Sample Value Added Services Menu

Personal Lines

Personal Lines Monthly E-Newsletter. Identity Theft Tool Kit. Conduct driver safety classes. Conduct mid-term account review. Fire-Safety Home Checklist. Update Unsafe Travel Destinations List. Home Risk Management Inspection. Establish emergency medical procedure. Home Security Inspection Cross-Referral Program. Semi-annual Risk Management Workshops. Quarterly Client Roundtables. Long term care workshop Annual Client Picnic. Needs assessment updates. Claims Reviews. Participate in client charity drive. Coverage Gap Analysis.	Monthly Calendar of Events Work with carriers and clients to create needed risk management program templates. Neighborhood Crime Watch Programs. Send Out Smoke Detector and Carbon Monoxide Detectors. Create and supply accident-reporting kits for vehicles. Send monthly “check-in” emails to all life clients Post claims hot-line number in all client homes. Attend Client & Community Gatherings Maintain clipping file and forward as appropriate. Request referrals. Update and rehearse crisis management plans. Send Birthday Cards and Holiday Cards to all Clients. Conduct a Detailed Client Survey once/Year with all Clients. Send Service Letter, Make Service Call, or Send Greeting Card for non-contact months. Send pre-approach letter and other correspondence