Take the following suggestions as guidelines for phone calls, face-to-face meetings, or written correspondence. The option for communicating the message will depend on your style and your relationship with that policyholder.
- "I am redirecting my business toward estate planning (or businessowners) and my efforts may not be appropriate for you at this time. If your needs change, please contact me; however, I will be forwarding your policyholder services to Bob Crawford, so you will receive the attention and service you deserve."
- "My client base has grown to the degree that I don't feel I can provide the level of service you deserve. For that reason, I am turning over your policyholder service to Mindy Carmichael who specializes in your insurance and financial services parameters."
- "While I have greatly enjoyed and appreciated your business and confidence, I've begun to specialize in other areas. Consequently, I will be turning over your policy service needs to someone who can better serve your current financial services needs. I have several people in mind and would be happy to discuss them with you. Please contact me at your earliest convenience."
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