When an insurance agent can no longer manage a client’s account, this letter can refer a colleague and inform the client of policy status.
Dear Mr./Ms. Clientname,
This letter is to inform you that I can no longer serve as your insurance agent. I have (moved/lost my license/left the agency).
I'm happy to refer you to my colleague, (Name). If you wish to shift to another agency, your file (is online/is available/will be destroyed). Regardless, your current (life/auto/home/health) insurance policies will remain in effect until (date).
I wish you the best in the future. It was a pleasure being your agent.
