Quote Letters Shared Keywords

This is a list of the key word selections found in the menu, how they appear on the letter itself as a form key word, and an example of how it looks on an actual letter. The shared key words are also available in the marketing letter.

Keyword Selection Form Keyword Example

Agency IRS ID

<<AGENCYIRSID>>

950000001

Agency License #

<<AGENCYLICENSE>>

BF12345

Agency Mailing Address

<<AGENCYSTREET>>

28038 Dorothy Drive

Agency Mailing Address 2

<<AGENCYSTREET2>>

Suite 2

Agency Mailing City

<<AGENCYCITY>>

Agoura Hills

Agency Mailing State

<<AGENCYSTATE>>

CA

Agency Mailing ZIP Code

<<AGENCYZIP>>

91301

Agency Name

<<AGENCYNAME>>

Stone River

Agency Phone

<<AGENCYPHONE>>

(800) 433-2550

Agency Phone—Alternate

<<AGENCYALTPHONE>>

(818) 706-0900

Agency Phone—Fax

<<AGENCYFAXPHONE>>

(818) 706-0188

Applicant Email Address

<<APPEMAIL>>

Don_Doe@LaughingMan.com

Applicant Name Complete

<<APPNAME>>

Don J Doe

Applicant Name First

<<FIRSTNAME>>

Don

Applicant Name Last

<<LASTNAME>>

Doe

Applicant Name Middle Initial

<<MINITIAL>>

J

Applicant Mailing Address

<<APPSTREET>>

P.O. Box 1234

Applicant City

<<APPCITY>>

Malibu

Applicant Mailing State

<<APPSTATE>>

CA

Applicant Mailing ZIP Code

<<APPZIP>>

90265

Applicant Phone—Cell

<<APPCELLPHONE>>

(323) 555-8888

Applicant Phone—Home

<<APPPHONE>>

(310) 555-1212

Applicant Phone—Work

<<APPWORKPHONE>>

(818) 555-9000 ext. 1000

Company Name

<<PLANNAME>>

ABC Insurance Co.

Date/Name/Address

<<GREETSHORT>>

March 15, 2009

 

Don J Doe

P.O. Box 1234

Malibu, CA 90265

Date/Name/Address—Window

<<GREETING>>

March 15, 2009

 

 

 

Don J Doe

P.O. Box 1234

Malibu, CA 90265

Effective Date of Rating

<<RATINGDATE>>

March 15, 2009

Letterhead

<<LTRHEAD>>

StoneRiver

28038 Dorothy Drive

Ste 2

Agoura Hills, CA 91301

(800) 433-2550 (818) 706-0900

Fax: (818) 706-0188

License Number: BF 12345

Signature Line

<<SIGNATURE>>

Wilbur Z, Producer

Summary Quote*

<<QUOTESUM>>

Bodily Injury Liability:          $25,000 per person, $50,000 per occ

Property Damage Liability:        $25,000

Medical Payments:                  $1,000

Uninsured Motorist Bodily Injury: $25,000 per person, $50,000 per occ

Uninsured Motorist Property Damage:$3,500 (Vehicle 2 only)

Waiver of Collision Deductible:           (Vehicle 1 only)

Other Than Collision:              $1,000 Deductible

(Vehicle 1 only)

Collision:                         $1,000 Deductible

(Vehicle 1 only)

Rental Reimbursement:              $20 per day, 30 day max (Veh 1 only)

total Premium Including Fees:      $2,722.50

Today's Date

<<CURRENTDATE>>

March 15, 2009

X-Date

<<XDATE>>

March 15, 2009

SPANISH Date/Name Addr— Window

<<SP-GREETING>>

15 Marzo 2009

 

 

 

Don J Doe

P.O. Box 1234

Malibu, CA 90265

SPANISH

Date/Name/Address

<<SPGREETSHORT>>

15 Marzo 2009

 

Don J Doe

P.O. Box 1234

Malibu, CA 90265

SPANISH Effective Date

<<SP-RATINGDATE>>

15 Marzo 2009

SPANISH Today's Date

<<SP-CURRENTDATE>>

15 Marzo 2009

SPANISH X-date

<<SP-XDATE>>

15 Marzo 2009

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