Emails & Texts

September 2026

• +Client Sent an AI-Generated List of Questions
• +Christmas Light Installer Quote Proposal — Detailed Wording
• +Christmas Tree Lot Quote Proposal — Detailed Wording
• +Pumpkin Patch & Fall Attraction Quote Proposal — Detailed Wording

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Lost to Competitor — Stay in Touch

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New Client Welcome

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Renewal Notice — 60 Days Out

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Renewal Notice — 60 Days (Text)

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Renewal — 30 Days, Need Response

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Renewal — 30 Days (Text)

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Renewal — Updated Documents Request

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Renewal Quote Delivery

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Renewal — Final Notice Before Expiration

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Win-Back — 6 Months Later

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Rate Increase Heads-Up (Text)

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Commercial — BOP Renewal Review (Text)

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Surety — Bond Renewal Reminder (Text)

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Win-Back — Former Client (Text)

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Annual Coverage Review Invitation

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Renewal — Thank You / No Changes Confirmation

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Non-Renewal Notice — Explaining Why

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Renewal Notice — 60 Days Out (Text)

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