Formal and Efficient Example Letter Asking for Insurance Analysis

| September 30, 2012 | 0 Comments

Our example letter asking for insurance analysis is useful for anyone who needs to know if their current insurance policies are providing adequate coverage or if there are better options. The best time to send such a letter is several months before the renewal dates of your existing policies. This will give your provider time to respond, while providing you with ample time to change policies, or providers as you see fit. It is important to do this regularly, as it could not only save you money, but protect you from the embarrassment of having insufficient coverage should something happen. To ensure you are clear to your provider what information you seek, use our example letter asking for insurance analysis.

Making the Best Use of Our Example Letter Asking for Insurance Analysis

You’ll make the best use of our example letter asking for insurance analysis if you first acquaint yourself with its structure and format. As it is a formal business letter it is important that it is formatted appropriately. Our example letter asking for insurance analysis is written in the block style, a widely accepted format for business letters.

The block style is named after the way in which the text is written in sections or “blocks,” each block being separated by a space and justified to the left of the page. This provides a professional appearance for your letter, and makes equally easy to edit. With a bit of cutting and pasting you can quickly replace the contents of our example letter asking for insurance analysis with your own information.

Once you understand its format you can Download Our Example Letter Asking for Insurance Analysis and edit it on your own computer using Microsoft Word or a similar program.

Our example letter asking for insurance analysis starts with properly formatting the address. Your name and contact information are typed first, followed by the date, the name and contact details of the reader, ending with the greeting or salutation. It should look like this:


Mrs. Mary Jones
42 Emerald Ave.
Orlando, FL 290201
Tel: 512-479-6843
Email: mjones@email.org

April 17, 2003

Mr. John Masterson
Reliable Insurance Co.
19 South Shore Rd.
Orlando, FL 297201

Dear Mr. Masterson,

You’ll notice that in the body of our example letter asking for insurance analysis, we are very specific about what we wish to know. It is vital to provide precise information regarding your policies, including policy numbers, type of coverage, and your name exactly as it appears on the policy. Make sure you ask clear questions so that the person responding will provide the exact information you require. You might say something like this:

The following policies that I currently hold with your company are coming up for renewal in September of this year:

  • Homeowners Policy #46-00742MJ – Mary Margaret Jones
  • Automobile Insurance Policy #AG-765-4277B – Mary Margaret Jones
  • Personal Liability Policy #PL456-001 – Mary Margaret Jones

Once you have listed the policies you seek information on, you can then let the insurer know what information you require regarding them. Notice that we used bullet points to accentuate our specifications. You may also do this with your questions like so:

I would like to know if you would please review each of my policies and inform me of the following:

  • Is the coverage I have on each of the aforementioned policies sufficient?
  • Does my current Homeowners Policy provide adequate coverage against hurricane and water damage?
  • Are there ways I can presently reduce the cost of my personal liability insurance?
  • Are there any low-cost carriers that can provide me with similar coverage?

Once you have made it clear what information you require, you simply thank the person for their time and attention, and mention that you look forward to their reply. Our completed example letter asking for insurance analysis thus looks like this:

Mrs. Mary Jones
42 Emerald Ave.
Orlando, FL 290201
Tel: 512-479-6843
Email: mjones@email.org

April 17, 2003

Mr. John Masterson
Reliable Insurance Co.
19 South Shore Rd.
Orlando, FL 297201

Dear Mr. Masterson,

The following policies that I currently hold with your company are coming up for renewal in September of this year:

  • Homeowners Policy #46-00742MJ – Mary Margaret Jones
  • Automobile Insurance Policy #AG-765-4277B – Mary Margaret Jones
  • Personal Liability Policy #PL456-001 – Mary Margaret Jones

I would like to know if you would please review each of my policies and inform me of the following:

  • Is the coverage I have on each of the aforementioned policies sufficient?
  • Does my current Homeowners Policy provide adequate coverage against hurricane and water damage?
  • Are there ways I can presently reduce the cost of my personal liability insurance?
  • Are there any low-cost carriers that can provide me with similar coverage?

Thank you for your time and attention to this matter, I look forward to hearing from you once you’ve had the chance to review the above.

Sincerely,

Mary Jones

Once you are ready to compose your own letter you can Download Our Example Letter Asking for Insurance Analysis and edit it to suit your particular situation.

Tips and Useful Sentences You Can Use with our Example Letter Asking for Insurance Analysis:

  • Follow up your letter with a phone call if you do not hear back from your provider within a reasonable time.
  • Keep a copy of your letter and forward it to anyone relevant to your request
  • Make sure you are clear about what information you require, and provide policy numbers etc.

Category: Insurance Letters Examples

About the Author ()

Melanie Walters is a writer and editor for several businesses both online and offline. Her experience with writing business letters and marketing materials has helped her understand exactly what works in written communication for businesses. In the 10 years she's been writing, Melanie has amassed a large collection of letter examples that she gladly shares with you here on Letter Example Help.org

Leave a Reply