Suppose you might be an insurance coverage agent or insurance coverage company consultant. In that case, it’s good to write and format insurance coverage renewal emails effectively as a result of this can be a nice technique to present care for patrons and, on the similar time, enhance insurance coverage gross sales. You might 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’ll find an answer to the issue and enhance your e-mail advertising and marketing exercise. To hurry up your renewal e-mail preparation, try the ideas, 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 few change in some insurance coverage situations or the necessity to replace the insurance coverage coverage phrases. Renewal emails may be despatched routinely, for instance, a month earlier than the coverage expires.
To get a excessive stage of insurance coverage gross sales, you should use not one e-mail however a sequence of a number of emails for current shoppers.
E mail newsletters may be constructed by this construction:
- You inform the consumer in regards to the finish of the insurance coverage period.
- You remind the consumer about present insurance coverage phrases and protection choices.
- You supply extra worthwhile choices.
- 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 situations.
Consider these emails as if you’re caring for the shoppers since you are reminding them that the coverage is about to run out or informing them that you’ve got new thrilling insurance coverage situations.
(Supply: Stripo template)
What varieties of insurance coverage insurance policies must be renewed
The insurance coverage business is growing quickly and presents good situations for insurance coverage brokers to earn cash.
Listed below are the preferred insurance coverage insurance policies which will require renewal:
- life insurance coverage;
- auto insurance coverage;
- enterprise insurance coverage;
- pet insurance coverage;
- medical insurance;
- residence 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 lower your expenses.
Insurance coverage emails templates construction
To organize an efficient renewal e-mail for automobile insurance coverage, life insurance coverage, or another kind, attempt to construct your e-mail based on the next construction:
- A topic line — make it as particular and clear as attainable. For instance, “Renew your auto insurance coverage and get 20% extra protection than final.”
- Write a private greeting, and tackle the consumer by identify.
- Within the first paragraph, remind who you might be and what insurance coverage firm you symbolize. 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.”
- The central half is to clarify why you might be scripting this e-mail. You will see a number of template texts for insurance coverage updates under.
- Name to motion — write what the consumer must do after receiving this e-mail to get favorable situations for insurance coverage for an additional yr, which you promised within the topic line. They’ll name you to debate particulars or schedule an appointment.
- Thank the shopper for his or her consideration, say goodbye and bear in mind to signal. For a simpler ending, use the e-mail signature, which may be completed in our editor.
A superb instance is an e-mail signature and footer with all contacts. Such e-mail ending helps you enhance click-through charges.
(Supply: Stripo template)
Ideas for writing profitable emails in insurance coverage gross sales
We have now collected some vital recommendations on what to incorporate in your insurance coverage renewal emails to get outcomes.
Use easy topic traces 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 are going to obtain by studying your proposition work effectively right here.
Personalize your insurance coverage gross sales emails
It’s a good thought to make use of personalised emails. We have now already written in regards to the significance of utilizing the consumer’s identify within the topic line and the greeting.
However you possibly can go even additional, for instance, make a personalised insurance coverage quote that may keep in mind the situations of the present insurance coverage coverage and in some way enhance them. Or your proposal for an insurance coverage enterprise might embody details about the corporate’s new actions.
In any case, present that you simply wrote this e-mail particularly for the shopper, and they’ll respect it.
Present worth
Your shoppers wish to keep away from studying an e-mail by which you’ll solely promote insurance coverage. They wish to see one thing useful and important to them, like only a few traces about selecting insurance coverage insurance policies based on your standards, how you can seek the advice of an insurance coverage agent, getting free recommendation, or thrilling assets. While you present worth, you acquire the belief of the viewers and the need to work with you additional.
(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 all the time restricted. They’re typically 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, resembling right here.
(Supply: Stripo template)
Remember to write down a follow-up e-mail and post-purchase e-mail
Do not hassle the consumer 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 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 in your inspiration
To save lots of you time in making 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 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
Hiya, [Client name]!
I’m [Your name], representing the insurance coverage firm [Company name], the place you purchased insurance coverage — residence 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 own home and automobile.
To resume your coverage in only a few minutes, click on the hyperlink under or give me a name at [Phone number].
Please be happy to ask any questions or considerations about your protection. I’m right here that will help you.
Greatest regards,
[Your name]
Brief 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 have now but to debate renewing your coverage, which is able to expire in 30 days. I’ll fortunately meet with you and supply new life insurance coverage insurance policies with enticing protection situations.
Please give me a name when you’ve gotten time to debate.
Greatest regards,
[Your name]
Renewal insurance coverage e-mail template with coverage situations renew
Topic line: [Client name], choose your new auto insurance coverage phrases
Pricey consumer,
On July 2023, you will want to resume your automobile insurance coverage. Earlier than you do, I wish to assist you get one of the best deal attainable.
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 modifications:
- added protection choices;
- developed aggressive quotes;
- supply extra privileges for our common clients.
We all the time take into consideration your pursuits, so we’ve thought by way 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, buddies, 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 clients from [Company name]’s insurance coverage firm.
Beginning March 1, 2023, all current insurance coverage insurance policies have been up to date — we’ve added catastrophe protection areas and elevated the variety of funds to our clients.
We’ll reply any questions relating to 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 your corporation insurance coverage?
Hiya, [Client name]
That is your insurance coverage agent [Your name]. How was your corporation yr? I hope you might be profitable in every part.
We all know you’ve gotten one thing to be happy with this yr — you’ve gotten change into among the finest in your business, acquired recognition from the enterprise neighborhood, and opened a brand new enterprise. Congratulations!
Your small business insurance coverage coverage will quickly expire on July 15, 2023, and have to be renewed. We will simply lengthen the protection if you’re nonetheless happy with it. Moreover, I’m attaching a reality sheet so that you can confer with as you get extra insurance coverage quotes for your corporation.
Do you’ve gotten time to satisfy and chat this week?
Greatest regards,
[Your name]
Wrapping up
Take note of making ready renewal emails in your current clients, and they’ll fortunately proceed to work with you and can be glad about your concern. To hurry up the e-mail advertising and marketing 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 tips and ready-made e-mail templates to get extra clients.
Create renewal insurance coverage emails with Stripo
