Hello {{ip_full_name}},
I hope this email finds you well.
We have completed the policy validation for {{surrogate_full_name}}. Please log into your ART Risk Portal to review the results. The results will be located in your documents section.
As the next step, please contact your dedicated agent, Terie Stokes to discuss the policy validation as well as our additional services. Below, I have provided a link to her calendar so you may schedule a phone appointment at a time that is most convenient for you. Please note that this policy validation applies to the 2024 calendar year, unless explicitly stated otherwise. If your plan operates on a calendar-year schedule, we strongly recommend reviewing the policy again in 2025. Have a good day!
https://calendly.com/teriestokes
**At this time I will be forwarding the credit card information to accounting for billing
Thank you!
**If you wish to contact us, please do not reply to this message but instead contact one of our Client Success Liaisons at 661-257-6242 (via phone) or info@yourinsuranceresource.com (via email). For specific questions regarding your policy, please reach out to your Dedicated Agent. Replies to this message will not be read or responded to.