Follow-up #2 Manager / Director Mid-Market
Follow-up #2 for Insurance
Targeting manager / director at mid-market companies (51-500 employees).
Subject Line
5 brokerages found hidden revenue this month
Email Template
Hi {{first_name}},
Quick follow-up on the cross-selling conversation. Five brokerages in your size range completed the cross-sell audit I mentioned, and the average untapped premium they found was $650K. The range was $400K to $1.2M.
The pattern that stood out is that the biggest gaps were not in obvious cross-sell pairs. They were in ancillary lines that agents do not naturally think to offer during a commercial renewal.
If {{company_name}} has not run a similar analysis recently, I think the exercise alone is worth the 30 minutes it takes to set up. I am happy to walk you through it. 9-12% reply rate
Tuesday best day
10:00-11:00 AM best time
Personalization Tips
- Reference the specific ancillary lines most relevant to their client base
- Mention their brokerage's growth trajectory to connect revenue discovery with growth goals
- Note any recent carrier partnerships that open new cross-sell product options
When to Use
Six to eight days after the first follow-up. Aggregated social proof from five peers creates a sense of industry momentum and makes the opportunity feel validated.
When NOT to Use
If the brokerage recently lost key accounts or producers, as revenue optimization may feel secondary to stabilization.
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