April 13, 2024

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 nicely as a result of it is a nice option to present care for purchasers and, on the identical 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 suggestions and ready-made templates, yow will discover an answer to the issue and enhance your electronic mail advertising exercise. To hurry up your renewal electronic mail preparation, try 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 couple of change in some insurance coverage circumstances or the necessity to replace the insurance coverage coverage phrases. Renewal emails could be despatched mechanically, 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 electronic mail however a sequence of a number of emails for current purchasers.

E mail newsletters could be constructed by this construction:

  1. You inform the consumer in regards to the finish of the insurance coverage length.
  2. You remind the consumer about present insurance coverage phrases and protection choices.
  3. You provide extra worthwhile choices.
  4. 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 in case you are caring for the shoppers since you are reminding them that the coverage is about to run out or informing them that you’ve new thrilling insurance coverage circumstances.

Email for a valued policyholder to get insurance inquiries

(Supply: Stripo template)

What kinds of insurance coverage insurance policies must be renewed

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

Listed here are the most well-liked insurance coverage insurance policies which 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 be very excessive, so it’s important to be reminded of the renewal of insurance coverage in order that the consumer doesn’t swap 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 electronic mail for automotive insurance coverage, life insurance coverage, or another kind, attempt to construct your electronic mail in accordance 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 handle the consumer by identify.
  3. Within the first paragraph, remind who you’re 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 12 months in the past.”
  4. The central half is to elucidate why you’re penning this electronic mail. You’ll find a number of template texts for insurance coverage updates beneath.
  5. 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 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 carried out in our editor.

A wonderful instance is an electronic mail signature and footer with all contacts. Such electronic mail ending helps you enhance 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’ve got collected some vital 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 resolve whether or not or to not open the e-mail, so the topic line must be catchy, highly effective, and compelling sufficient to entice them to open your electronic mail. The recipient’s identify and the profit they are going to obtain by studying your proposition work nicely right here.

Personalize your insurance coverage gross sales emails

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

However you may go even additional, for instance, make a personalised insurance coverage quote that may bear 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 embody details about the corporate’s new actions.

In any case, present that you simply wrote this electronic mail particularly for the client, and they’ll admire it.

Present worth

Your purchasers wish to keep away from studying an electronic mail by which you’ll solely promote insurance coverage. They wish to see one thing worthwhile and important to them, like just some strains about selecting insurance coverage insurance policies in accordance with your standards, how one can seek the advice of an insurance coverage agent, getting free recommendation, or thrilling sources. Whenever you present worth, you acquire 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 electronic mail with a number of paragraphs expressing respect and never containing data. Keep in mind that your consumer’s time is all the time restricted. They’re usually distracted. So if the recipient sees quite a lot 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, equivalent to right here.

Insurance products with competitive price

(Supply: Stripo template)

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

Do not hassle the consumer along with your emails too usually, 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 tip 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 to your inspiration

To avoid wasting you time in making ready your insurance coverage gross sales electronic mail and to encourage you, we’ve got put collectively some examples of insurance coverage electronic mail templates. You may 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 personal consumer

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

Hi there, [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 need you to have insurance coverage protection to guard your property and automotive.

To resume your coverage in just some minutes, click on the hyperlink beneath 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.

Finest regards,

[Your name]

Quick renewal electronic mail template for insurance coverage brokers

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

Expensive [Client name],

We’ve got but to debate renewing your coverage, which is able to 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 might 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

Expensive consumer,

On July 2023, you have to to resume your automotive insurance coverage. Earlier than you do, I wish to show you how to get one of the best 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’ve got made important modifications:

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

We all the time take into consideration your pursuits, so we’ve got thought by means of all of the choices to guard you. Allow us to take care of your automotive insurance coverage wants, and you’re going to get time for extra vital issues like household, mates, 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], test the phrases of your insurance coverage coverage

Hi there, [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 got 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.

Finest needs,

[Your name]

Enterprise insurance coverage replace template

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

Hi there, [Client name]

That is your insurance coverage agent [Your name]. How was your online business 12 months? I hope you’re profitable in all the pieces.

We all know you might have one thing to be happy with this 12 months — you might have change into probably the greatest in your business, obtained recognition from the enterprise group, and opened a brand new enterprise. Congratulations!

Your enterprise insurance coverage coverage will quickly expire on July 15, 2023, and have to be renewed. ‍We will simply lengthen the protection in case you are nonetheless happy with it. In addition to, I’m attaching a reality sheet so that you can confer with as you get extra insurance coverage quotes for your online business.

‍Do you might have time to satisfy and chat this week?

Finest regards,

[Your name]

Wrapping up

Take note of making ready renewal emails to 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 course of, take insurance coverage electronic mail templates from Stripo or create your personal 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