Appreciation Letter to Insurance Agent Templates

An insurance agent is mostly responsible for identifying sales opportunities for insurance plans and overseeing a portfolio of clients. With good customer skills, honesty, high energy levels, an insurance agent can do well in his career and the company in which he is employed.

If you are thinking of framing a nice appraisal letter for such an efficient employee working in your company then make sure that you use this sample letter as a reference. With its help, you will be able to frame yours with perfection.

Letter Template: 1

Appreciation Letter to Insurance Agent

[Mention the name of the sender]

[Mention the Address of the sender]

[Mention the contact information of the sender]

[Date]

[Mention the name of the recipient]

[Mention the address of the recipient]

[Mention the contact information of the recipient]

Subject- Letter of Appraisal to The Insurance Agent

Dear [Mention the name of the Recipient]

I am writing this letter with great appeasement to you. This [Mention the name of the company] prepares to give you appraisal. You have done a lot for this [Mention the name of the company].

This [Mention the name of the company] has gone through some budgetary issues during the last few periods of the month [Mention the time periods] but you have done every possible thing that you have to do. We [Mention the name of the company] are always glad for your faithfulness. 

All over this letter, I am writing with such propitious to publicize for you as an insurance agent with extraordinary gregarious of your amount [Mention the amount] thus, you have received a stipend and a generous amount of salary [Mention the previous salary] from the [Mention the time period which it comes to effect].

 This reward is for the behavior you have shown towards this [Mention the name of the company]. You have ceaseless confidence and discipline in yourself which is very essential for this job. You’re such a good person. 

You have worked as an insurance agent in this [Mention the name of the company]. You have helped a lot of clients. Your workability and time management are mind-blowing. I got impressed from the first day.

This [Mention the name of the company] values your dateless endeavor and through about the same till the end. We blessed you for your future.

As the [Mention the name of the company] is well pleased with your work, it is also requested to hierarchies this [Mention the name of the company] even more. Thank you,

Best of luck with your bright future. Have a great day!

With regards,

[Hand-Written Signature]

[Date]

[Notary or witness if required].

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Template: 2

Appraisal Letter for Insurance Broker

[Mention the name of the sender]

[Mention the name of the company of the sender]

[Address]

[Zip code]

[Area]

[Phone Number]

[Date]

Subject: Appraising your performance as an Insurance Broker

Dear: [Mention the name of the addressee]

You have been a positive addition to [mention the company name or organization] for a period of over [mention the no. of years]. Your sincerity, determination to accomplish greater things in life, sense of work ethics, and independence are truly commendable.

Your perseverance towards achieving the desired results is what makes you an incredible person to work with.

Your undying optimism, positive energy is absolutely infectious. Your confident negotiation skills, reliability, honesty, interpersonal and analytical skills along with your accuracy and decision-making skills make you a valuable addition to the team.

You have very effective communication skills with all the consumers which have helped us in great detail on several occasions and we have been able to attract more clients.

We appreciate every achievement that you make come your way including planning, coordinating, and implementing recruitment and sales efforts, managing sales, and administrative.

As well as daily production and commission reports, making sure that the production levels are exceeding expectations and as a result providing prompt, courteous, and accurate service to our company.

A special thanks to you for the time when you proposed the idea of organizing marketing events at local grocery stores and swapped meets to bring in new clients for us which in turn increased the brand awareness.

Before the performance assessment, I would like to suggest you give a bit more attention to your written communication skills and we are sure that you will be able to produce greater results.

Keep up the good work.

Sincerely,

[Mention the name of the sender]

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(pdf, docs, ODT, RTF, txt, HTML, Epub, Etc)

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