Insurance templates
Agent and policyholder messages: quotes, renewals, claims, documents and client notes. 26 free templates, 6 of them longer notes. Open one to fill in the blanks and copy it.
Agents and brokers
Messages to clients.
- Quote follow-up insurance Snippet After sending a quote. Hi [Client], Thanks for the chance to quote your [Policy type] insurance. Your quote is [Premium] per month,…
- Welcome new policyholder Snippet New client. Hi [Client], Welcome! Your [Policy type] policy [Policy number] starts on [Start date]. Your documents are…
- Renewal reminder Snippet Upcoming renewal. Hi [Client], Your [Policy type] policy renews on [Renewal date]. Your new premium is [Premium]. Has anything…
- Policy review offer Snippet Annual review. Hi [Client], It has been a year since we set up your cover. A quick review makes sure it still fits. Could…
- Missing documents Snippet Asks for paperwork. Hi [Client], To finalise your policy, we still need: [Documents]. Please send them by [in 7 days].
- Premium increase explanation Snippet Explains a rise. Hi [Client], Your premium has increased to [New premium] mainly because [Reason]. I have checked…
- Cross-sell note Snippet Suggests other cover. Hi [Client], Since you have [Current policy] with us, bundling [New policy] could save you [Saving]. Want a…
- Referral thank you insurance Snippet Thanks for a referral. Hi [Client], Thank you for referring [Friend]! It means a lot.
Claims
Guide people through claims.
- Claim received Snippet Acknowledges a claim. Hi [Client], We have received your claim [Claim number] for [Incident]. Your handler is [Handler]. Next…
- Claim documents needed Snippet Evidence request. Hi [Client], To process claim [Claim number], please send: [Documents]. You can reply with photos.
- Claim approved Snippet Good news. Hi [Client], Your claim [Claim number] is approved. We will pay [Amount] (after your [Excess] excess) by…
- Claim declined Snippet Explains a decline. Dear [Client], We are sorry, but claim [Claim number] is not covered because [Reason], under section…
- Claim update Snippet Status update. Hi [Client], Update on claim [Claim number]: [Update]. Next step: [Next].
- How to make a claim Snippet Steps. To make a claim: 1. Keep everyone safe 2. Take photos 3. Call [Claims line] or file online at [Link] 4. Keep…
- Policyholder claim letter Snippet Customer writes to insurer. Dear [Insurer], I would like to make a claim under policy [Policy number] for [Incident] on [today].…
Insurance notes
Client and policy records.
- Client needs analysis Note What they need. Client: [Client] Situation Assets to protect Risks Recommended cover
- Policy summary Note Key facts. Policy: [Policy number] Type: [Type] Insurer: [Insurer] Premium: [Premium] Renewal: [Renewal] Excess:…
- Claim log Note Track a claim. Claim: [Claim number] Incident: [Incident] Timeline - [today]: Documents sent - [ ]
- Household insurance inventory Note Record belongings. | Item | Room | Value | Receipt | | | | | | | | | | [ ] |
- Renewal pipeline Note Upcoming renewals. | Client | Policy | Renewal | Premium | Contacted | | | | | | | | | | | | [ ] |
Policyholders
Renewals, quotes and claims.
- Quote follow-up Snippet After a quote. Hi [Name], just checking you received the quote for [Cover] at [Premium]. It is valid until [Valid until].
- Documents needed Snippet Claim evidence. To process claim [Claim], please send: - [Document 1] - Photos of the damage - Receipts or valuations
- Cover review invite Snippet Annual check. It has been a year since we reviewed your cover. Life changes such as [Examples] can leave gaps. Fancy a…
- Cancellation confirmation Snippet Policy ended. Your [Policy] policy is cancelled from [today]. [Refund]
- Referral ask Snippet Word of mouth. If you know anyone who could use a second look at their insurance, I would be grateful for an introduction.
Insurance notes
Keeping records.