Post-Quote Follow-Up 03: Educational Resource Delivery
Send a helpful guide to build trust and reduce confusion.
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}}Tip: Replace the variables in {{brackets}} with your specific information before sending.
Quick Actions
Template Details
- Industry
- Insurance Agents
- Email Type
- Post-Quote Follow-Up
- Variables to Customize
- 7 fields
Customizable Fields
When to Use This Template
This Post-Quote Follow-Up 03: Educational Resource Delivery template is designed for insurance agents professionals who need to follow-up sequence after a quote.
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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Check in 24 hours later to prompt review and invite questions.
Post-Quote Follow-Up 04: Social Proof & Reviews
Use reviews and proof to overcome hesitation and build credibility.
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