what to write down to present prospects to resume insurance coverage — Stripo.e-mail

Suppose you’re an insurance coverage agent or insurance coverage company consultant. In that case, you might want to write and format insurance coverage renewal emails effectively as a result of this can be a nice solution to present care for purchasers and, on the identical time, improve insurance coverage gross sales. You will have already despatched such emails however didn’t obtain a response. 

Then this text is for you — utilizing our ideas and ready-made templates, you could find an answer to the issue and improve your e-mail advertising exercise. To hurry up your renewal e-mail preparation, take a look at the guidelines, examples, and templates we have put collectively for you on this article.

What’s an insurance coverage renewal e-mail?

The insurance coverage renewal e-mail is an e-mail for present prospects the place the insurance coverage company informs a few change in some insurance coverage circumstances or the necessity to replace the insurance coverage coverage phrases. Renewal emails could be despatched routinely, for instance, a month earlier than the coverage expires.

To get a excessive degree of insurance coverage gross sales, you need to use not one e-mail however a collection of a number of emails for present purchasers.

E-mail newsletters could be constructed by this construction:

  1. You inform the shopper in regards to the finish of the insurance coverage period.
  2. You remind the shopper about present insurance coverage phrases and protection choices.
  3. You provide extra worthwhile choices.
  4. A couple of days earlier than the insurance coverage expiration date, you ship your shopper an e-mail with a suggestion to have a name or make an appointment to debate all coverage circumstances.

Consider these emails as in case you are caring for the purchasers since you are reminding them that the coverage is about to run out or informing them that you’ve got new thrilling insurance coverage circumstances.

Email for a valued policyholder to get insurance inquiries

(Supply: Stripo template)

What sorts of insurance coverage insurance policies should be renewed

The insurance coverage business is growing quickly and provides good circumstances for insurance coverage brokers to earn cash.

Listed here are the most well-liked insurance coverage insurance policies that will require renewal:

  • life insurance coverage;
  • auto insurance coverage;
  • enterprise insurance coverage;
  • pet insurance coverage;
  • medical insurance;
  • dwelling insurance coverage;
  • property insurance coverage.

The competitors within the insurance coverage business can be very excessive, so it’s important to be reminded of the renewal of insurance coverage in order that the shopper doesn’t swap to a different insurance coverage firm when their insurance coverage coverage expires. That is the way you get monetary savings.

Insurance coverage emails templates construction 

To organize an efficient renewal e-mail for automobile insurance coverage, life insurance coverage, or every other kind, attempt to construct your e-mail in accordance with the next construction:

  1. A topic line — make it as particular and clear as potential. For instance, “Renew your auto insurance coverage and get 20% extra protection than final.” 
  2. Write a private greeting, and deal with the shopper by identify.
  3. Within the first paragraph, remind who you’re and what insurance coverage firm you signify. For instance: “My identify is Marie Chris, and I am the customer support supervisor at ABC Insurance coverage, the place you already took out auto insurance coverage nearly a yr in the past.”
  4. The central half is to elucidate why you’re scripting this e-mail. One can find a number of template texts for insurance coverage updates beneath.
  5. Name to motion — write what the shopper must do after receiving this e-mail to get favorable circumstances for insurance coverage for one more yr, which you promised within the topic line. They will name you to debate particulars or schedule an appointment.
  6. Thank the client for his or her consideration, say goodbye and keep in mind to signal. For a more practical ending, use the e-mail signature, which could be achieved in our editor.

A wonderful instance is an e-mail signature and footer with all contacts. Such e-mail ending helps you improve click-through charges.

How to end email to increase click-through rate

(Supply: Stripo template)

Ideas for writing profitable emails in insurance coverage gross sales

We now have collected some vital recommendations on what to incorporate in your insurance coverage renewal emails to get outcomes.

Use easy topic strains that seize consideration

The topic line is the very first thing the recipients see of their inboxes. At this second, they resolve whether or not or to not open the e-mail, so the topic line needs to be catchy, highly effective, and compelling sufficient to entice them to open your e-mail. The recipient’s identify and the profit they’ll obtain by studying your proposition work effectively right here.

Personalize your insurance coverage gross sales emails

It’s a excellent concept to make use of customized emails. We now have already written in regards to the significance of utilizing the shopper’s identify within the topic line and the greeting.

However you’ll be able to go even additional, for instance, make a customized insurance coverage quote that can keep in mind the circumstances of the present insurance coverage coverage and by some means enhance them. Or your proposal for an insurance coverage enterprise might embrace details about the corporate’s new actions.

In any case, present that you just wrote this e-mail particularly for the client, and they’re going to recognize it.

Present worth

Your purchasers need to keep away from studying an e-mail wherein you’ll solely promote insurance coverage. They need to see one thing invaluable and important to them, like only a few strains about selecting insurance coverage insurance policies in accordance with your standards, the way to seek the advice of an insurance coverage agent, getting free recommendation, or thrilling assets. If you present worth, you achieve the belief of the viewers and the will to work with you additional.

Client email about types of life insurance policy

(Supply: Stripo template)

Be brief and direct

Get to the purpose of your proposal and be concise. Don’t write an enormous e-mail with a number of paragraphs expressing respect and never containing info. Keep in mind that your shopper’s time is at all times restricted. They’re typically distracted. So if the recipient sees loads of textual content within the physique of the e-mail, they could not even begin studying it. It’s simpler to be concise utilizing visible modules in templates, similar to right here.

Insurance products with competitive price

(Supply: Stripo template)

Remember to write down a follow-up e-mail and post-purchase e-mail

Do not trouble the shopper together with your emails too typically, however after sending an e-mail with a proposal to resume the insurance coverage, don’t forget to ship a follow-up e-mail, for instance, just a few days earlier than the tip of the insurance coverage if the shopper has not but decided.

If the shopper responded to your e-mail and you’ve got already made a deal, ship them a post-purchase e-mail thanking them for selecting your insurance coverage firm.

Insurance coverage e-mail templates on your inspiration

To save lots of you time in getting ready your insurance coverage gross sales e-mail and to encourage you, we’ve put collectively some examples of insurance coverage e-mail templates. You’ll be able to select any relying in your case, add some specifics and personalization, and ship it to the shopper.

Insurance coverage renewal e-mail template for a non-public shopper

Topic line: [Client name], it is time to renew your insurance coverage coverage

Hiya, [Client name]!

I’m [Your name], representing the insurance coverage firm [Company name], the place you got insurance coverage — dwelling and auto insurance policies in July 2023.

Your insurance coverage coverage [Name and number] must be renewed in [XX days/weeks]. As your trusted insurance coverage agent, I need you to have insurance coverage protection to guard your house and automobile.

To resume your coverage in only a few minutes, click on the hyperlink beneath or give me a name at [Phone number].

Please be happy to ask any questions or issues about your protection. I’m right here that can assist you.

Greatest regards,

[Your name]

Quick renewal e-mail template for insurance coverage brokers

Topic line: [Client name] 30 days left till your life insurance coverage expires

Pricey [Client name],

We now have but to debate renewing your coverage, which can expire in 30 days. I’ll fortunately meet with you and provide new life insurance coverage insurance policies with enticing protection circumstances.

Please give me a name when you could have time to debate.

Greatest regards,

[Your name]

Renewal insurance coverage e-mail template with coverage circumstances renew

Topic line: [Client name], choose your new auto insurance coverage phrases

Pricey shopper,

On July 2023, you’ll need to resume your automobile insurance coverage. Earlier than you do, I need to enable you to get the most effective deal potential.

Our insurance coverage firm [Company name] cares about you as our valued buyer, so because you final renewed your insurance coverage coverage, we’ve made vital adjustments:

  • added protection choices;
  • developed aggressive quotes;
  • provide extra privileges for our common prospects.

We at all times take into consideration your pursuits, so we’ve thought by means of all of the choices to guard you. Allow us to take care of your automobile insurance coverage wants, and you’ll get time for extra vital issues like household, pals, and work!

If you want to seek the advice of about renewing your coverage and choosing the proper protection, please name me at [Phone number].

Greatest regards,

[Your name]

Coverage replace e-mail template

Topic line: [Client name], examine the phrases of your insurance coverage coverage

Hiya, [Client name]

I’ve excellent news for all our prospects from [Company name]’s insurance coverage firm.

Beginning March 1, 2023, all present insurance coverage insurance policies have been up to date — we’ve added catastrophe protection areas and elevated the variety of funds to our prospects.

We’ll reply any questions concerning protection, coverage standing, or the flexibility to resume your coverage simply.

Greatest needs,

[Your name]

Enterprise insurance coverage replace template

Topic line: How about renewing what you are promoting insurance coverage?

Hiya, [Client name]

That is your insurance coverage agent [Your name]. How was what you are promoting yr? I hope you’re profitable in every little thing.

We all know you could have one thing to be pleased with this yr — you could have develop into top-of-the-line in your business, acquired recognition from the enterprise neighborhood, and opened a brand new enterprise. Congratulations!

Your corporation insurance coverage coverage will quickly expire on July 15, 2023, and have to be renewed. ‍We are able to simply lengthen the protection in case you are nonetheless happy with it. Apart from, I’m attaching a reality sheet so that you can discuss with as you get extra insurance coverage quotes for what you are promoting.

‍Do you could have time to fulfill and chat this week?

Greatest regards,

[Your name]

Wrapping up

Take note of getting ready renewal emails on your present prospects, and they’re going to fortunately proceed to work with you and can be thankful for your concern. To hurry up the e-mail advertising course of, take insurance coverage e-mail templates from Stripo or create your individual templates in our drag-n-drop editor. Use all the following pointers and ready-made e-mail templates to get extra prospects.

Create renewal insurance coverage emails with Stripo