Post-Quote Follow-Up

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

8 emails21 daysTrigger: Quote sent

Email 1: Your {{coverage_type}} Quote Is Ready, {{first_name}}

Send after 0 days

Subject: Your {{coverage_type}} Quote Is Ready, {{first_name}} Preheader: Here's your estimated premium - plus I'm checking for better rates right now Hi {{first_name}}, Thank you for requesting a {{coverage_type}} quote. I've put together your initial estimate based on the information you provided. Your Estimated Annual Premium: {{quote_amount}} Estimated Down Payment: {{down_payment}} Estimated Monthly Payment: {{monthly_payment}} These numbers are based on competitive rates from multiple carriers. Depending on your specific situation, I may be able to find you an even better rate. Ready to move forward? You have two options: 1. Click here to accept this quote and start your application: {{quote_link}} 2. Reply to this email or call me directly at {{agent_phone}} if you have questions. I'm also shopping your coverage with additional carriers right now. Look for another email from me within the hour with any better options I find. {{agent_name}} {{agency_name}} {{agent_phone}}

Email 2: {{first_name}}, what did you think about your insurance quote?

Send after 1 day

Subject: {{first_name}}, what did you think about your insurance quote? Preheader: Following up on the coverage options I sent yesterday Hi {{first_name}}, I wanted to follow up on the {{coverage_type}} quote I sent you yesterday. Have you had a chance to review it? If you haven't spoken with one of our agents yet, we can quote you rates from up to {{number_of_carriers}} different carriers to find you the best price possible. All it takes is a quick call to finalize your quote: {{agent_phone}} If you've received a firm price and you're ready to make a decision, let me know. I'm here to help every step of the way. If our quote isn't the right fit for what you're looking for, I'd appreciate you letting me know. I respect your time and want to make sure you find the right coverage for your needs. Feel free to call {{agent_phone}} or reply directly to this email with any questions. {{agent_name}} {{agency_name}} {{agent_phone}}

Email 3: Everything you need to know about {{coverage_type}} Insurance

Send after 3 days

Subject: Everything you need to know about {{coverage_type}} Insurance Preheader: Your free guide to making the right insurance decision {{first_name}}, Whether you end up working with me or another agent, I want you to make an informed decision about your {{coverage_type}} coverage. I put together a guide called "Everything You Need to Know About {{coverage_type}} Insurance" that answers the questions I hear most often: - How much coverage do I actually need for my business? - What's the difference between different policy types? - What does {{coverage_type}} insurance NOT cover? - How do I know if I'm overpaying? Download it here (no strings attached): {{ebook_link}} This information could save you thousands of dollars and a lot of headaches down the road. At {{agency_name}}, we can currently quote you up to {{number_of_carriers}} different insurance companies to get you the best price available. Often better than what you'd get going to any of those companies directly. If you have questions after reading the guide, or if you're ready to finalize your coverage, I'm here to help. {{agent_name}} {{agency_name}} {{agent_phone}}

Email 4: Here's what {{review_count}} customers say about working with us

Send after 5 days

Subject: Here's what {{review_count}} customers say about working with us Preheader: Real reviews from business owners like you Hey {{first_name}}, I wanted to check in and see how your search for insurance is going. You might be skeptical about buying a policy from someone you haven't worked with before. That's completely understandable. Instead of me telling you why we're different, here's what {{review_count}} other business owners have said about getting their coverage through {{agency_name}}: [Include 3-4 review snippets here] Read more reviews here: {{review_link}} At {{agency_name}}, we take pride in providing personalized insurance solutions for every client. We'd love to do the same for you and your business. Still shopping for a {{coverage_type}} policy? We can quickly quote you up to {{number_of_carriers}} companies to find the best price available. All you need to do is give us a quick call. {{agent_phone}} {{agent_name}} {{agency_name}}

Email 5: Hey {{first_name}}, quick question

Send after 7 days

Subject: Hey {{first_name}}, quick question Preheader: Is there anything specific holding you back? Hey {{first_name}}, About a week ago you requested a {{coverage_type}} quote from us. Is there something specific holding you back from moving forward? I'd genuinely like to know if there's something I could have done better, or if you have questions I haven't addressed. Feel free to reply directly to this email with any feedback or questions. Our team is standing by to help with anything you need. I'd love to hear what you think. {{agent_name}} {{agency_name}} {{agent_phone}}

Email 6: Why go through a broker instead of directly to an insurance company?

Send after 10 days

Subject: Why go through a broker instead of directly to an insurance company? Preheader: This one thing could save you hundreds on your {{coverage_type}} Hey {{first_name}}, A question I get asked all the time: "Why should I go through you instead of just calling an insurance company directly?" Here's the honest answer: When you go directly to any individual insurance company, they know you're only talking to them. So they quote you a higher rate and don't give you any discounts. With {{agency_name}} by your side, we make these insurance companies compete for your business against each other. This competition drives down the rate you'd typically pay compared to going directly to any of them for a quote. That, combined with our {{years_experience}} years of experience and specialized quoting process, allows us to get you the best and lowest rate possible. Ready to see if you can save on the {{coverage_type}} coverage you need? All it takes is one phone call that'll take about 15 minutes. After that, we can get you quotes from up to {{number_of_carriers}} different insurance companies all at once. Reply to this email or give us a call at {{agent_phone}}. Let's make sure you're covered for whatever comes your way. {{agent_name}} {{agency_name}} P.S. We can also help you save on commercial auto, workers' comp, builder's risk, umbrella policies, and more. Just ask.

Email 7: Still need a {{coverage_type}} policy, {{first_name}}?

Send after 14 days

Subject: Still need a {{coverage_type}} policy, {{first_name}}? Preheader: What happens if you operate without proper coverage Hey {{first_name}}, Did you ever get that {{coverage_type}} policy you were looking for? About a week ago you requested a quote from us. I hope you had a chance to review it and speak with one of our agents. We're here to help if you still need a policy. Just reply to this email or call {{agent_phone}}. A lot of business owners think they can operate without proper coverage in place. Here's a quick refresher on some worst-case scenarios you could face without a current policy: - A catastrophic accident leads to massive financial responsibility costing 7+ figures, or worse, bankruptcy - A subcontractor's negligence causes costly damage or liabilities you pay out of pocket - Painful lawsuits drain your finances and reputation - Natural disasters or unforeseen events leave you with a hefty rebuilding bill - Theft or loss of materials and equipment that tarnish your reputation and empty your pockets That's just a small fraction of what could happen. Don't let these nightmares become your reality. By working together, we can find you an affordable insurance package that gives you the best protection at the most competitive rate. All through an easy, hassle-free process over the phone. Plus, we can get your Certificate of Insurance in as little as one hour once your policy is finalized. Ready to find out if you can save? All it takes is one 15-minute phone call. We can get you quotes from up to {{number_of_carriers}} different companies. If you already have a policy through another provider, we can shop around to see if we can beat your current rate. {{agent_phone}} Stay safe and keep building! {{agent_name}} {{agency_name}}

Email 8: {{first_name}}, final follow-up on your {{coverage_type}} quote

Send after 21 days

Subject: {{first_name}}, final follow-up on your {{coverage_type}} quote Preheader: Moving your file to inactive unless I hear back {{first_name}}, I've reached out a few times about the {{coverage_type}} quote you requested. I want to respect your inbox, so this will be my last email in this sequence unless I hear back from you. If you're still interested in coverage or want to compare your options, just reply "Still interested" and I'll send over fresh pricing. If you've already found coverage elsewhere or decided this isn't the right time, no response needed. I'll move your file to inactive. Either way, I appreciate you considering {{agency_name}}. If your situation changes down the road, you know where to find me. {{agent_name}} {{agency_name}} {{agent_phone}}