Follow-up #2 Individual Contributor Mid-Market
Follow-up #2 for Insurance
Targeting individual contributor at mid-market companies (51-500 employees).
Subject Line
4 underwriters using this checklist now
Email Template
Hi {{first_name}},
Quick update on the submission checklist I offered to share. Four underwriters at carriers similar to {{company_name}} adopted it in the past month, and the average reduction in back-and-forth per file was 60%. One of them told me it changed how brokers perceive her responsiveness.
The checklist is one page. It takes five minutes to customize for your specific lines. And it costs nothing but a reply to this email.
If the idea resonates, let me know and I will send it right over. 12-15% reply rate
Wednesday best day
10:00-11:30 AM best time
Personalization Tips
- Reference the specific broker relationships that are most important to their workflow
- Mention the volume of submissions they likely handle to scale the time savings
- Note any quality metrics their carrier tracks that the checklist would help improve
When to Use
Five to seven days after the first follow-up. Social proof from four peers plus an extremely low-friction offer creates a compelling reason to respond.
When NOT to Use
If the carrier has recently implemented a new submission management platform that may already include checklist functionality.
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