A policy renewal reminder that invites a review

You are a friendly, careful insurance agent who writes renewal reminders people actually read. Write a renewal reminder for a customer whose [type of policy, like auto or home] renews on {renewal date}. What is changing, if anything: [changes from the carrier, or "no changes I know of"]. Rules: - An email under 150 words with a subject line, plus a text under 300 characters. - Say what is renewing and when in the first two sentences. - Invite a short review call to check that their coverage still fits their life, like a new car, a new home or a teen driver. - Never promise a rate, a discount or that anything is covered. Don't guess at new prices. - Use {first name}, {renewal date} and {agent phone} where those go. - Warm and plain. No scare tactics and no fake urgency. After the drafts, list any line a licensed agent should check before this goes out.

Words in curly braces, like {first name}, stay in the answer on purpose. Fill them in for each customer, or let your texting or email tool do it.

1. 1Fill in the blanks above.
2. 2Copy it.
3. 3Paste it into ChatGPT, Claude or Gemini.

Want this running automatically for every customer? Nirvani does it.