New Business

Property Insurance Application

Good Morning\Afternoon {Clients Name},

I want to thank you for trusting our agency with your insurance needs.

Attached you will find the application for insurance, evidence of insurance, payment confirmation, and cancellation. Please sign where indicated on the attached application, cancellation, and return at your earliest convenience to complete the application process. Once the application process is completed, a copy of the policy jacket will be mailed directly to you from the insurance carrier. If you have any further questions or concerns do not hesitate to contact our agency.

As a complimentary service to our clients, we offer financial reviews with Donald Jankowski, Certified Financial Planner. I noticed that you have not met with Donald yet. When will be a good time to schedule your appointment?

We appreciate your business!