Getting information from prospective customers to run quotes is inefficient and time consuming. It’s a multi-step process (phone, follow up email, etc) that doesn’t hold up to any customer expectations. Consumers expect speed and convenience when buying insurance.

InsurGrid works with agencies across the country to help agents pull prospect dec pages information. We’ve put together a curated list of email templates that have shown to help agents engage with prospective customers, source dec pages, and grow business.


New Client

Email 1 - Subject Line: Auto & Home Quote Request

Hi NAME,

Thanks so much for reaching out to us for a quote! I'll need to get some information from you to put together some quotes for you. I'll list out the information I'll need below, and please feel free to reply back to this email with the info or give us a call if you aren't comfortable emailing it.

You can also use my InsurGrid Link here: INSURGRID LINK, and InsurGrid will securely collect all of the information for you and send it back to me automatically. It typically takes about 90 seconds to complete.

I’ll need to get PDF copies of your current insurance coverage, commonly referred to as your declarations pages or renewal information. I’ll match the coverages and make any recommendations regarding coverage gaps based on what you have.

If you don’t have copies of your coverage, I’ll need the info below for each vehicle on your policy:

  • VIN #s for your vehicles or the year, make, and model if you don’t have them.

  • Coverage Info

  • Bodily Injury Liability Limits

  • Property Damage Liability Limits

  • Comprehensive Deductible

  • Collision Deductible

  • Uninsured Motorist Limits

  • Rental?

  • Roadside?

  • If you’d like a homeowner’s quote as well, I’ll need the info below:

  • Dwelling Coverage Amount

  • Liability Limit

  • Deductible

I know it sounds like a lot of information, but your coverage copy, policy declarations, or renewal information will have all of this info listed out for you. I can pull all the information that I'll need off those documents. Again, the InsurGrid Link (INSURGRID LINK) above will walk you through collecting the information, and it's super quick and easy.

I’m happy to answer any questions you have in the meantime, and I look forward to working with you!

Thank you,

AGENT NAME

Email 2 - Subject Line: Auto & Home Quote Request

Hi NAME,

Thank you for selecting us to quote your insurance needs.

I wanted you to have my email address and contact information. Our goal is to make sure you are correctly insured, provide you with the same or better coverage at the best price I can.

The first step to help you with your insurance is to review your current insurance information. Please click the link below to verify your insurance (takes 2 minutes).

INSURGRID LINK

Once you complete this process, I'll be able to do the heavy lifting to find you the best policy at the best price. I will be back in touch to discuss your needs. This helps us to be accurate in our review of your insurance and should save you time. If you already have your declarations pages please email or text them to me at XXX-XXX-XXXX.

Have a great day,

AGENT NAME


Referral

Friction in the sales process starts when a referral is introduced and is asked to provide information (dec pages / policy summaries) that they don’t know where to find the information. Instead of asking where to find them or calling the agent, prospects will instead not do anything. With the InsurGrid link, all the agent has to do is send their agent InsurGrid link and InsurGrid takes care of the rest!


EMAIL 1 - Subject - Your Coverage!

Hey NAME,

It’s great to meet you. I appreciate the opportunity to help you with your insurance. To make the process as simple (and painless) as possible, we have partnered with an InsurTech company to connect your current insurance policies in a secure way.

Please click the link below and fill out the information. Once you have completed the process I will follow up to provide you with a competitive quote.

PLACE INSURGRID LINK HERE

Have a great day!

AGENTNAME


Email 2 - Subject - Taking a look at your current insurance coverage

Hi NAME,

At AGENCYNAME, we don’t leave any stone unturned when reviewing your current insurance coverage. To begin the policy review process, please click the link below to securely share your information with our team:

PLACE INSURGRID LINK HERE

Once the process is complete our team will be notified and will be in touch with you with a competitive quote.

Warmest regards,

AGENTNAME


EMAIL 3 - Subject - Your free insurance consultation

Hi NAME,

It is great to connect with you via email! Before we jump on the phone please click the link below to securely share your information with our team:

PLACE INSURGRID LINK HERE

Once the process is complete our team will be notified and will be in touch with you with a competitive quote.

Warmest regards,

AGENTNAME


EMAIL 4 - Receiving a prospect from a referral partner

NAME - We appreciate you being an AGENCYNAME customer. We always appreciate referrals from our customers.

Hi NAME,

It is great to meet you. I’m excited to help you with your insurance. To make the process as simple (and painless) as possible, we have partnered with an InsurTech company in San Francisco to connect your current insurance policies in a secure way.

Please click the link below and fill out the information. Once you have completed the process I will follow up to provide you with a competitive quote.

PLACE INSURGRID LINK HERE

Have a great day!

AGENTNAME


Existing Commercial Lines Customers

Agency owners can hesitate reaching out to commercial customers to cross sell them personal lines products because they don’t want to put them through the manual process of having to collect information from them to quote. With InsurGrid, agencies are using their InsurGrid link to automate this process. Focus more on driving business from commercial lines whether it’s the owner or their entire staff.


EMAIL 5 - Subject - Bundled Services - Comercial + Personal Insurance

Hey NAME,

I know we’ve been working together on your commercial insurance. There might be an opportunity to help you on the personal side as well.

We have a tool to help determine whether we can help our commercial insurance customers receive stronger coverage with increased savings for their personal lines insurance (Auto / Home). This tool provides a secure and fast way to share your current insurance information to determine what eligible benefits you might have.

PLACE INSURGRID LINK HERE

Once you have completed the process our will follow up to provide you with a competitive quote.

Have a great day!

AGENTNAME


EMAIL 6 - Subject - Taking a look at your Auto & Home Insurance

Hi NAME,

We appreciate you being a Business Insurance customer of AGENCYNAME. We offer the same high level of customer service with our personal lines customers as well. Since your time is very valuable, we have partnered with a software company called InsurGrid to securely share your insurance information for us to run a quote. Please click the link below to get started:

PLACE INSURGRID LINK HERE

Thank you,

AGENTNAME


EMAIL 6 - Subject - Bundling Insurance - Helping COMPANY X'S Team

Hi NAME,

<Something personal>. Tell NAME I say hello!

I know we’ve been working together on your commercial insurance. There might be an opportunity to help you on the personal insurance side and offer discounts by bundling your insurance policies.

We also would love to help your staff as well and we're running a special promotion. Any staff member we provide a new insurance policy, we will send X gift card for every referral as a thank you. .

We have a tool to help our accounts determine whether we can help them receive stronger coverage with increased savings. This tool provides a secure and fast way to share your current insurance information to determine what eligible benefits you might have.

Click here for you and your staff to begin - PLACE INSURGRID LINK HERE

Forward along to your team and let's see how we can help!

Cheers,

AGENTNAME


New Leads

Speed is key when working with a new lead. You want to keep them interested while getting as much information as possible to be able to quote, bind, and issue.


EMAIL 8 - Subject - AGENCY NAME here to help

Hi NAME,

These past few months have been extremely challenging for the world. Individuals and families must re-evaluate their financial strategy and create opportunities for savings wherever they can.

At AGENCYNAME, we recognize that and want to do our part. That is why AGENCYNAME is offering free insurance consultations to find out if we can save you money and/or enhance your current coverage.

Please click here to get started - PLACE INSURGRID LINK HERE

Stay safe and healthy,

AGENT NAME


EMAIL 9 - Subject - Just a few clicks away to savings

Hey NAME,

I am following up on your comment about taking a look at your coverage to see if I could help in any way. I’d love to get started saving you some $$ and/or enhancing your coverage! If you send me the information below, I can run a few scenarios to see how it looks:

  1. A copy of your declaration page (policy summary pages). If you have an online account, it's easy to pull from there.

  2. The driver’s license numbers and birth dates of all drivers in your household.

We have the InsurGrid link that simplifies 1 and 2, just click here - PLACE INSURGRID LINK HERE

Please let me know what questions you might have! 🙂

Thank you,

AGENTNAME


EMAIL 10 - Subject - Instructions to securely share information

Hi NAME,

<Something Personal>

Can you send me your dec page for the auto insurance when you get a chance? If you’d like to simplify the process, you can click the link and they will be send directly to us securely - PLACE INSURGRID LINK HERE

Thanks, NAME. Looking forward to working with you (hopefully!).

Warmest regards,

AGENTNAME


EMAIL 11 - Subject - Your new coverage!

Hi NAME,

Thanks for your time on the phone! I appreciate the opportunity to help you with your home/auto/umbrella coverage.

Below is the link we discussed that will send your policy information directly to me. As we discussed, it is secure and your credentials are not shared with me. Once I have your dec pages and driver's license/birthdate, I will be able to provide a competitive quote.

Click here - PLACE INSURGRID LINK HERE

Please let me know if you have any questions or concerns!

Warmest regards,

AGENTNAME


EMAIL 12 - Subject - Insurance Audit

Hi NAME,

At AGENCYNAME, we run a comprehensive audit of your current insurance coverage to evaluate if AGENCY NAME can enhance your current policy.

The first step in this process is to review your current insurance policy and check whether you’re eligible for stronger coverage and/or more savings. If you click the link below, you will be able to easily connect your current insurance account and securely share your current policy for our team to evaluate:

PLACE INSURGRID LINK HERE

Thank you

AGENTNAME


Recycled Leads

Agents spend a lot of money to gather leads, but are you getting the most use out of them? Following up with old leads using the InsurGrid link can be a great way to easily get dec pages and other information needed to quote.


EMAIL 13 - Subject - Try our new tool to check for savings

Hi NAME,

I know we spoke a long time ago. <Something personal> and I wanted to check-in to see how you’re doing. Tell NAME I say hello!

We have a new tool we’re using to help our accounts determine whether they can get stronger coverage with increased savings. This tool provides a secure and fast way to share your current insurance information to determine what eligible benefits you might have.

Click here to begin - PLACE INSURGRID LINK HERE

Have a great day!

AGENTNAME


EMAIL 14 - Subject - Checking in

Hi NAME,

Thank you for allowing AGENCYNAME to quote your business. I noticed it has been some time since we last spoke so I wanted to check in and see if you would be interested in having our team audit your current insurance.

If you click the link below you will be able to securely share your policy information for our team to see if we can compete for your business:

PLACE INSURGRID LINK HERE

Regards,

AGENTNAME


X Date Accounts

Prospects with policies that are about to expire are a great opportunity to win business. If you have a list of expiration dates we would highly recommend using one of the templates below to re-engage prospects in a fast and convenient way.


EMAIL 15 - Subject - Policy renewal

Hi NAME,

I noticed that your CARRIER policy is set to expire in X days. I would love the opportunity to save you money while enhancing your coverage. If you’re interested in having our team at AGENCYNAME run an audit on your current policy, all you have to do is click the link below to connect your current account!

PLACE INSURGRID LINK HERE

If you have any questions, do not hesitate to reach out.

Thank you,

AGENTNAME


EMAIL 16 - Subject - Expired Insurance Policy

<Something personal>. Tell NAME I say hello!

I know we spoke a long time ago and I had in our notes about how your insurance is about to expire.

We have a new tool we’re using to help our accounts determine whether they can get stronger coverage with increased savings. This tool provides a secure and fast way to share your current insurance information to determine what eligible benefits you might have.

Click here to begin - PLACE INSURGRID LINK HERE

Have a great day!

AGENTNAME


EMAIL 17 - Subject - Expired Insurance

Hi NAME,

<Something personal>. Tell NAME I say hello!

I know we spoke a long time ago and I had in our notes about how your insurance is about to expire.

We have a new tool we’re using to help our accounts determine whether they can get stronger coverage with increased savings. This tool provides a secure and fast way to share your current insurance information to determine what eligible benefits you might have.

Click here to being - PLACE INSURGRID LINK HERE

Have a great day!

AGENTNAME


EMAIL 18 - Subject - Checking-in on your expired insurance

Hi NAME,

<Something personal>. Tell NAME I say hello!

I know we spoke a long time ago and I had in our notes about how your insurance is about to expire. This would be a great time to check whether your coverage is what you need and if there’s any savings we can help you with.

We have a tool we’re using to help out with the process. This tool provides a secure and fast way to share your current insurance information to determine what eligible benefits you might have.

Click here to being - PLACE INSURGRID LINK HERE

Have a great day!

AGENTNAME


Follow-up Emails

Do you find it hard to come up with new ways to “follow up” or “check in” on your prospects? Are you tired of having to get your prospects on the phone or walk them through via email how to share their information with you? With the InsurGrid link, agents have an easy way to re-engage with prospects and get their information instantly.


EMAIL 19 - Subject - Not to 🐛 you

Hi NAME,

I understand that your time is very valuable, that is why we have partnered with a company that makes getting your current insurance information a breeze! Please click the link below to connect your current insurance policy:

PLACE INSURGRID LINK HERE

Talk soon!

AGENTNAME


EMAIL 20 - Subject - AGENCYNAME Follow Up

Hi NAME,

I wanted to follow up and see if you’re able to connect your policy so our team can quote your business? We have a fast and secure way to get your info, please click the link below:

PLACE INSURGRID LINK HERE

AGENTNAME

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