Tag Archives: Insurance Agent

Request Letter for Refund of Money from Insurance Company

Please note that these are three different Easy Templates of letters to an insurance company, requesting a refund of the amount. These are free to use for anyone who requires them. For further information, please contact us via the email or comment box.

Requesting a Refund due to half of the Continuation

 To,
—————— (Title of the Officer in charge),
___________ (Officer in charge name),
Address: —————
—————————

Date: __________

From,
—————————— (Name)
Address: ——————-
———————————

Subject: Requesting the Initial Deposit

Dear Sir/ Ma’am,

I am ________, and am, respectfully, writing to you so that you may resolve my query by returning the amount that I had deposited to the insurance company. I had become a client in the year _______, and had opted for the ________ package.
The company required that I pay an initial amount of ________ and then a monthly amount of ________. This meant that after _______ years, I would be getting an amount of _________. The clause also included that if I wished to withdraw or discontinue the contract, I would get an amount of _________, which meant that a _______ percent deduction would take place and I would be given a residual amount in the form of a check.
Due to personal reasons, I regret to inform you that I cannot continue with your company anymore. This is why I am opting to bear the _______ amount in deductions so that I may get the rest. I have submitted my application, and all that there’s left is this signed letter from you.

Please respond as quickly as you can.

Thank you.

Requesting for Refund because of a Change in Plan

 To,
——————
Address: —————
—————————

Date: __________

From,

—————————— (Name)
Address: ——————-
———————————

Subject: Insurance Amount Return

Respected Ma’am/Sir,

I am ________, and my client no. is _________. I joined your company as a customer in ______ and have remained here as a regular payment provider for _______ many years. Right now, however, I regret to inform you that I cannot continue with your company any longer.
Due to financial reasons, I cannot opt for this plan anymore and would like to withdraw my participation from the company. Below are my details:

Consumer number: ________

Plan title: ________

Number of payments made: ________

I was informed that because I am opting for a premature withdrawal from the program, I will need to bear the burden of _____ amount in percentage. I am ready to let that go if it means that the rest will be returned.
Please understand that this was a difficult decision for me to come to, and I wish I could have continued with your company, but this is the situation I have to deal with right now.
I hope you will be compliant with my request. Thank you.

Requesting a Refund due to a Cancellation of the Plan

 To,
——————
Address: —————
—————————

Date: __________

From,
—————————— (Name)
Address: ——————-
———————————

Subject: Deposit Return

Most respectfully, Madam/ Sir,

My name is _____, and I am a customer of the ________ program at your insurance company. In ______ year, I opted for the _______ scenario, which stated that after regular payments for _______ years, I would receive _______ amount in the end. Right now, I am ________ years/months into the program and I regret to inform you that I will not be able to continue any longer.
As of this moment, I would like to request for termination of my contract with the company and would like to request that you return my basic amount and a ____ percentage of the installments that I have paid to the company, as per my contract.
I understand that this is sudden, but I am in a difficult situation and do not wish to continue with this plan for the rest of the period. I would like to request that you promptly make these arrangements for me, so that I may move on to submit the rest of my paperwork.

Thank you for your time and cooperation.

Sample Letter to Employees for Health Insurance Policy

These letters are to introduce health insurance policy to the workers of the office. It can be applied to banks employees, firms, business companies. These easy formats are for office workers, teachers of high school, workers, and private office workers. It can be provided in the situation where employees are being introduced to new health insurance policy.

Sample Letter to Employees for Health Insurance Policy

To: All Staff Members

From: HR Department

Atrophy International.

Respected Employees,

This is to bring in your kind attention that our company has decided to introduce Health Insurance Policy for the employees. As you all are well familiar with the fact that our country is becoming a very expensive country to live in and medical treatment is quite exorbitant. We have advised our policy makers for the health insurance policy. It is a factual point that only company affords to give its employees’ health insurance Company, when employee contributions towards work target and sales have been remarkable. This time we have decided to share the contributions with employees. This announcement is for all the employees of the office. This health insurance policy would cover most of your monthly medical treatments. It includes major and minor treatments. It also includes your spouse and children health treatments insurance.

Warm Regards,

HR Head

Memo Announcing Health Insurance for Employees

Dear Staff,

I hope all of you are in good health. I am directing this letter to all of the employees working under sales department, only those employees are able to receive this letter. Therefore, the subject of my letter is to inform you about the new health insurance policy being introduced in the company. As this company is six years old and employees who have been working from six years with this company have often pointed about health insurance policy. We have devised the health insurance policy for all the employees working under sales department. We are planning to cover most of the employees of the office but this will be done gradually. Right now, employees who are single can take health insurance for themselves and their parent and employees who are married can take this opportunity to cover the medical treatments of themselves and their spouse and children.

Thanking you in anticipation.

Admin Department

Sample Letter to Cancel the Insurance Policy

Sample letter format to cancel the insurance policy.  Insurance companies save the persons by providing a safe and secure future in shape of any financial threat. Many times it becomes very difficult to pay the installments of insurance of certain times as it falls in the way of financial depression of the entitles person. In such states cancellation of the policy is the best thing to do.

Sample Letter to Cancel the Insurance Policy

To,
The Supervisor
Cancellation department,
Lifelong Insurance Company,
London, United Kingdom.

Subject: Sample letter to cancel the insurance policy

Respected Sir,

It is to state with humility that I had signed an agreement with you three years back in shape of insurance policy. My policy number is LA-908734521 and the date of commencement was 31 st December, 2015. I had paid the premiums of $200 per year for $20000 at the maturity time that supposes to be fall in 2030.

When I took the policy I was sailing in the best financial flow and it was very easy for me to pay the above said meager amount per year or annually, but fate has its own unseen winds and routes that cast you into total oblivion when struck! The same scenario happened to me a week before as my company faced the worst of worst financial depression that made my heart sink. I am now in no position to continue with this policy and so I decided to cancel the insurance of my life and wanted you to kindly refund me the total amount as soon as possible.

With this request piece I had also attached the photo copies of paid receipts of installments as a token of proof. I am eager enough to hear a pleasant wave from your side at the earliest. Thanking you in anticipation.

Yours Sincerely,
Mr. Carton King,
3 rd May, 2017.

Letter to Insurance Company for Medical Claim

Sample Letter Format to Insurance Company for Medical Claim. Insurance Companies are great way in providing the financial security and the related facilities to their policy holders. Medical Claim clause is another facility they provide to give mental respite to the affected person. Persons who wanted to claim their medical expenses from their respective insurance companies can use this sample to help themselves.

Sample Letter to Insurance Company for Medical Claim

From:
Mr. Tom Andrew
House No. 312, Street no. 94, West Avenue.
California, United States of America.

To:

Mr. Jacob Fernz,
Manager, Summit Insurance Company.
California, United States of America.

Subject: Letter to Insurance Company for Medical Claim

Respected Sir,

With due respect and honour it is to state that I am transporting this letter to demand repayment for the appropriate medical operating cost I have incurred due to pneumonia. I was admitted in the hospital named City Care Hospital for five days. I had spent a lot of money on the treatment so that I can get back my health and according to policy you are liable to pay me the required amount.

With this application I am enclosing all medical bills pertaining to my treatment and hospitalization as well as the amount I am requesting for compensation for your scrutiny and favourable action on your account. I hope you will give me happy tiding within ten business days or so. If you need any further information, you are free to call me at 6655 163 4587 or at tomloiusadnrew-1@live.com. I will be glad to contribute any more information you require. I will be brimmed with gratification if you consider my plea for medical claim and do the needful as soon as possible.
I value your time and hold up.

Yours Sincerely,
Mr. Tom Andrew,
14 th December, 2016.

Sample Request Letter of Family Health Insurance

Sample Request Letter of Family Health Insurance from the Company. This letter can be used by employees of certain organizations who wanted to secure the health of their family through health insurance policy and wanted to demand from their companies in which they are working.

Sample Request Letter of Family Health Insurance

To,
The Managing Director,
Rhodes and Trinity Electronic Company,
Buffalo, United States of America.

Subject: Request Letter of Family Health Insurance from the Company

Respected Signor,

I hope good will at your end. I am Mr. Jacob David and working at the post of Technical Engineer in this company from the past six years. Your arrival is blessed and pleasing for the personnel like me as you are proving yourself as a great
worker on human resource. The former MD was concerned only about the achievement of sales target and not interested in the wellness of his employees.

The very idea of yours regarding the health insurance of not only the employee but of his family also is a great step of yours and will be remembered even after the death. We all know that the expenses of hospitals and medicine are soaring higher and higher day by day and making it nearly impossible to treat the illness in better way.

I wanted the health insurance for my family. The detail of my each member is detailed with this application together with all the necessary documents. I would again like to say that this step of insuring the family health of the workers of your company, will earn you good name and bundle of prayers throughout your life.

Thank you so much Sir!

Yours Sincerely,
Mr. Jacob David,

Claim Letter to Insurance Company Regarding Car Accident

Claim letters are the legal process through which the client can convey his message to the respective company for the recovery of his loss. Many of us are wise enough to get our property saved and secured in reasonable manner for our futures. Insurance companies proposed the facility of financial security in case of damage, theft or completely burnt out items.

Sample Claim Letter to Insurance Company Regarding Car Accident

The Manager,
UP Bihar Insurance Company
India.

Subject: Claim Letter to Insurance Company Regarding Vehicle Accident

Respected Sir,

I hope sound and good health at your side. I am an employee of National Bank of India at the seat of Manager. Recently I got my car no. EFU-0812 insured for rupee 30,000 annually on premium of 15,000 at quarterly basis from this insurance company. The company gave the facility of damage insurance free of cost for the first four months. I got my car accident yesterday and the front part of my car is badly damaged and luckily the time frame does not exceed four months as mentioned in clause B. section 1. Now I reserved the right of free damage repair of my car from this company as per rule.

Kindly accept my claim for damage and get my finances mended as soon as possible. I am looking forward for your cooperation and hurrying recovery action on the grounds of both my car and my finances that I am currently spending on the car from my own pocket. The receipt of garage owner and mender is attached for quick action. Thanking in anticipation.

Yours Sincerely,
Mr. Arjun Aghnihotri Rai
November, 9, 2015

Claim Letter to Insurance Company Regarding Car Accident
Claim Letter to Insurance Company Regarding Car Accident

Insurance Agent Sample Cover Letter

A template of Insurance agent sample cover letter. It is an attractive cover letter along with resume as this is vital part of passing for interview purpose. Some of the jobs like Insurance  Agent/ Marketing Sales Agent or manager insurance department require you to be quiet alert as there is chance of facing huge amount of competition. You can change it according to vacant post and requirement.

Sample Cover letter Insurance Sales Agent

The General Manager,
ABC Company.

Dear Sir,

Subject: Appointment as an Insurance Agent

According to yesterday’s Dawn, Lahore you want an active graduate to work as an insurance agent. I submit the following facts for your kind consideration.I passed the intermediate examination from the Government College and got 2nd division.

I passed BA Examination in English Economics and History from the same college and got high first division.I wrote articles for my college magazine from time to time both in English and Urdu.I was one of the most successful debaters in the college, and won prizes in debates held on provincial and national levels. After passing the examination, I worked for two years as a columnist for an Urdu daily. In my writings,I discussed social and economic problems.

I am a young man of 24 in good health. I am very much interested in the insurance profession. I am ready to go through a training course in your company once I am selected to work as an insurance agent, At the start, I would like to serve your company as an insurance agent. Then, if I succeed in promoting or expanding your business. I might like to do some managerial work. I am submitting attested copies of my degree and character certificates.

I can provide reliable references that can convince you of my capabilities.

With my best Regards,

Yours Sincerely,
XYZ.

Cover letter Insurance Sales Agent
Cover letter Insurance Sales Agent