EZ CPR
EZ CPR uses your TAG Audits to send out an Annual review request via email. You can use last name A-Z system which is preferred, or you can upload an Auto or Property 30, 45, or 60 day pre-renewal audit.
-Takes 5 Minutes to Use each Month -Does NOT use your Allstate Email address which protects your emails from becoming SPAM in prospects inboxes -This tool will bring you EZ X-Sales and EZ PUPs Here is the EZ CPR schedule from A-Z for the year: 
|
 Think about it – if you cross-sell only one policy a month the system can pay for itself!
Plus boost your Retention! |
Here is a sample of the email:
Hi %FN%,
You are receiving this message because you are a preferred client of the %AGENTNAME% Allstate Insurance Agency. We need to review your coverage at least once per year to make sure that you are not missing any discounts and that your coverages are meeting your needs.
Six Important Reasons to Review your Insurance policies:
You are receiving this message because you are a preferred client of the %AGENTNAME% Allstate Insurance Agency. We need to review your coverage at least once per year to make sure that you are not missing any discounts and that your coverages are meeting your needs.
Six Important Reasons to Review your Insurance policies:
1. Potential new discounts and loyalty benefits
2. State laws may change
3. Your life changes, and so should your Insurance
4. Be aware of options that can lower your costs
5. Make sure there are no gaps or missing coverages
6. Update Contact Info in case of Emergency
How easy is a policy review?
Very easy! We can complete this review in our office or over the phone in just 15-30 minutes. Just click reply to this email and let me know the time and day that works for you.
Our agency strives to deliver a Perfect 10 when it comes to service, so let us know what we can do to deliver for you. Thank you for allowing our agency to service your insurance needs.
