Please feel free to use this as a template or guide for forming your communication with your clients

Dear Valued Client,

Thank you for the opportunity to serve as your insurance advisor. As your advisor, it is very important that we make certain your file and insurance needs are kept up to date to minimize any gaps in communication or coverage.

Because of our need to keep your information up to date, we have partnered with a company to assist us with completing your annual insurance review.

This review process will provide you an easy and effective method to update the items needed to make certain your contact information and coverage needs remain current.

To complete your annual review, please follow the steps provided below:

1.  Visit www.updatemyfile.com
2. Click on the button that says "Update My File"

3. When prompted please use code ####
4. Complete the necessary forms
5. Submit your annual insurance review

This review will only take you a few minutes to complete.

Again, thank you for providing us the opportunity to serve as your insurance advisor. If you have any questions, please contact our agency directly by phone or text at (###)###-####.

Thank You,