7 Insurance Email Templates You Can Use Today
Whether for life, home, auto, or something else altogether, an insurance policy helps consumers protect their assets from potential damage or total loss. Often, this can be a hard sell for agents – who wants to spend money on something they may not use?
As an insurance sales agent, you’re no stranger to this “dance” of selling something people need, but don’t really want to buy. You’re well-versed in the routine email marketing that courts new clients. At this point, you can probably pitch a prospect in your sleep. Yet, there’s a tedious nature to the repetition of sending an email you know works while addressing the prospect’s unique needs. Here are seven insurance email templates you can use today to help reach more people and help boost your bottom line.
Type of Insurance Emails to Send
Insurance agents send all sorts of emails at each stage of the marketing funnel. Here’s a quick review of the emails an insurance agent can expect to send on a typical day.
Welcome
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This email is pretty straightforward; it’s your first contact with a subscriber. Essentially, with email marketing, somewhere along the way, someone clicks a box or signs up for something that gives their permission to accept emails from you or your company. And first impressions are important because a bad first impression can lead to a swift “unsubscribe.” So, figure out what kind of email this new contact is expecting and what would interest them the most.
Proving Value
This type shows your potential lead why the emails you're sending them are worthwhile. Tips related to your field – like an article about safe driving tech in an auto insurance sales email – can help prove your value.
Post-Purchase Email
The post-purchase email is what follows after a client bought an insurance policy from you. At first glance, this email might not strike you as important, but don’t let victory distract you from this golden opportunity. Take this moment to show appreciation, as well as a small push to spread the word to mutual acquaintances about your insurance offerings.
Feedback
When you send emails after interactions with customers asking for further comments or opinions, it makes customers feel seen, heard, and respected. Send emails asking for feedback biannually and following every immediate communication. It’s an effective way to gather testimonials and evaluate customers’ needs. Plus, you can use the feedback to improve your own processes.
Announcement or Update Email
Whether a new product, an additional service, or a change that affects your customer, this email type is all about sharing news. Sure, this has a practical upselling purpose, but it also demonstrates that you’re thinking of customers’ needs and wants long after the main interaction took place.
Tips for writing the best insurance sales emails
A successful business relies on email campaigns. Whether you work directly for an insurance company or an insurance agency, these tips, and tricks can save time while attracting more customers.
Keep it Brief
Brevity is the soul of wit, and it also happens to be the soul of a great sales email. No one wants to read through an essay-length email. When you keep it short, sweet, and straightforward, you cut right to the meat, not wasting valuable word count with filler text.
Be Direct
In line with keeping it brief, be upfront with email subscribers. If you dance around the point, people will see right through that — too often, we associate politeness with timidness. But people don’t respond well to this approach, especially when they’re well aware of the purpose behind the email: to make a sale. So implement brevity and get to the point. You can be both compassionate and direct.
Avoid Spam Trigger Words
Certain words in the subject line of your email can send it straight to the dreaded spam folder. Familiarize yourself with the 200+ words to avoid in email subject lines. Several of these words are obvious, yet others, like “insurance” or “your income,” may raise a red flag. Be aware and do your research. It’s a huge bummer if your well-crafted email never reaches its intended audience because of a single word.
Follow Up
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While you don’t want to overwhelm your subscribers, it’s important to follow up on each interaction. Part of sales is being persistent and knowing how to toe that line, so you can remind prospects of the valuable coverage options you have to offer. You want to give them timely reminders of the policies or plans you offer because otherwise, they’re likely to forget.
Measure Your Results
If your emails have a high bounce rate or aren’t leading to conversions, then you may have to re-evaluate and adjust your marketing strategy. So look at your results, check out the numbers, and identify the trends of successful click-through rates or disappointing unsubscribe rates. Without the concrete data, then you won’t be able to improve your process and generate a higher return on investment.
Best Insurance Email Templates To Use
The best insurance email templates can save you hours each month. That’s because you’ve already put in the work to each email. All you need to do is add a bit of personal pizzazz, and off your email goes. Try these seven templates that can help you address many common scenarios you face each day.
Competitive Quote Email Template
Hi {formtext: name= Anna ; cols =5},
I’m thrilled that we spoke yesterday about your medical insurance coverage needs. I understand what you’re looking for in a plan, and I’ve done some research to give you a competitive quote at an affordable cost.
All you have to do is verify your contact information, and we can get started:
Thank you for your time and consideration. At Wilford Insurance, we know how important coverage is, and it’s our mission to save you time and money.
Sincerely,
Peter Smith Sales Manager
Past Client Email Template
Hi {formtext: name= Mira; cols=5},
Thank you for being a valued policyholder. I know it’s been a while since we last spoke, but we have some exciting changes that I’m eager to share with you.
I can now offer you a new option that will save you money without changing coverage. One of the best in the current market, this competitive price will save you $800 compared to your previous plan with us.
Get your free quote by clicking here, or give me a call at 888-3521 to learn more. If you have any questions, I’m here to help.
Sincerely
Peter Smith Sales Manager
Cold Call Follow Up Email Template
Hi {formtext: name=Roy ; cols=4},
Thank you for talking with me about your insurance needs. I know that shopping around for a home insurance policy can be overwhelming. But at Wilford Insurance, we keep all your needs and non-negotiable asks in mind.
To make this process easier, attached is a document with frequently asked questions for you to review. Information is a powerful tool in the policy search process, and we want you to have all the answers before deciding on the perfect policy for your needs.
And after reviewing your current insurance policy, I noticed a $2000 premium increase over the last year that I can eliminate with a competitive quote from our insurance agency.
Simply click here to get your free quote, or give me a call at 888-3521 to learn more. If you have any questions, I’m here to help. Once again, thank you for considering Wilford Insurance.
Sincerely,
Peter Smith Sales Manager
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Asking For a Referral Email Template
Dear {formtext: name= Maury; cols =5},
Thank you for being an esteemed policyholder at Wilford Insurance. Your loyalty and trust in us to provide you with the best service possible makes our job an absolute delight.
And because of your continued trust, we’d like to extend an invitation to join our referral program. By referring friends, family, colleagues, or neighbors, you get $500 discounted from your annual premium.
Submit your referral here, and then I’ll send you promo code ASAP.
Enjoy the rest of your week!
Best wishes,
Peter Smith Sales Manager
Converting Lost Prospects With a Discount Email Template
Dear {formtext: name=Bob; cols=4},
I know the insurance market has become increasingly more competitive, but as the market changes, we want our prices to always reflect the best deal possible. That’s why we’re offering discounts on a flat 10% off on all our policies this month.
These decreased prices help increase the affordability of our products, so you never have to sacrifice quality for cost.
Please give me a call whenever you’re available at 888-3521 to learn more about this limited time deals. You can also reach out to me by replying to this email. I’m confident that these savings will exceed your expectations.
Best Regards,
Peter Smith Sales Manager
Policy Renewal Email Template
Hi {formtext: name=Leslie ; cols =8}
With your car insurance renewal coming up, I wanted to make sure you get the best deal possible. Since you last renewed your policy, we’ve made major changes to our prices.
Now, we have more coverage options than ever before, and we offer more perks for users who meet our long term usage criteria.
I know that the options out there are overwhelming, but at Wilford Insurance, we’ve got your best interest in mind, so you’re always protected. With life’s unpredictability, it’s our mission to eliminate the unnecessary headache associated with insurance.
If you have any questions or concerns about your policy renewal, please give me a call at 888-3521.
Sincerely,
Peter Smith Sales Manager
Setting Up a Meeting With a Prospect Email Template
Hi {formtext: name= Jonah ; cols=7} ,
As an agent with Wilford Insurance for 7 years and a policyholder myself, I’ve seen just how important life insurance is when it comes to protecting you and your family. I also know that there are a lot of options out there, and it can be hard to find the right fit for you.
That’s why I’d love to arrange a meeting with you to tell you more about all our offerings and the savings we provide. Our competitive prices are some of the best in the market.
Let me know when you’re available, so I can give you all the essential details and answer any questions you might have. Feel free to schedule a call with me by replying to this email.
I look forward to connecting with you!
Best Regards,
Peter Smith Sales Manager
Get the Word Out Fast with Text Blaze
As an insurance sales agent, emails are a part of the job. But this endless typing can become a bit repetitive, and there’s no need to re-write the same email dozens of times a day with minor adjustments.
Text Blaze’s snippets and dynamic templates can save you precious time. The templates allow you to create, save, and constantly personalize these insurance email templates. You’ll have all the best templates right at your fingertips, so you can provide consistent, error-free messaging. When you have your sales email funnels ready, there’s no telling what you can accomplish!
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