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Insurance Follow-up #2
Follow-up #2 C-Suite / Founder Small Business

Follow-up #2 for Insurance

Targeting c-suite / founder at small business companies (1-50 employees).

Subject Line

Agency owner doubled retention in 6 months

Email Template
Hi {{first_name}},

I have reached out a couple of times about retention at {{company_name}}, so I will keep this brief.

An agency owner in your market recently shared that his retention rate went from 78% to 91% in six months. His agency is about the same size as {{company_name}}, and the primary change was restructuring how his team handles the 90-day window before each renewal. He said it was the single highest-ROI change he made last year.

If you are curious about the specifics, I am happy to connect you directly with him. If the timing is not right, I completely understand.
11-15% reply rate
Tuesday best day
7:30-9:00 AM best time

Personalization Tips

  • Reference a mutual connection or shared industry association membership
  • Mention their market area to make the peer example feel local and relevant
  • Note any awards or recognition that suggest they value being best-in-class

When to Use

Seven to ten days after the first follow-up. The peer reference and offer of a direct introduction creates social proof and a different type of value than previous emails.

When NOT to Use

If the agency owner has already responded negatively or if you do not actually have a peer willing to take an introduction call.

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