The Insurance Quote Email Template Used by a Lifetime President's Club Member [+ Free Email Templates]
When was the last time you checked your e-mail ? Chances are, it ’ s not been excessively long—one learn shows that 82 % of people check their e-mail at least daily ( with 11 % checking more than 15 times a day ! )
even more importantly, research shows that every $ 1 businesses spend on electronic mail market generates, on average, $ 38 in gross, and that the average ROI of an electronic mail is importantly higher than any other marketing channel. ( To give you an idea, the following best channel—direct mail—generates about $ 12.50 for every $ 1 spent. )
Your prospects are checking, connecting, and buy products through their electronic mail, so it ’ sulfur worthwhile to craft an effective indemnity electronic mail campaign. ( Tweet this ! ) And if you ’ re presently not using insurance e-mail market campaigns at all to grow your business, immediately is a great time to start ! ( It ‘s not deoxyadenosine monophosphate hard as you think. ) In this article we ‘ll contribution the reasons why you should be using e-mail templates, and give you a free one to get started.

Why use templates for insurance email marketing?

The stat above shows how frequently people check their emails in normal times, but in the midst of the current global pandemic ( when people are even more reliant on e-mail and the internet ), we can assume that number has increased. similarly, COVID-19 has transformed the means insurance agencies must do business .
now, with about no face-to-face contact, it ’ second even more crucial to consider the ways in which you communicate with potential customers. In addition to calling, you should besides be emailing and text message if possible. You can optimize your indemnity e-mail campaigns by using prove templates. Why use a template ?

  • It’s quick. Create insurance email campaign templates once and you’re done. It’s that easy—just copy and paste your templates (and customize as needed) for all your customers.
  • It saves time. You don’t have to reinvent the wheel (er, rewrite the email) every time you need to send a quote or other type of correspondence to a prospect or customer.
  • It’s consistent. Using templates in your auto, P&C, and life insurance email marketing ensures you and your producers are using uniform language and representing your brand the way you want it to be represented.
  • It’s scalable. Again, just plug and play for each and every single quote or correspondence type you need to send.

Using Lead Management Systems For Your Email Marketing

One of the easiest ways to make sure you ’ rhenium sending emails systematically and following best practices is to use a lead management system ( LMS ) in tandem with your selling. You should use your LMS not barely for the initial emails, but for follow-ups arsenic well. A precede management system takes incoming leads and qualifies, analyzes, and nurtures them therefore that they can be converted into new business opportunities. In a typical sales process, leads from multiple channels enter your conduct management system, and the sales-ready leads are converted into deals. lead management software helps ensure proper follow-up for your leads so they can move through the sales pipeline. With a lead management platform in place you can make the most of prospects who are interested in your product or military service .
many carriers have a proprietorship LMS, but if you don ’ thymine have an LMS and are in the market for one, be sure to get show to see them in action. Some long-familiar lead management systems include DYL, Ricochet, and Blitz. Whatever you choose, we recommend getting an LMS that has the capability for drip campaigns, so that, once templated and calendared out, they can mechanically send without you prompting .
however, e-mail templates are merely fantastic if you use a work. If they are sporadic, or not sent systematically on the lapp day, you ‘ll probably see restrict or no results because your campaigns aren ’ triiodothyronine set up according to best practices. If you have a thorough electronic mail market procedure, good tools to implement your process, and you stick to it systematically over time, success will come .
note : Be aware of local laws when sending any emails or textbook messages. In some states, you can only market for a certain number of days ; in others, e-mail and text message are not allowed .

Free Templates To Use In Your Marketing

With that in thinker, we thought you might appreciate seeing real number e-mail templates used by some of the top P & C agents in the country. The below e-mail templates are for sending a quote—you can use and modify them for your own customers. merely be certain that when you use them, you ’ re customizing the fields to fit your agency and your hearing .

Day 1 Email
capable : [ Carrier Name ] Insurance Quote [ Premium Amount ] /month
Hi [ First Name ] ,
I received information that you are matter to in an car indemnity quote for your [ Year & Vehicle ]. With the information you ’ ve provided, I was able to run you a competitive quote. I ’ ll give you a call on the phone count you ’ ve provided me with to discuss these prices late today. The quote includes the take after prices and discounts :
Monthly Insurance Payment
[ $ monthly premium amount ] Per Month*
*This price includes the cost of renter’s insurance, which is giving you a MULTIPLE LINE DISCOUNT on your Auto Insurance Quote.
** These coverage levels can well be increased or decreased at your request .
The coverages quoted are :
[Year & Vehicle]

  • Bodily Injury Liability – [$50k / $100k]
  • Property Damage Liability – [$50k]
  • Comprehensive Deductibles – [$500]
  • Collision Deductible – [$500]
  • Medical Payments – [$5k] (Optional)
  • Uninsured Motorist – [$25k / $25k] (Optional)
  • Emergency Roadside Coverage – [INCLUDED] (Optional)
  • Rental Vehicle Reimbursement – [80% per day up to $1,000] – INCLUDED (Optional)

Renters

  • Personal Property – [$25,000]
  • Personal Liability – [$100,000]
  • Deductible – [$500]

The renter ’ sulfur policy mentioned above covers [ $ 25,000 ] of personal belongings inside your family in the event of a arouse, looting, or vandalism. Your “ personal belongings ” include furniture, clothe, electronics, etc.

Thank you for your time and please let me know if you have any other questions !
sincerely ,
[ Your name ]

Day 21 Follow-Up Email
submit : ra : Your coverage from [ Name ]
Hey [ Name ] ,
We still have a big quotation mark we ’ d like to partake with you. I wanted to connect and see if we could talk. We want to find the best coverage for you and your syndicate, and make certain you ’ ve got what you need .
Thanks ,
[ Agent Name ]

Consumers may be more centripetal to your messaging if you ’ ra haunting and reach out past the usual time frame of reference, which tends to be 30 days. They could be overwhelmed by all the messages they ’ ra welcome. But when everyone else drops off with their messaging—and you ’ re calm in contact with them—you break through the noise. Send emails equally former as you are allowed to ( typically, 90 days is the maximum for electronic mail marketing ) .

Day 60 Follow-Up Email
capable : ra : Your coverage from [ Name ]
Hey [ Name ] ,
We saw you requested a quotation mark .
We ’ five hundred love to chat with you about it and see if there are extra discounts available ; we can help you find a price that fits your needs .
You can email me back ( precisely hit answer ) or call me at [ call number ] anytime .
Thanks ,
[ Agent Name ]

How do you know these templates and email marketing will work?

This is a great question—using a template doesn ’ t topic if the template doesn ’ metric ton work. We know the template above works because, at EverQuote, we ’ ve seen the results from agents who follow these processes. When used systematically, templates like the one above are boons for your agents ’ and producers ’ productiveness .
And the best newsworthiness ? We have seven more templates for home, life, and car policy you can access for free ! They ’ ll save you money, promote consistent message, and, most importantly, aid you use e-mail selling to its wax electric potential so you can bind more policies. Just click the double below to get started .
Get The Templates: 7 Insurance Email Templates You Can Start Using Today

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