Follow-up #2 Manager / Director Enterprise
Follow-up #2 for Insurance
Targeting manager / director at enterprise companies (500+ employees).
Subject Line
Your peers ranked these 3 workflow changes
Email Template
Hi {{first_name}},
Last follow-up on agent productivity benchmarks at {{company_name}}. I surveyed 40 regional managers at enterprise carriers and asked them to rank the workflow changes that had the most impact on their teams this year.
The top three were: structured morning planning blocks, automated lead prioritization based on renewal timing, and standardized win-loss documentation. Managers who implemented all three saw an average 22% improvement in per-agent production.
I compiled the full survey results into a one-page summary. If you want a copy, just reply and I will send it over. No call required. 7-10% reply rate
Wednesday best day
8:30-9:30 AM best time
Personalization Tips
- Reference the size of the agent force they manage to scale the impact projections
- Mention any company-wide productivity initiatives that align with these workflow changes
- Note industry awards for agent development that suggest they value continuous improvement
When to Use
Seven to ten days after the first follow-up. The survey results from 40 peers create strong social proof, and asking only for a reply lowers the commitment barrier.
When NOT to Use
If the manager has recently been promoted or moved to a new division, as they may not yet have enough context to evaluate productivity benchmarks.
Want AI-personalized emails?
PitchGale generates emails tailored to each prospect's company and role.