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AGENCY CLIENT SERVICE SAMPLE COMMUNICATIONS TOOLKIT

With the age of email and instant messaging, it's easy to leave standard agency communications language and the expectation of its use to chance. Every agency with a keen eye for high-quality client service AND errors and omission risk management must still establish communication standards and expect their personnel to follow those guidelines. 

These sample client communications are designed as a place to start to establish your standard organizational messages. Each should be reviewed by several layers of your team, perhaps even an attorney to make sure you are clearly and carefully communicating your message, whether by letter, email or Outlook QuickParts with key verbiage that can be inserted as an Outlook "signature" to ensure that your messages say exactly what you intend for them to say and have been vetted by your agency leadership team and counsel.

Some of the sample Client Communications included in this toolkit (now more than 25 and growing!) are:

  • Coverage Reduction Confirmation Letters
  • Coverage Declination Confirmation Letter
  • Sample Proposal Disclaimer Language
  • New Client Letter
  • Personal Auto/Homeowners Renewal Review Trigger Letter
  • Claim Acknowledgement Letters
  • Activity Authorization Form
  • Cancellation Acknowledgement and Follow-Up Letters

Client Communication Sample Button.jpg 
To purchase the Agency Client Service Sample Communications Toolkit, please use this BUY NOW link to be forwarded to our eCommerce site to purchase this toolkit and it will be forwarded to you by email within three business days.

Looking for something like this and don't see it? We're here to help! 

Contact us at agencyopps@bigiok.com!