Annual qutation mail
You're referring to the annual quote mailers that many insurance companies and financial institutions send to their customers!
These mailers typically contain a summary of the customer's insurance coverage, investment accounts, or other financial products, along with any relevant updates, changes, or notifications. They may also include:
- Policy or contract information: Details about the policy or contract, including the effective dates, coverage limits, deductibles, and premium amounts.
- Premium quotes: Updated premium quotes for the customer's insurance policies or investment accounts.
- Policy changes: Notifications of any changes to the policy, such as changes to coverage, limits, or deductibles.
- Renewal notices: Reminders that a policy is up for renewal and the customer needs to take action to continue coverage.
- Billing information: Details about the billing process, including payment due dates and amounts.
- Investment updates: Information about the performance of investment accounts, including market values, returns, and any changes to the investment portfolio.
- Tax-related information: Notifications about tax-related matters, such as 1099 forms or other tax-related documents.
These mailers are usually sent annually, but the frequency and content may vary depending on the company and the specific products or services being offered.