Free TemplateCross-sell

Cross-Sell 01: Insurance Check-Up Offer

Offer a coverage review to cross-sell other policy types.

Subject Line

Want an insurance check-up to make sure you're not overpaying? Preheader: As a valued customer, let us review your other policies

Email Body
Hey {{first_name}},

It's {{agency_name}}! Just a quick check-in to make sure you're not potentially overpaying for any of your other insurance policies.

As a valued customer with an active {{current_policy_type}} policy with us, you already know how we take pride in offering personalized, tailored insurance plans that meet your business needs.

Did you know we can do the same for any of your other insurance needs too?

We can get you competitive quotes for commercial auto, workers' comp, general liability, builder's risk, bonds, umbrella policies, and more.

Our {{years_experience}} years of experience combined with our specialized quoting process allows us to get you the best rates possible from top insurance providers.

Could you be saving more? Are you potentially overpaying on any of your other policies?

Pick the policy you need below, then fill out the form to find out if you can save:

[Get a General Liability Quote] {{gl_quote_link}}

[Get a Commercial Auto Quote] {{auto_quote_link}}

[Get a Workers' Comp Quote] {{wc_quote_link}}

Let's keep you covered without breaking the bank!

{{agent_name}} {{agency_name}}

P.S. If you'd prefer to get a quote over the phone or need another type of policy, give us a call at {{agent_phone}}

Tip: Replace the variables in {{brackets}} with your specific information before sending.

Template Details

Industry
Insurance Agents
Email Type
Cross-sell
Variables to Customize
9 fields

Customizable Fields

{{first_name}}{{agency_name}}{{current_policy_type}}{{years_experience}}{{gl_quote_link}}{{auto_quote_link}}{{wc_quote_link}}{{agent_name}}{{agent_phone}}

When to Use This Template

This Cross-Sell 01: Insurance Check-Up Offer template is designed for insurance agents professionals who need to additional coverage opportunities.

Simply replace the placeholder variables with your information and send. For even better results, use our AI email generator to customize the tone, length, and messaging to perfectly match your brand voice.

Frequently Asked Questions

How do I use this email template?

Copy the template above, replace the variables in {{brackets}} with your specific information, and paste it into your email client.

Is this template really free?

Yes! This template is completely free to copy and use.

Can I modify this template?

Absolutely. Feel free to adjust the tone, add or remove sections, and customize them to match your brand voice.

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