Reason Why Letter Generator

§1 Your info

Appears in the sign-off and closing.

Your full name

Business name (optional)

Phone

§2 Client & purchase details

Client's full name

Client's mailing address (optional)

Letter date

Purchase date

§3 Product & recommendation

Add one entry per product purchased — most sales are one, but add more for multi-product cases (e.g. term + critical illness).

Other products or insurers considered (optional)

§4 The client's needs

What did the client tell you about their situation and objectives? Write this the way you'd explain it back to them.

§5 Why this product

Why this product over the alternatives? Reference the fact-find and needs assessment.

§6 Implementation status

Recommendation fully implemented

Recommendation partially implemented

§7 Review & generate

This tool doesn't verify anything you enter. The letter should reflect an actual conversation with this client — don't generate content you haven't actually discussed with them.

I confirm this letter accurately reflects a real conversation with this client.

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Understanding your needs

Why I recommended this

Understanding your policy

What you need to do

Please read this letter and review your policy carefully, and contact me immediately if anything here is unclear or doesn't match your understanding. Keep this letter with your personal papers as a record of why you purchased this policy.

Yours truly,