Follow-up #1 Individual Contributor Small Business
Follow-up #1 for Insurance
Targeting individual contributor at small business companies (1-50 employees).
Subject Line
3 quoting shortcuts other agents use
Email Template
Hi {{first_name}},
I sent a note last week about quoting workflows at {{company_name}} and wanted to pass along three specific shortcuts that other independent agents are using.
First, pre-filling common fields in carrier portals using saved templates rather than typing them each time. Second, batching similar risk types together rather than quoting one-off throughout the day. Third, sending the quote and application link simultaneously rather than sequentially.
Small changes individually, but agents who use all three report saving 45-60 minutes per day. Would any of these be relevant to your workflow? 13-17% reply rate
Wednesday best day
11:00 AM-12:00 PM best time
Personalization Tips
- Reference the carrier portals they likely use based on their agency's appointments
- Mention the types of policies they most frequently quote based on their specialization
- Note any technology tools listed on their LinkedIn that could integrate with the shortcuts
When to Use
Three to four days after the first email, when the agent did not reply. Leading with immediately actionable tips creates value regardless of whether they engage further.
When NOT to Use
If the agent is a brand new hire who is still learning basic workflows and would not benefit from optimization tips yet.
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