From: Priya Raghunathan <praghunathan@riversideinsgroup.com>
Sent: Tuesday, April 14, 2026 8:12 AM
To: Tonya Beckwith <tbeckwith@riversideinsgroup.com>
Subject: RE: New client - welcome msg

Tonya - here is what I send. Feel free to use it.

Order matters. I do billing setup FIRST, before anything else goes out. Learned that the hard
way after the Ackerman mess last year. If the payment method is not on file the policy can
lapse before anybody notices.

-P

---------- my version ----------

Hi [name],

Welcome aboard. Before I send your documents I need to get your billing set up. Two minutes,
I just need a card or bank account on file and whether you want monthly or paid in full.

Once that is done I will send:
- intake form (please fill out and send back before our kickoff call)
- policy docs

Then we will do a 20 minute kickoff call to go over what is actually covered. Most people skip
this and then call me in a panic six months later, so I do not make it optional.

Talk soon,
Priya Raghunathan
Riverside Insurance Group
828-555-0118

---------- Original Message ----------
From: Tonya Beckwith
Sent: Monday, April 13, 2026 4:47 PM
Subject: New client - welcome msg

Hey - do we have a standard welcome email anywhere? Dale sends a letter, Marcy sends an
email, I do not know what I am supposed to be doing. Is there a template?

Tonya
