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


Suppose you’re an insurance coverage agent or insurance coverage company consultant. In that case, you could write and format insurance coverage renewal emails properly as a result of it is a nice solution to present care for patrons and, on the similar 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 suggestions and ready-made templates, yow will discover an answer to the issue and improve your e mail advertising exercise. To hurry up your renewal e mail preparation, try the information, 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 clients the place the insurance coverage company informs a couple of change in some insurance coverage circumstances or the necessity to replace the insurance coverage coverage phrases. Renewal emails might be despatched routinely, for instance, a month earlier than the coverage expires.

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

E mail newsletters might be constructed by this construction:

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

Consider these emails as in case you are taking good care of 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 creating quickly and gives good circumstances for insurance coverage brokers to earn cash.

Listed below are the preferred insurance coverage insurance policies that will require renewal:

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

The competitors within the insurance coverage business can also be very excessive, so it’s important to be reminded of the renewal of insurance coverage in order that the consumer doesn’t change 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 arrange an efficient renewal e mail for automobile insurance coverage, life insurance coverage, or another kind, attempt to construct your e mail in line with the next construction:

  1. A topic line — make it as particular and clear as doable. For instance, “Renew your auto insurance coverage and get 20% extra protection than final.” 
  2. Write a private greeting, and tackle the consumer by title.
  3. Within the first paragraph, remind who you’re and what insurance coverage firm you symbolize. For instance: “My title is Marie Chris, and I am the customer support supervisor at ABC Insurance coverage, the place you already took out auto insurance coverage virtually a yr in the past.”
  4. The central half is to elucidate why you’re scripting this e mail. You can see a number of template texts for insurance coverage updates beneath.
  5. Name to motion — write what the consumer must do after receiving this e mail to get favorable circumstances for insurance coverage for an additional 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 simpler ending, use the e mail signature, which might be completed in our editor.

A superb 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

Now we have collected some essential tips 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 determine 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 title and the profit they are going to obtain by studying your proposition work properly right here.

Personalize your insurance coverage gross sales emails

It’s a good thought to make use of customized emails. Now we have already written in regards to the significance of utilizing the consumer’s title within the topic line and the greeting.

However you possibly can go even additional, for instance, make a customized insurance coverage quote that can bear in mind the circumstances of the present insurance coverage coverage and one way or the other 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 simply wrote this e mail particularly for the client, and they’ll respect it.

Present worth

Your shoppers wish to keep away from studying an e mail during which you’ll solely promote insurance coverage. They wish to see one thing priceless and important to them, like only a few strains about selecting insurance coverage insurance policies in line with your standards, seek the advice of an insurance coverage agent, getting free recommendation, or thrilling assets. If you present worth, you acquire the belief of the viewers and the need to work with you additional.

Client email about types of life insurance policy

(Supply: Stripo template)

Be quick 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 data. Do not forget that your consumer’s time is at all times restricted. They’re usually distracted. So if the recipient sees numerous 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, equivalent to right here.

Insurance products with competitive price

(Supply: Stripo template)

Do not forget to write down a follow-up e mail and post-purchase e mail

Do not trouble the consumer together with your emails too usually, 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, a number of days earlier than the top of the insurance coverage if the consumer has not but decided.

If the consumer 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 avoid wasting you time in getting ready your insurance coverage gross sales e mail and to encourage you, we have now put collectively some examples of insurance coverage e mail templates. You may select any relying in your case, add some specifics and personalization, and ship it to the consumer.

Insurance coverage renewal e mail template for a personal consumer

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

Howdy, [Client name]!

I’m [Your name], representing the insurance coverage firm [Company name], the place you acquire insurance coverage — house 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 would like 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 at liberty to ask any questions or issues about your protection. I’m right here that will help 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

Expensive [Client name],

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

Please give me a name when you may 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

Expensive consumer,

On July 2023, you will want to resume your automobile insurance coverage. Earlier than you do, I wish to make it easier to get the perfect deal doable.

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

  • added protection choices;
  • developed aggressive quotes;
  • supply extra privileges for our common clients.

We at all times take into consideration your pursuits, so we have now thought by all of the choices to guard you. Allow us to take care of your automobile insurance coverage wants, and you’re going to get time for extra essential issues like household, associates, and work!

If you need 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], test the phrases of your insurance coverage coverage

Howdy, [Client name]

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

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

We are going to reply any questions concerning protection, coverage standing, or the power to resume your coverage simply.

Greatest needs,

[Your name]

Enterprise insurance coverage replace template

Topic line: How about renewing your small business insurance coverage?

Howdy, [Client name]

That is your insurance coverage agent [Your name]. How was your small business yr? I hope you’re profitable in all the pieces.

We all know you may have one thing to be happy with this yr — you may have develop into the most effective 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 should be renewed. ‍We are able to simply lengthen the protection in case you are nonetheless happy with it. In addition to, I’m attaching a truth sheet so that you can confer with as you get extra insurance coverage quotes for your small business.

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

Greatest regards,

[Your name]

Wrapping up

Take note of getting ready renewal emails on your present clients, and they’ll fortunately proceed to work with you and can be pleased about 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 clients.

Create renewal insurance coverage emails with Stripo

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