We hope this letter finds you well and having a great start to 2020!
We have appreciated your business, referrals and loyalty for over a decade. Thanks to you our business has grown substantially, but during the process our work / family balance has become lopsided.
We’ve realized the importance for our own personal time, for our loving family and for our grandchildren. Given this personal realization, we began to look for ways to bring our lives back into balance, so after much thought and consideration, we have some exciting news to share with you.
We have decided to sell our insurance agency to Client First in West Bend, WI.
As part of their business, Client First has their own independent insurance agency serving a very similar geography and providing an insurance carrier roster like we do. We appreciate how they care for their clients across all aspects of their financial needs.
Client First has the right culture, background, core values and team resources to continue the important relationships and service levels we have worked so hard to develop with you. We are confident they share our values of personal, honest and knowledgeable service.
This change will not affect your policy or coverages. It’s business as usual.
The official date from Frangquist Insurance Agency to Client First Insurance Agency is March 1, 2020.
Moving forward Sue is taking a position with West Bend Mutual Insurance Company and Todd will be available through the transition period in spring to ensure a smooth handover.
We are so excited about the next steps in our life and we feel very comfortable and fortunate to have found an organization in Client First who can continue on with what we’ve built. They’ll be serving our own insurance needs and we’re glad they’ll be serving you as well.
Please keep an eye out for more communication on this in the future.
In the meantime, enclosed is the business card for Chris Waala. He has more than a decade of experience in the insurance industry. He’s born and raised in Washington County, a U.S. Army Veteran, a fun youth coach for football and wrestling and a world-class bear hugger.
Todd, Chris and Sue will be available for any questions you may have in the coming weeks.
Lastly, THANK YOU for your loyalty, your confidence, your support and your friendship for over a decade. We are humbled and grateful.
All the best,
Todd & Sue
Todd & Sue Frangquist
Introducing Client First & Chris Waala
Learn More About Chris
Chris is our friendly teddy bear with a jovial laugh and tons of insurance know-how. We love him. Chris holds licenses in property, casualty, health, and life insurance and has over ten years of experience providing personalized property and casualty insurance plans. Confidence, security, and peace of mind are some things you’ll experience working with Chris. He brings the same leadership and guidance to our clients as he has through his decades of service in the U.S. Army and coaching football and wrestling in our community. Chris is looking forward to partnering with you to provide you with outstanding insurance solutions.
Chris can be reached at 262-335-1700 or by email at firstname.lastname@example.org