Introduction Letter For Insurance Broker

by

(Mention the sender’ name)

(Mention Job Title)

(Mention Company name)

(Mention the Date)

To,

(Mention the recipient’ name)

(Mention the Job Title)

(Mention Organization’ name)

Subject: Introducing the new Insurance Broker

Dear (recipient’ name),

It feels great to introduce you to [mention the full name], our new insurance broker, who will be a part of us soon.

He is an able, sincere and talented person with all the required educational qualifications for this post. I am sure you will be delighted to meet him in person as well.

He will be using methods such as cold calling, networking to cultivate trust with potential clients, collaborating with clients to introduce them to befitting risk management plans, achieving the predetermined development goals by obtaining new clients, retaining and renewing the records, database, and bookkeeping systems, overseeing the insurance claims to ensure fair dealing and satisfaction.

After guiding him about the work done in our department, you can expect him to mainly work on steadily forging long-term relationships to secure the growth and revenue of the company. He will help you find new clients, sell and promote our insurance plans.

You can directly call at his [mention the contact no.] or you can drop him a mail at [mention the email ID], whichever you feel convenient, in case you want to have a word with him regarding anything in particular prior to his arrival.

As I look forward to your healthy working relationship with our new employee, we feel excited to have him on the team soon. In case you want to ask any more questions or are in need of any additional information about him, feel free to get in touch with me.

Thanking you

Sincerely,

(Your signature)

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