cars, trucks, etc. Noticeable revenue changes (from sources like commissions, royalties, etc.) Added a new product or service Paid any losses out of pocket Expanded into a new state Acquired new businesses
If you have had similar events in your business, it may be important to consider these changes and tailor your coverage to include them so you are completely covered for all circumstances. Please hit "Reply" and let me know, even if it's "none of the above". Please consider this an urgent request and respond to me as soon as you can.
Thanks again for trusting us to protect your business. I look forward to hearing from you.
Sincerely,
Agent Name
P.S: Change is not the only reason for us to review your insurance. As hard as I try to protect our clients, we often find that many of them have dangerous gaps that could hurt them financially. Cyber-liability, employee practices liability, business interruption...the list goes on and on. We take your protection seriously. Let us know if you would like a more in depth review of your coverage.