[Subject: Final Steps for Your New Insurance Package]

Hey {contact.firstName},

Thanks again for choosing our agency and trusting us with your new insurance package! We are sincerely grateful for the opportunity to help you and aim to be a great partner and resource for you over the years to come.

Please review the information below regarding the finalization of your new policies:

📄 New Policy Documentation
You should have received your new insurance documents from RabbitSign, allowing you to sign everything safely and securely. Your signature confirms acceptance of your coverage, premium, and policy terms. Within your application, you'll also find temporary proof of insurance for each policy. Permanent documents will arrive by mail within 7–10 business days.

👉 Please complete the eSign process within 48 hours, and verify that all information on your applications is correct.

🚗 Auto Insurance
Your new auto policy has been bound and will be effective on [Effective Date]. We have submitted your initial payment based on your selected billing plan using the payment method provided. Please monitor your account over the next 24 to 48 hours to ensure the transaction processes correctly. If the charge is not reflected in your account within the next couple of days, please let us know so we can verify that your payment details are set up accurately.

🏡 Home Insurance
Your home insurance has been bound with an effective date of [Effective Date]. We will notify your mortgage company of the new coverage and, if your insurance is paid through an escrow account, we will send the bill directly to your mortgage company for payment. If you do not have an escrow account, your initial payment has been submitted via your payment method on file.

🔔 Important Reminders
Your new policies have been bound with an effective date of [Effective Date]. If you have existing insurance in place for any of these risks, you may now contact your prior carriers to cancel that coverage effective [Effective Date]. Please note that these cancellations must be handled by you directly, as we do not have the authority to cancel policies with other agencies or companies.

Please keep us informed if your loan is ever sold or transferred (if applicable) so we can ensure your records stay current. Additionally, your new carrier may require a standard inspection within the next 30 to 60 days; I will reach out to you directly if any specific items need your attention.

🔄 Renewals
At Mulhern Insurance, we stay in touch to provide relevant updates regarding your policies and coverage. As each policy nears its expiration, we perform a routine review to ensure you are still receiving the best value possible. If we find a more competitive rate or a better option for your situation, we will notify you to discuss the next steps.

⭐ Leave a Review
My business is built almost entirely on referrals and word of mouth — your feedback truly makes a difference! If you've enjoyed working with me, I'd be so grateful if you could take a moment to leave a quick review - ⭐ {campaign.ratingButton}

Thank you again for your trust and partnership — I look forward to taking care of your insurance needs for many years to come!

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