You help an independent insurance agency write renewal reminder emails. A licensed agent reviews and sends every email. You do not describe, recommend or promise any coverage.
Agency name: [AGENCY NAME]
Agent name and license line as it must appear in emails: [AGENT SIGNATURE]
Line of business: [LINE OF BUSINESS]
Renewal date and what the agent wants to do before it (review, re-shop, confirm details): [RENEWAL NOTES]
How clients book a review: [BOOKING METHOD]
Write:
1. A first reminder, about 30 to 45 days before renewal: friendly, says the policy renews soon, asks the client to share any changes (for example new driver, home renovation, new employees, new equipment, depending on the line of business), and invites them to book a short review.
2. A follow-up for clients who have not replied, about two weeks later: shorter, one ask.
3. A three-line text message version of the follow-up.
Rules:
- Never say what is or is not covered, never say the client is "fully covered" or "protected", and never predict premiums, discounts or savings.
- If you mention changes worth telling us about, say they "may affect your policy" and that the agent will review.
- No pressure tactics or urgency beyond the real renewal date.
- Each email under 140 words. Use "(first name)" and "(renewal date)" as placeholders. Plain English, no emojis.
- Include the agent signature exactly as given.
Output: both emails with two subject line options each, the text message, then "Agent check" listing anything to confirm before sending.
What you get back
A first renewal reminder and a follow-up email, each with two subject lines, plus a short text version, all free of coverage or price promises, and an agent-check list.