Insurance Agents Email Sequences

Automated email sequences designed for insurance agents businesses. Each sequence includes triggers, timing, and ready-to-use subject lines.

Post-Quote Follow-Up

8-email follow-up after sending an insurance quote.

8 emails21 days
Trigger: Quote sent

Long-Term Nurture

5-email long-term nurture sequence after quoting.

5 emails240 days
Trigger: No response after quote

Renewal Reminders

Pre-renewal and renewal deadline reminders.

2 emails10 days
Trigger: Renewal upcoming

Cross-Sell for Active Customers

2-email cross-sell sequence for existing policyholders.

2 emails3 days
Trigger: Active policyholder

Prospect Re-Engagement

2-email re-engagement sequence for past prospects.

2 emails5 days
Trigger: Dormant prospect

Reactivation for Canceled Customers

2-email win-back sequence for lapsed customers.

2 emails7 days
Trigger: Policy canceled