Ready-to-Use Templates
Copy these templates and customize them for your needs. Each includes HTML and plain text versions.
Your {{policyType}} quote from {{agentName}} — {{quoteAmount}}/{{quotePeriod}}
Here's a summary of your quote. I'm available to answer any questions and help you get covered.
Your {{policyType}} policy renews {{renewalDate}} — action needed
Your policy is up for renewal. Here's your current coverage, any changes, and what you need to do.
Claim update: {{claimNumber}} — {{claimStatus}}
Your claim has been updated. Here's the latest status and what happens next.
{{clientName}}, you might have a gap in your coverage
Based on your current policies, there's an area where additional coverage could protect you. Here's what I recommend.
Best Practices
Follow up on quotes within 1 hour — insurance shoppers compare multiple agents simultaneously
Include the quote expiration date to create genuine urgency
Renewal reminders should show both current and new premiums side by side
Claims updates should always include the adjuster's direct contact information
Cross-sell emails should frame coverage gaps as protection recommendations, not sales pitches
Include your license number in every email footer — it's required and builds trust
Common Mistakes
Slow quote follow-ups — prospects who requested quotes from 3 agents go with the fastest responder
Renewal reminders without premium information — clients want to see the numbers upfront
Radio silence during claims — clients are already stressed and silence makes it worse
Aggressive cross-selling that feels like upselling rather than protecting the client
Missing license numbers or required insurance disclaimers
Sending cross-sell emails immediately after a claim — terrible timing
Subject Line Examples
Timing & Performance
Personalization Tips
Insurance agents who grow their book of business consistently share one trait — they communicate proactively at every stage of the client lifecycle. From the first quote follow-up to the annual renewal, from the stressful claims process to the coverage review that identifies gaps, every touchpoint is an opportunity to demonstrate your value.
These templates address the four highest-impact moments in insurance client communication. Quote follow-ups that beat the competition with speed and professionalism. Renewal reminders that prevent policy lapses and open conversations about coverage changes. Claims updates that reduce anxiety and reinforce that you're in their corner. And cross-sell emails that identify genuine protection gaps, positioned as client advocacy rather than sales.
Every template includes the professional details insurance communication requires — license numbers, carrier information, policy numbers, and appropriate disclaimers. Customize them for your agency, your carriers, and your clients, then let automation handle the follow-up while you focus on the conversations that close business.
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Frequently Asked Questions
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