Follow-up #1 Manager / Director Mid-Market
Follow-up #1 for Insurance
Targeting manager / director at mid-market companies (51-500 employees).
Subject Line
How one brokerage found $800K in their book
Email Template
Hi {{first_name}},
Following up on my email about cross-selling opportunities at {{company_name}}. I wanted to share a quick result that came in since we last connected.
A brokerage with a similar book size to yours ran a cross-sell audit on their top 500 accounts and found $800K in premium they were leaving on the table. The biggest gap was commercial auto clients who did not have a workers comp policy through the agency. The fix was a simple quarterly account review trigger.
I have the framework they used to run that audit and it takes about two hours to set up. Happy to share it with you if useful. 9-13% reply rate
Wednesday best day
10:00-11:30 AM best time
Personalization Tips
- Reference the specific mix of commercial and personal lines at their brokerage
- Mention their geographic expansion if recent to connect it with cross-sell in new markets
- Note any agency management system they use to show the framework is compatible
When to Use
Four to five business days after the initial email, when you can provide a concrete dollar-value result that makes the opportunity tangible for a revenue-focused manager.
When NOT to Use
If the brokerage has recently undergone a book roll or merger that makes their account data unreliable for a cross-sell analysis.
Want AI-personalized emails?
PitchGale generates emails tailored to each prospect's company and role.