Follow-up #1 Individual Contributor Mid-Market
Follow-up #1 for Insurance
Targeting individual contributor at mid-market companies (51-500 employees).
Subject Line
Underwriter saved 2 hours daily with this
Email Template
Hi {{first_name}},
Following up on my note about data entry bottlenecks in underwriting. I wanted to share a specific result from an underwriter at a carrier similar to {{company_name}}.
She created a standardized submission checklist that she sent to brokers before accepting any new business submission. It added one step upfront but eliminated an average of two hours per day of back-and-forth requesting missing information. Her file quality improved and her turnaround time dropped from five days to three.
I have her exact checklist template if you want to adapt it for your workflow. No commitment needed, just send me a reply and I will forward it. 11-15% reply rate
Tuesday best day
10:30 AM-12:00 PM best time
Personalization Tips
- Reference the specific lines they underwrite to make the checklist feel tailored
- Mention submission volume trends in their market that make efficiency more urgent
- Note their carrier's turnaround time reputation to connect it to their personal performance
When to Use
Four to five days after the first email, when offering a specific free resource lowers the barrier to response and provides immediate value.
When NOT to Use
If the underwriter has an auto-reply indicating they are on vacation or out of office for an extended period.
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