Insurance Review Request
COPY & PASTE THE TEXT BELOW (Make Edits As Necessary)
Hi (CLIENT NAME),
The reason I am reaching out is because in reviewing your current coverages, I noticed that your cars and home are insured with us, but we don't have an umbrella liability policy set up with you. I want to schedule a short meeting/call with you to review your current situation and identify any coverage gaps that could create a risk for you and your family. How about we talk on Thursday morning at 11 a.m.?
Sincerely,
(YOUR NAME)