Sample Letters-Policy Changes 

Sample Letter #1 – Confirming telephone change request

January 1, 20XX

Mr. Joe Client
123 Main Street
Anywhere, US

SUBJECT: Automobile Policy

Dear Mr. Client:

Based on our telephone conversation of today, we have ordered the following change to your automobile insurance policy:

  • Add coverage for 2001 Nissan effective 6/1/01, VIN#123456789, Liability, Medical Payments, Collision ($500 deductible), Other Than Collision ($500 deductible);
  • Delete coverage effective 6/1/01 on 1993 Buick Regal, VIN#123456789

If we can be of any further help with this or any other insurance need, please feel free to contact us.

Sincerely,

Andy Agent


Sample Letter #2 – Policy change transmittal

 

January 1, 20XX

Mr. Joe Client
123 Main Street
Anywhere, US

SUBJECT: Automobile Policy

Dear Mr. Client:We are enclosing an endorsement to the above policy reflecting the following changes you requested:

  • Add coverage for 2001 Nissan effective 6/1/01, VIN#123456789, Liability, Medical Payments, Collision ($500 deductible), Other Than Collision ($500 deductible);
  • Delete coverage effective 6/1/01 on 1993 Buick Regal, VIN#123456789

Please review the endorsement carefully to be sure it matches your request.
An invoice is enclosed. The additional premium for this change is $123.00 for the period 6/1/01 until your renewal date of 4/1/02. Please return your payment in the enclosed envelope.
If we can be of any further help with this or any other insurance need, please feel free to contact us.

Sincerely,

 

Andy Agent