Policy review offer
Annual review.
- Snippet
- Agents and brokers
- 1 blank to fill
Hi Client, It has been a year since we set up your cover. A quick review makes sure it still fits. Could we chat for 15 minutes?
Orange words are blanks you have not filled yet. Press ⌘ Return to copy.
About this template
Annual review.
- Category
- Insurance
- Pack
- Agents and brokers
- Type
- Snippet, a short message
- Asks for
- Client
Use it anywhere you write: email, chat, a document or a support tool. If you send it often, save the finished text as a snippet in ClipBuddy and paste it again from your clipboard history with ⌘⇧V.
Template source
The template as written, with its blanks in double braces, such as {{Name}}.
Hi {{Client}},
It has been a year since we set up your cover. A quick review makes sure it still fits. Could we chat for 15 minutes?