I am with a personal/commercial P&C agency that has NEVER solicited our current clients for life insurance. We have over 6000 active personal lines policies with who knows how many names/dob's.
Someone suggested putting a simple letter together prior to their birthdate with a quote (couple scenarios), a business card, and an invitation to call me to discuss. Very low pressure, but probably too low pressure. What do other people do?
Following up with a phone call will produce some more activity but does anyone else have a good suggestion or system they prefer? Even a letter that seems to get peoples attention? My background is strictly P&C so this is a bit of leap for me.
Someone suggested putting a simple letter together prior to their birthdate with a quote (couple scenarios), a business card, and an invitation to call me to discuss. Very low pressure, but probably too low pressure. What do other people do?
Following up with a phone call will produce some more activity but does anyone else have a good suggestion or system they prefer? Even a letter that seems to get peoples attention? My background is strictly P&C so this is a bit of leap for me.