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Chartered Insurance Institute
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Sample communication to customers

Notify existing customers

Be sure to inform existing customers of your new Chartered status in writing - it's a great opportunity to refresh contract and to reinforce your credentials.

Explain the exclusivity of the title, how it aligns with your organisation's values by underpinning best practice, good customer service and a commitment to ethical practice.

You can use the following sample communication as the basis for your announcement, changing the names and variables to match your organisation.

Chartered Insurance Brokers

Chartered Financial Planners