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

Past Client Email Template

Cold Call Follow Up Email Template

Personalize Insurance Sales Emails!

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Asking For a Referral Email Template

Converting Lost Prospects With a Discount Email Template

Policy Renewal Email Template

Setting Up a Meeting With a Prospect Email Template

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!

Want to turbo charge your work with templates and snippets? Text Blaze is the fastest way to do that.

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