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Question DetailsAsked on 1/10/2014

thank you letter for a insurance agent proposal

We recieved a quote from a insurance company for a condo building coverage and we're going with another company. So I would like to thank them for their time.

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So - do so. Write what you mean - that you appreciate their trouble doing the quote, but are going with another company. Would be nice, if not violating any priveleged information, to tell them at least who and why - whether you give the price or not is up to you. And be sure to tell them if it was because of the other company's time in business and overall reputation, price, reviews, agent's presentation, the coverages they offered, different terms or deductibles or something that he could not offer, you like the other company's advertising spokesperson or spokescritters, or whatever. They appreciate knowing why - helps them tune their approach.

For example - my long-term insurance agent retired and sold the agency - same insurance company (not an independent broker) but the new agent who bought the agency came across as a used car salesman, immediately trying to tell me I needed this coverage and that investment and so forth, after I had said I was happy with what I had and was not interested in their investments or other coverages. After about the third advertising call I said take your pick - transfer my accounts to another agent, or shut up and don't contact me with any offers ever again. We now have an agreement - if I need policy changes or additions or whatever I call the specific person on his staff dealing with that matter, and I NEVER talk to him or vice versa - he knows the score, and we get along fine - by not dealing with other. And he knows where he went wrong (several times) and said he is going to watch that with other clients.

Answered 3 years ago by LCD




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