Hi, this is ________ from XXX Insurance. I’m just calling to wish you a happy birthday. I’d like to invite you to stop by the office any time this month to pick up a gift card for either a lunch at In-N-Out Burger or for a beverage of your choice at Starbucks. Again, this is ________. Happy Birthday and have a great day!
Birthday year 2

Hi, this is __________ from XXX. Wow, another year has passed and you’re having another birthday. Happy Birthday! Again, I want to remind you to cruise on by the office any time this month to pick up a gift card. But most importantly, I want to wish you a Happy Birthday. Have a great day. Again, this is ________.

Hi, this is _____, your XXX Agent. Fire season is in full swing, so make sure you have current digital photos or video tape of your belongings. Please pay particular attention to items in drawers, cabinets, closets and your garage, AND don’t keep the photos at home. If you have any concerns we are here to help at xxx-xxx-xxxx. Thank you for your business… we are here for you!

Hello this is _____ your XXX Agent. Happy Holidays! I wanted to warn you that this time of year is the busiest for accidents and fender benders. Lots of folks are busy and distracted during the Holidays, so please drive carefully! Most importantly, I wanted to thank you for your business and wish you and your family a Happy Holiday.

Hi, this is _______, your XXX Agent. I’m calling to let you know of a special free offer. As our customer, you have free access to Turbo Tax and Turbo Tax Deluxe. You need to make sure that your bank account is internet enabled on our website. But once you’ve established that access, there is a link that will take you directly to Turbo Tax. This is only available to a limited number of our customers. That’s why I’ve recorded this call for you as soon as possible so you can take advantage of this valuable offer. If you have any questions or want to refer a friend for this valuable opportunity, please call our office between 8:30 and 5:00, Monday through Friday and ask for _________. ________ will be happy to help you. Again, this is ________, and thank you for your business.

Hi, this is ___________ with XXXX. We all know from watching television and reading the newspaper that we live in a very turbulent economic time, and by now it has affected many of our lives personally. In my __ years as a XXX agent combined, I have not received as many calls as I have the past year with the concern that my clients have. My message is to reassure you that XXX is a financially strong company and we are here for all of our customers every single day. The message I have received is that you, my client, want to make sure you get the best value for your insurance dollar and to make sure you have what you need. My team and I will be in touch through voice messages like this one, letters, postcards, and personal calls. I encourage you to call my office at xxx-xxx-xxxx or please email me at ___________ to schedule a time to talk or meet. There are solutions to today’s challenges, and we are here to help. We look forward to hearing from and meeting with you. Have a great day.

Hi, this is your XXX Agent, ________. It looks like one of your policies is past due. I wanted to remind you that we accept payment over the telephone in the form of a check or credit card. In order to prevent your policy from canceling or lapsing in coverage, please contact our office to set up payment if you have not already done so. Our telephone number is xxx-xxx-xxxx. If you call outside our regular business hours, a member of our 24-hour support center will be available to assist you with payment. Thank you and have a great day.