Where To Find The Best Insurance Email Examples


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First, create email templates. This post will provide information about insurance email templates.

Learn how email templates for insurance agents can help you reach more customers and sell more policies.

The email templates are great! It’s easy to forget about the details of your essay. You don’t need to worry about how to send an email. After you have filled out the spaces, send it. Here you are. This is why insurance agent email templates have become so popular. They are both efficient and productive.

This is possible if you have a template. Did you ever receive an email with errors, that seemed incomplete or was sent by mistake? It’s possible. Everybody makes mistakes. Let’s look at some examples of insurance emails in this article.

If your company relies on these emails, it’s a good idea to make use of them to showcase your best qualities. It’s a great way to impress clients or customers by demonstrating that you care about quality.

This is the first step. It is important to have a variety of templates for insurance agents. You might offer templates for renewals and new life insurance policies.

What should you do first? The best place to start is right at the beginning.

Call Logic allows you to create your email templates and other features such as auto-responders. Get in touch with us to arrange a demonstration without obligation.

Emails to the Insurance Industry

Emails from agents selling insurance should not be focused on direct sales.

The key to success is connecting with potential customers and leads.

The most important thing in insurance email marketing is to establish a close connection with your customers.

Because of the unscrupulous practices of a few brokers, insurance has a poor reputation.

It is your responsibility to earn the public’s trust and be a legitimate business.

Although email templates can make your job easier, you must modify them properly.

A. Interaction

Your policyholders and your organization must have open communication lines. You must ensure that you communicate all future activities promptly.

Check Theinsuarancem

B. Personalization

You can communicate better with policyholders by segmenting your list.

A person can be divided into smaller groups depending on their age, geography, gender, or other factors. Send an email to the insurance holder.

C. Analyze the results

Monitoring emails is the best way to track their performance. Compare your emails to insurance examples to see how effective they are.

This investment has been shown to yield a higher return.

Here is the current industry standard applicable to insurance companies:

  • Unique openings at 31.4 percent
  • Click-through rates of 4.6 percent
  • Click-through Rate: 13.2 percent to open the document
  • Hard bounce rate 0.97 percent

Unsubscribe rates are 0.13%

The intricacies of email templates for insurance agents

Email templates are often used to create email templates. It might read, “Dear Customer’s name.” “Please find below all the information you requested on a (type) of policy. When you are rushing, it’s easy to overlook those fill-in-the-blanks areas. However, you won’t make that mistake. Why? Why? (To the client)

Last, use spell-check. You can create templates to simplify things. Grammarly is a free grammar checker that will help you to condense, clean up and give style suggestions. Let’s now talk about email templates.

What to include in your emails

1.) Greeting in an Email

A welcome email is the best way to make contact with a new subscriber. To avoid any misunderstandings, you should research what message they expect before sending it. Encourage them to visit your website as a bonus. Remember to thank them for signing up.

2.) Emails that offer value to the recipient

It’s crucial to start interacting with your audience once you have established a following. You can write about any topic, sales or general, and they will be happy to receive your thoughts. Before you send them a sales email, however, I recommend that you include information about the following topics:

Guidelines for a Healthy Lifestyle

These are the values of your company.

3.) – Sending a follow-up email

After a consumer purchases insurance from your company, don’t assume emails are irrelevant. Encourage them to share information about your company’s products on their social networks. You can also ask them to extend your coverage for an additional year. You can also send a thank-you note with instructions to the recipient.

4.) Sending emails with comments

Another valuable source of information is email correspondence between agents and customers.

It is complete after the customer service engagement and purchase.

It is a smart idea to keep track of client feedback to figure out their needs.

A follow-up email should always be sent at regular intervals.

Customers feel valued partners, not targets when they receive feedback emails from customers.

You could do this after every client engagement and every six months. To make sure your clients are satisfied, it is important to understand what they need from you to keep them coming back.

5.) Reminders for New Product Launches/Updates

A product update message can be used to announce a new product or update a feature.

This is crucial if you want to let your clients know they can upgrade to a better plan.

Customers will be happy as long as the new package doesn’t conflict.

Simple Subject Lines that Get Results

Insurance is less expensive than you might think.

Do not allow your current insurance company to profit from you.

Get the best insurance packages at the lowest prices

How healthy are you?

Invest in the best insurance coverage for your family.

Are you aware of how susceptible you are to mishaps and accidents?

Are you aware of the dangers that come with not having protection?

Today has been an excellent day for the insurance industry.

Oh, my goodness! It is a smart idea to purchase insurance at this time.

Let’s ensure you are covered.

You should know that you are highly valued by me.

10 Best Email Templates to Sell Insurance

These email templates will be a great help to any angry insurance agent. These strategies will help you increase your success rate quickly.

1.) It is important to follow up on cold calls

Are you trying to convince a customer they need multi-carrier insurance? This design is for you if that’s your case!

Hello, John!

I am grateful that you took the time to speak with me today. I know how hard it can be to find the right policy for you and your family.

My calculations show that the premium for your current insurance coverage has increased by $150 over the past year.

Depending on your exact requirements, I will gather quotes from several carriers and send them to you.

If you wish me to continue my follow-up, I will call you on Wednesday. You can reach me at 00000000 with any questions and I will respond promptly.


2.) Recommendation

To receive a recommendation, the best way to get one is to reach out. This design is great!

Dear Customer

Your new venture was recommended by [name], a mutual friend.

ABC Insurance is your best choice if you are looking for business insurance. It has been a great success for other companies.

I would be happy to talk with you about the technicalities of business insurance. You can relax and enjoy your coffee knowing that there are no obligations on my part.


3.) Providing a Reasonably Low Price

This template will allow you to convince your customers that you offer the best prices and provide the best customer service.

Jane here

It was a pleasure to meet you and discuss (what we discussed) and I fully understand your coverage requirements.

After doing some research, I discovered that we can provide you with a fair quote for coverage.

If you’re willing to share your information, I’ll do so below.

My name is…

Name of the company: Address

We are grateful that you consider our insurance company a valuable resource for your business.


Best wishes

4.) Reuniting With Prior Clients

Do you want to re-capture customers from the past? This template will help you do just that!

Hi, my name’s John.

Since [dates], you have been a valued policyholder and I want to thank you. Since you learned about us, there has been much progress.

Our commitment to providing a complete solution, backed up by great service, has not wavered.

Please take a look at the most recent competitive quote, which is one of the best in the industry.

Click this link to get a free quote, or call me with any questions.


5.) Thank You Note Following A Telephone Call

It is difficult to emphasize the importance of thank-you letters. These small trinkets will show customers that they were well-spent.

Hello, John!

It was a pleasure to have this conversation about the importance of protecting your home, company, and loved ones.

Your confirmation email has been sent. I will get back to your by email tomorrow with any questions regarding your coverage options.

Let me know if you need any additional insurance products!

Conclusion: The strongest defense begins with the person who lives in it.

Again, we want to thank you for being an outstanding customer.


6.) How to send cold-call follow-up emails These templates are helpful.

After your cold call, you can send an email to follow up. Please email this urgently. The longer you wait to send your follow-up email, the less interest your prospect will have. The email may look something like this:

“Dear Customer,”

I want to express my deepest gratitude for the opportunity to speak with you today. It can be challenging to compare insurance policies and there is a lot of information. Here is a list of questions you should ask your insurance agent before buying a policy. According to us, customers found this useful in helping them choose the right insurance agency.

You should receive your quotation within one hour if you have requested it online. Click on the link below to view the quote at your leisure.

I will call you on Thursday to check-in. You can reach me at 888-123-45667 if you have any questions.

Ben Franklin’s insurance quotes may be seen at www.abcinsurance.com/quote/benfranklin.


Jessica Smith

ABC Insurance Company

Don’t forget to include the questions list you have prepared!

7.) Insurance agents who wish to make a recommendation

You might find that if you are unable to get through by phone after getting a reference number, sending an email may work just as well. Here’s an example of an email.

Dear Customer

(Name) informed me about your new venture and suggested that I look into business insurance. So, I reached out to you. ABC Insurance has worked with other local businesses similar to yours in the past and can provide excellent rates.

I would be happy to meet you to go over the details of your company insurance. I’m open to taking your coffee.


Jessica Smith

ABC Insurance Company


8.) Insurance brokers often send thank you messages via email.

No matter if you close a deal or follow up with a cup, send a thank-you message. If prospects get emails like this, they are more likely to recall you as a helpful and kind agent.

“Dear Customer,”

It was a pleasure to talk with you about your company. You can download an information sheet to help you compare insurance prices for the company. No matter if you choose ABC Insurance, I would love to have you join our business community.

If you have any questions, please don’t hesitate to contact us.


Jessica Smith

ABC Insurance Company


Check to forget

When speaking to potential customers or clients, be sure to identify yourself as an agent for insurance. This template may be helpful if you are a novice in the field.

Hi, my name’s John.

This being said, I would like to learn more about your work.

Ahmad is my title as a Senior Sales Manager at “Insurance Co.”

Our firm has the best insurance policy, as far as we are aware, and it includes the following:

  • Health insurance for employees
  • Business travel insurance
  • Another option is dental insurance.

We would love to discuss all details with you if we have the time!



10.) Pet insurance

It is easier to convince pet owners to use this template to cover their pet’s medical expenses.

Hi, my name’s John.

Mike is my name as an Insurance Agent at Pet Insurance.

We want you to protect your pet from unexpected accidents, diseases, and injuries just like you do for yourself.

We’ve learned that dogs can suffer from health issues before they are old enough to be considered healthy.

If you have any questions or require assistance in any other way, please don’t hesitate to contact me.

I look forward to hearing from you soon!

Enhance the performance of your email template

These templates can be used as a guide for you to build your own. Each template has some common characteristics. They are all very short. You can’t expect someone at this stage of a professional relationship to read long emails from you.

They add value. In the first example, you will find a quote and a list of questions that customers can ask their insurance agents. The third example also includes fact sheets about company insurance. You’ll also be more persuasive if you ask the right questions and respond to them properly.

You’re also giving away coffee if you donate your knowledge and time to the second case. Sometimes insurance can be confusing. It’s worthwhile to spend time explaining something to someone else.

Your email subject line is as important as its content. It is the most difficult part of email marketing. To give you an example, you could say:

Over four in five business owners pay too much for their insurance policies.


Is it possible to get a complimentary cup of coffee?

Personalize these email templates to make them your own. Now it’s time for you to improve your content, test your subject lines, or complete more sales agreements.

Call Logic’s call-tracking software can help you monitor the success of your refer emails. Get a free trial to discover more about reporting and other useful features.


Even if there is no agreement, it’s important to follow up by email.

They will remember you as a nice person if they ever need insurance.

Emails such as the one outlined above are concise, effective, and efficient.

You can try different subject lines to find the one that works for you and your audience.

About the author

Kobe Digital is a unified team of performance marketing, design, and video production experts. Our mastery of these disciplines is what makes us effective. Our ability to integrate them seamlessly is what makes us unique.