Ready to offer more to your current insurance clients? We've designed five email templates to help you cross-sell new policies effectively.
Using a template as your starting point makes crafting the right message simple, giving you a clear structure to build upon.
<template>
Subject: Your home insurance options
Hi [Client Name],
We appreciate you trusting us with your auto insurance. Since we already protect you on the road, I wanted to check if your home is also covered.
Many of our clients choose to bundle their home and auto policies. It simplifies everything into one place and often includes a multi-policy discount. We can build a plan that gives your home the same quality of protection you have for your vehicle.
If you're interested, I can prepare a quick, no-obligation quote for you. Just reply to this email, and I'll send over the details.
Best,
[Your Name]
[Your Title]
[Your Agency Name]
[Your Phone Number]
</template>
<template>
Subject: A question about your health coverage
Hi [Client Name],
It’s great that you’ve taken the important step of securing your family’s future with your life insurance policy. We’re glad to be your partner in that.
Protecting what’s to come is essential, and so is protecting your well-being right now. I’m reaching out to see if you have health insurance that meets your current needs. A solid health plan helps manage unexpected medical costs and ensures you have access to care, working hand-in-hand with your life policy to create a complete safety net.
If you'd like to explore some options, just reply to this email. I can put together some information for you with no obligation.
Best,
[Your Name]
[Your Title]
[Your Agency Name]
[Your Phone Number]
</template>
<template>
Subject: Your auto insurance options
Hi [Client Name],
We’re glad you trust us to protect your belongings with your renters insurance policy. Since you’ve already covered your home, I wanted to see if you had the right protection for the road, too.
Many of our clients bundle their renters and auto policies to keep everything in one place. This often simplifies management and can unlock a multi-policy discount. We can build an auto plan that gives you the same quality of protection you already have for your personal property.
If you’re interested, I can prepare a no-obligation quote for you. Just reply to this email, and I’ll send it over.
Best,
[Your Name]
[Your Title]
[Your Agency Name]
[Your Phone Number]
</template>
<template>
Subject: A natural next step for your coverage
Hi [Client Name],
We’re glad you trust us with your health insurance. Taking care of your well-being now is a smart decision, and we’re happy to be a part of that.
Since you’ve planned for your current health needs, it’s a good time to consider your family’s future. A life insurance policy complements your health coverage by providing financial support for your loved ones if you’re no longer around. It’s a straightforward way to ensure they’re taken care of down the road.
If you’d like to see what that could look like, just reply to this email. I can prepare a simple quote for you with no obligation.
Best,
[Your Name]
[Your Title]
[Your Agency Name]
[Your Phone Number]
</template>
<template>
Subject: An extra layer of protection for your assets
Hi [Client Name],
We’re glad to be the ones protecting your home. Since you’ve already secured your property, I wanted to introduce a way to add another level of security: an umbrella policy.
Think of it as an extra layer of liability coverage that sits on top of your existing home and auto policies. If a major claim ever exceeds the limits of those policies, an umbrella policy helps protect your savings and future earnings. It’s a straightforward way to safeguard what you’ve worked hard to build.
If you're interested in learning more, just reply to this email. I can put together a quick quote to show you how affordable this extra peace of mind can be.
Best,
[Your Name]
[Your Title]
[Your Agency Name]
[Your Phone Number]
</template>
Now that you have these templates, you need a platform to send and manage your client communications. Flodesk is designed to help you nurture your existing client relationships through email marketing.
Our intuitive builder lets you customize these templates and automate your outreach without any technical skills. You can get started with Flodesk to streamline your client communication.
These templates provide a clear framework for initiating valuable conversations with your clients. You have the foundation to turn a simple check-in into an opportunity to deepen their coverage.
Flodesk is the tool to put these templates into action. Send beautifully designed, professional emails that strengthen client relationships and grow your business with Flodesk.
Stunning email marketing and automation tools to bring your brand to life and scale your small business.
