Quotation templates

Quotation Email Templates

In order to streamline the responses being sent from the Unit, the below Quotation Templates were created:

QUOTATION EMAL TEMPLATES

Private Motor Quotation –Comprehensive Private Motor Quotation –Third Party Commercial Own Goods Motor Quotation –Comprehensive Commercial Own Goods Motor Quotation –Third Party Private Motor Quotation –Comprehensive (Courtesy Promotion) Homeowners Comprehensive Quotation

The templates can be amended to reflect the type of product being quoted and it can be found on the Call Centre Drive.

Good Day [Name of Client]

Thank you for contacting Sagicor General Insurance Inc. and for giving us the opportunity to provide you with a quotation on your investment.

Please find our Private Motor Comprehensive Insurance quote below:

Vehicle:

Premium:

Compulsory Excess:

Non-Declared Driver Excess:

Loss of Use (Free Rental Vehicle): 2012 Toyota Hilux, 3000CC, Value: $44,000.00

$2,849.51 + $11.00 Stamp Duty = $2,860.51

$1,500.00

$2,000.00 (additional)

14 days

Payment Terms: One (1) to Six (6) consecutive monthly installments without interest Seven (7) to Ten (10) consecutive monthly installments with interest

Quotation is valid for thirty (30) days.

Should cover be required the following documents would have to be submitted: • Fully completed Proposal Form (attached) • Fully completed Know Your Customer Form (attached) • Proof of ownership letter OR Proforma Invoice • Copy of updated Valuation • Copy of Drivers Licence OR Visitors Registration Certificate for all noted drivers • Copy of Barbados Identification Card/Passport • Proof of Address –Utility Bill/Bank Statement/Cave Shepherd Statement/ Massy Statement/Government Issues Document (no older than 3 months)

If you agree with the above quotation, kindly scan and email the requested documents so that we can begin the process of adding you to the Sagicor General Insurance family.

Good Day [Name of Client]

Thank you for contacting Sagicor General Insurance Inc. and for the opportunity to provide you with a quotation on your investment.

Please find our Private Motor Third Party Insurance quote below:

Vehicle:

Premium: 2000 Nissan Sunny, 1500CC

$1,100.00 + $2.50 Stamp Duty = $1,102.50

Payment Terms: One (1) to Six (6) consecutive monthly installments without interest

Quotation is valid for thirty (30) days.

Should cover be required the following documents would have to be submitted: • Fully completed proposal form (attached) • Proof of ownership letter OR Proforma Invoice • Copy of Roadworthy Certificate • Copy of Drivers Licence OR Visitors Registration Certificate for all noted drivers • Copy of Barbados Identification Card/Passport • Proof of Address –Utility Bill/Bank Statement/Cave Shepherd Statement/ Massy Statement/Government Issues Document (no older than 3 months)

If you agree with the above quotation, kindly scan and email the requested documents so that we can begin the process of adding you to the Sagicor General Insurance family.

Good Day [Name of Client]

Thank you for contacting Sagicor General Insurance Inc. and for the opportunity to provide you with a quotation on your investment.

Please find ourCommercial Own Goods Comprehensive Insurance quote below:

Premium:

Compulsory Excess: 2012 Toyota Hilux, 3000CC, Value: $44,000.00 $2,849.51 + $11.00 Stamp Duty = $2,860.51

$1,500.00

Payment Terms: One (1) to Five (5) consecutive monthly installments without interest Six (6) to Ten (10) consecutive monthly installments with interest

Quotation is valid for thirty (30) days.

Should cover be required the following documents would have to be submitted: • Fully completed Proposal Form (attached) • Know Your Customer Form (attached) • Proof of ownership letter OR Proforma Invoice • Copy of updated Valuation • Copy of Vehicle Examiners Certificate • Copy of Drivers Licence OR Visitors Registration Certificate for all noted drivers • Copy of Barbados Identification Card/Passport • Proof of Address –Utility Bill/Bank Statement/Cave Shepherd Statement/ Massy Statement/Government Issues Document (no older than 3 months)

If you agree with the above quotation, kindly scan and email the requested documents so that we can begin the process of adding you to the Sagicor General Insurance family. Good Day [Name of Client]

Thank you for contacting Sagicor General Insurance Inc. and for the opportunity to provide you with a quotation on your investment.

Please find ourCommercial Own Goods Third Party Insurance quote below:

Vehicle:

Premium: 2012 Toyota Hilux, 3000CC $2,500.00 + $2.50 Stamp Duty = $2,502.50

Payment Terms: One (1) to Five (5) consecutive monthly installments without interest

Quotation is valid for thirty (30) days.

Should cover be required the following documents would have to be submitted: • Fully completed Proposal Form (attached) • Know Your Customer Form (attached) • Proof of ownership letter OR Proforma Invoice • Copy of Vehicle Examiners Certificate • Copy of Drivers Licence OR Visitors Registration Certificate for all noted drivers • Copy of Barbados Identification Card/Passport • Proof of Address –Utility Bill/Bank Statement/Cave Shepherd Statement/ Massy Statement/Government Issues Document (no older than 3 months)

If you agree with the above quotation, kindly scan and email the requested documents so that we can begin the process of adding you to the Sagicor General Insurance family. 80 Thanks for choosing Sagicor General Insurance Inc.

Good Day [Name of Client]

Thank you for contacting Sagicor General Insurance Inc. and for giving us the opportunity to provide you with a quotation on your investment.

Please find our Private Motor Comprehensive Insurance quote below:

Vehicle:

Premium:

Compulsory Excess: 2018 Hyundai Tucson, 2000CC, Value: $120,995.00 $3,351.69 + $30.25 Stamp Duty = $3,381.94

$3,025.00

Non-Declared Driver Excess: $2,000.00 (additional)

Loss of Use (Free Rental Vehicle): 14 days

Payment Terms: One (1) to Six (6) consecutive monthly installments without interest Seven (7) to Ten (10) consecutive monthly installments with interest

Quotation is valid for thirty (30) days.

Should cover be required the following documents would have to be submitted: • Fully completed Proposal Form (attached) • Fully completed Know Your Customer Form (attached) • Proof of ownership letter OR Proforma Invoice • Copy of updated Valuation • Copy of Drivers Licence OR Visitors Registration Certificate for all noted drivers • Copy of Barbados Identification Card/Passport • Proof of Address –Utility Bill/Bank Statement/Cave Shepherd Statement/ Massy Statement/Government Issues Document (no older than 3 months)

We are currently running a promotion with Courtesy Garage where the premium is being discounted by $2,000.00 for the first year of insurance. In light of this, you would only have to pay $1,381.94.

If you agree with the above quotation, kindly scan and email the requested documents so that we can begin the process of adding you to the Sagicor General Insurance family.

Good Day [Name of Client]

Thank you for contacting Sagicor General Insurance Inc. and for the opportunity to provide you with a quotation on your investment.

Please find ourHomeowners Comprehensive Insurance quote below:

Location:

Construction:

Sums Insured: Four Hills, St Peter

Walls –Plycem Fibre Reinforced Cement Board, Roof –Permaclad

Building -$280,000.00

Premium:

Payment Terms: $1,764.00 + $70.00 Stamp Duty = $1,834.00

One (1) to Six (6) consecutive monthly installments without interest Seven (7) to Ten (10) consecutive monthly installments with interest

Quotation is valid for thirty (30) days.

Should cover be required the following documents would have to be submitted: • Fully completed Proposal Form (attached) • Know Your Customer Form (attached) • Copy of Barbados Identification Card/Passport • Copy of Land Tax Bill • Copy of Property Appraisal • Proof of Address –Utility Bill/Bank Statement/Cave Shepherd Statement/ Massy Statement/Government Issues Document (no older than 3 months)

If you agree with the above quotation, kindly scan and email the requested documents so that we can begin the process of adding you to the Sagicor General Insurance family.