The Combined Pre-Renewal Personal Lines Home & Auto Email is a single, efficient communication for clients with both home and auto policies approaching renewal around the same time. This consolidated email simplifies the process for clients, reminding them of both renewals, encouraging a review of each policy, and inviting them to complete a combined Pre-Renewal Survey.

Email Structure: Friendly Reminder of Upcoming Home & Auto Policy Renewals: The email begins with a friendly message notifying the client that both their home and auto policies are nearing renewal. This dual reminder reinforces the importance of continued protection for both their property and vehicles.

Overview of Current Home & Auto Coverage: A summary of each policy is provided, highlighting the key aspects of both the client’s home and auto coverage. This dual overview helps clients easily review their coverage and consider any recent changes in their home, vehicle usage, or life circumstances that may impact their insurance needs.

Invitation to Complete the Combined Pre-Renewal Survey: The email introduces a single Pre-Renewal Survey tailored for both home and auto policies. This survey invites clients to provide feedback on both types of coverage, allowing them to indicate any necessary adjustments, such as adding new drivers, updating mileage, increasing property limits, or adding endorsements for home renovations.

Clear Call-to-Action (CTA) for the Combined Survey: A straightforward CTA button directs clients to complete the combined Pre-Renewal Survey. This approach gathers feedback on both policies simultaneously, enabling the brokerage to customize the renewal proposals for both home and auto coverage based on the client’s evolving needs.

Closing with Support and Contact Information: The email concludes with a message offering the brokerage’s support in discussing both policies. Contact information is provided, making it easy for clients to reach out if they have specific questions or prefer to review their policies in a conversation.

The Combined Pre-Renewal Personal Lines Home & Auto Email with a unified Pre-Renewal Survey as the CTA streamlines communication, providing clients with a convenient and personalized way to prepare for both home and auto renewals at once, while supporting a thorough and efficient renewal process.