Long-Term Nurture
5-email long-term nurture sequence after quoting.
5 emails240 daysTrigger: No response after quote
Email 1: Hi {{first_name}}, just checking in
Send after 30 days
Subject: Hi {{first_name}}, just checking in
Preheader: Making sure you have our contact info saved
Hi {{first_name}},
It's been about a month since we put together that {{coverage_type}} quote for you.
Just wanted to make sure you have our contact information saved in case anything changes with your insurance situation.
Whether you need to: - Get a new quote for a policy coming up for renewal - Add coverage for a new project or contract - Ask a quick question about your current policy
We're here when you need us.
{{agent_name}} {{agency_name}} {{agent_phone}} {{agent_email}}
P.S. If you already got coverage elsewhere and you're happy with it, no need to respond. But if you ever want a second opinion on your rates, the offer stands.
Email 2: Quick question, {{first_name}}
Send after 45 days
Subject: Quick question, {{first_name}}
Preheader: Still in the market for {{coverage_type}}?
{{first_name}},
Haven't heard from you in about 6 weeks. Are you still interested in getting a {{coverage_type}} quote?
If so, just reply "YES" and I'll keep your file active. I'll also send you updated rates since pricing can change quarter to quarter.
If your situation has changed or you found coverage elsewhere, no worries. Just let me know and I'll update my records.
{{agent_name}} {{agent_phone}}
Email 3: Checking in on your insurance, {{first_name}}
Send after 90 days
Subject: Checking in on your insurance, {{first_name}}
Preheader: Are we still in the running for your business?
{{first_name}},
It's been about 3 months since you first reached out about {{coverage_type}} coverage.
I wanted to check in and see if we're still in play to compete for your business.
A lot can change in 90 days. Maybe you: - Got busy and this fell off your radar - Found temporary coverage and are looking for something better - Have a new project coming up that requires proof of insurance
Whatever your situation, I'm happy to provide a fresh quote based on current rates.
If you're interested, schedule a quick call here: {{calendar_link}}
Hope business is going well.
{{agent_name}} {{agency_name}} {{agent_phone}}
Email 4: We talked a while ago, {{first_name}}
Send after 180 days
Subject: We talked a while ago, {{first_name}}
Preheader: Would love a second chance to earn your business
{{first_name}},
We connected about 6 months ago regarding {{coverage_type}} insurance for your business.
At the time, the timing might not have been right, or maybe you went with another option.
I wanted to reach out because:
1. Rates change. What was quoted 6 months ago might be very different today.
2. Carriers change. We've added new options since we last talked.
3. Your needs change. A growing business often needs different coverage.
If you're open to it, I'd love a second chance to compete for your business. No pressure, just a fresh quote based on where things stand today.
Reply "Yes" if you'd like updated pricing, or schedule a call: {{calendar_link}}
Thank you for considering us again.
{{agent_name}} {{agency_name}} {{agent_phone}}
Email 5: One last check-in, {{first_name}}
Send after 240 days
Subject: One last check-in, {{first_name}}
Preheader: Closing your file unless I hear back
{{first_name}},
I've reached out a few times over the past several months about your {{coverage_type}} coverage.
I want to respect your inbox, so this will be my last email unless I hear back from you.
If you're still interested in getting a quote or comparing your current coverage to other options, just reply "Still interested" and I'll send over fresh pricing.
If you're all set and don't need anything from me, no response needed. I'll close out your file.
Either way, I appreciate you considering us. If your situation changes down the road, you know where to find me.
{{agent_name}} {{agency_name}} {{agent_phone}}