Expanded Technology Services Templates

Introduce to a Client/Prospect - Template # 1

Dear [Client],

As [Agency Name] continues to expand our range of affordable online tools and resources to our valued customers, we provide a variety of technology and compliance information services designed to assist you with plan administration and help your employees better understand and appreciate their benefits, together in an all-in-one solution!

Our innovative resources and solutions can assist you with communication, compliance, and enrollment.

Click here for an overview of our expanded technology services

I'd like to take the opportunity to explain these comprehesive services in more detail. For more information, please don't hesitate to contact me.

Thanks,

[Producer]

back to top

Introduce to a Client/Prospect - Template # 2

Dear [Client],

[Agency Name] provides a variety of technology and compliance information services designed to assist you with plan administration and help your employees better understand and appreciate their benefits, together in an all-in-one solution!

Our innovative resources and solutions can assist you with communication, compliance, and enrollment.

Click here to view our exclusive Client Services Platform

I'd like to take the opportunity to explain these comprehesive services in more detail. For more information, please don't hesitate to contact me.

Thanks,

[Producer]

back to top

General Follow Up

Dear [Client],

Thanks again for your time on the phone earlier today. As we discussed, we not only provide superior customer service and market your coverage on an annual basis, we provide a variety of technology and compliance information services designed to assist you with plan administration and help your employees better understand and appreciate their benefits, together in an all-in-one solution!

Click here for an overview of our expanded technology services

I look forward to speaking with you again soon. For more information, please don't hesitate to contact me.

Thanks,

[Producer]

back to top