Follow-up #1 C-Suite / Founder Small Business
Follow-up #1 for Insurance
Targeting c-suite / founder at small business companies (1-50 employees).
Subject Line
Quick data point on policy retention
Email Template
Hi {{first_name}},
I reached out last week about renewal rates at {{company_name}} and wanted to share a quick data point that came across my desk since then.
An agency owner in a similar market to yours just reported that shifting their renewal outreach from 30 days to 60 days before expiration increased retention by 18% in a single quarter. The earlier touchpoint gave clients time to shop but also gave agents time to re-underwrite and present better options before the competition could.
If retention is on your radar right now, I think a short call could surface a few of these opportunities for {{company_name}}. If the timing is off, no worries at all. 10-14% reply rate
Monday best day
8:00-9:30 AM best time
Personalization Tips
- Reference a specific challenge facing their local market such as rate increases or carrier exits
- Mention a competitor agency that has recently grown to create urgency around retention
- Note any seasonal patterns in their book that make timing relevant right now
When to Use
Three to five business days after the initial email, when the owner has not responded but also has not unsubscribed. Best used when you have a genuinely new data point to share.
When NOT to Use
If the owner replied negatively to the first email or if you are sending this during a period of industry disruption like a major catastrophe event when their attention is elsewhere.
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