what to put in writing to present clients to resume insurance coverage — Stripo.electronic mail

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Suppose you’re an insurance coverage agent or insurance coverage company consultant. In that case, you have to write and format insurance coverage renewal emails properly as a result of it is a nice approach to present care for purchasers and, on the identical time, improve 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 suggestions and ready-made templates, you could find an answer to the issue and improve your electronic mail advertising and marketing exercise. To hurry up your renewal electronic mail preparation, take a look at the information, examples, and templates we have put collectively for you on this article.

What’s an insurance coverage renewal electronic mail?

The insurance coverage renewal electronic mail is an electronic mail for present clients 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 electronic mail however a collection of a number of emails for current purchasers.

E mail newsletters could be constructed by this construction:


You inform the consumer concerning the finish of the insurance coverage period.
You remind the consumer about present insurance coverage phrases and protection choices.
You supply extra worthwhile choices.
Just a few days earlier than the insurance coverage expiration date, you ship your consumer an electronic mail with a proposal to have a name or make an appointment to debate all coverage circumstances.

Consider these emails as if you’re taking good care of 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 circumstances.

(Supply: Stripo template)

What forms of insurance coverage insurance policies must 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 which will require renewal:


life insurance coverage;
auto insurance coverage;
enterprise insurance coverage;
pet insurance coverage;
medical health 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 arrange an efficient renewal electronic mail for automobile insurance coverage, life insurance coverage, or another sort, attempt to construct your electronic mail in line with the next construction:


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.” 
Write a private greeting, and tackle the consumer by title.
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 nearly a 12 months in the past.”
The central half is to clarify why you’re penning this electronic 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 electronic mail to get favorable circumstances for insurance coverage for an additional 12 months, 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 could be executed in our editor.

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

(Supply: Stripo template)

Suggestions for writing profitable emails in insurance coverage gross sales

Now we have collected some necessary tips 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 determine whether or not or to not open the e-mail, so the topic line ought to be catchy, highly effective, and compelling sufficient to entice them to open your electronic mail. The recipient’s title and the profit they’ll obtain by studying your proposition work properly right here.

Personalize your insurance coverage gross sales emails

It’s a good concept to make use of customized emails. Now we have already written concerning 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 may consider the circumstances of the present insurance coverage coverage and in some way enhance them. Or your proposal for an insurance coverage enterprise could embrace details about the corporate’s new actions.

In any case, present that you just wrote this electronic mail particularly for the shopper, and they’re going to respect it.

Present worth

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

(Supply: Stripo template)

Be brief and direct

Get to the purpose of your proposal and be concise. Don’t write an enormous electronic 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 lots of textual content within the physique of the e-mail, they might not even begin studying it. It’s simpler to be concise utilizing visible modules in templates, similar to right here.

(Supply: Stripo template)

Do not forget to put in writing a follow-up electronic mail and post-purchase electronic mail

Do not trouble the consumer together with your emails too typically, however after sending an electronic mail with a proposal to resume the insurance coverage, don’t forget to ship a follow-up electronic 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 electronic mail and you’ve got already made a deal, ship them a post-purchase electronic mail thanking them for selecting your insurance coverage firm.

Insurance coverage electronic mail templates on your inspiration

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

Insurance coverage renewal electronic mail template for a non-public consumer

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

Whats up, [Client name]!

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

Finest regards,

[Your name]

Brief renewal electronic mail template for insurance coverage brokers

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

Pricey [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.

Finest regards,

[Your name]

Renewal insurance coverage electronic mail template with coverage circumstances renew

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

Pricey consumer,

On July 2023, you have to to resume your automobile insurance coverage. Earlier than you do, I wish to provide help to get the most effective 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 now have made vital adjustments:


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

We all the time take into consideration your pursuits, so we now have thought via 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 necessary issues like household, pals, and work!

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

Finest regards,

[Your name]

Coverage replace electronic mail template

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

Whats up, [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 now have 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 power to resume your coverage simply.

Finest needs,

[Your name]

Enterprise insurance coverage replace template

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

Whats up, [Client name]

That is your insurance coverage agent [Your name]. How was what you are promoting 12 months? I hope you’re profitable in the whole lot.

We all know you may have one thing to be pleased with this 12 months — you may have turn into the most effective in your business, obtained recognition from the enterprise group, 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 are able to simply lengthen the protection if you’re nonetheless happy with it. Apart from, I’m attaching a truth sheet so that you can discuss with as you get extra insurance coverage quotes for what you are promoting.

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

Finest regards,

[Your name]

Wrapping up

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

Create renewal insurance coverage emails with Stripo