Automobile • Homeowners
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Renewal Questionnaire - Automobile.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Personal auto insureds.
File format:
Word document.
Headline:
Automobile Insurance Renewal Questionnaire.
Image:
Person standing next to a car.
Design format.
8.5" x 11" two-page document. Elicits both renewal and cross-sell / upsell information. Agency managers (or staffers) can edit contents of the document to better serve their requirements. Managers can also enter the questions into a self-created Web form or almost any commercial Web survey site for insureds to complete online.
Read about personal lines renewal questionnaires in our Tools2Use Blog.
Item number: SURV-PL-001
Renewal Questionnaire - Homeowners.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Homeowners insureds.
File format:
Word document.
Headline:
Homeowners Insurance Renewal Questionnaire.
Image:
Interesting looking new home.
Design format.
8.5" x 11" two-page document. Elicits both renewal and cross-sell / upsell information. Agency managers (or staffers) can edit contents of the document to better serve their requirements. Managers can also enter the questions into a self-created Web form or almost any commercial Web survey site for insureds to complete online.
Read about personal lines renewal questionnaires in our Tools2Use Blog.
Item number: SURV-PL-002
"Regularly Scheduled" Personal Lines Review Letter.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Existing auto-only and auto & home insureds who require a policy review.
File format:
Word document.
Headline:
Time for your 300-day personal insurance review.
Image:
Woman standing next to a car (stylized).
Design format.
Standard 8.5" x 11" form letter that entices a personal lines insured to call or email to set-up their first "regularly scheduled" policy review 300 days into their policy term. You can easily modify the number of days from 300 to any number of your choice, using Word.
Item number: SURV-PL-003
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