Follow-up #2 Manager / Director Small Business
Follow-up #2 for Insurance
Targeting manager / director at small business companies (1-50 employees).
Subject Line
Agency down the road saw big results
Email Template
Hi {{first_name}},
I have reached out a couple of times about improving agent conversions at {{company_name}}. I wanted to share one more thing before I step back.
A sales manager at an agency in a similar market just told me their team's conversion rate jumped from 32% to 41% in one quarter. The main change was a structured follow-up cadence that takes agents about five minutes to set up each morning. Three of his four producers adopted it within the first week because it made their days easier, not harder.
If you are interested, I can share the exact cadence. Either way, I appreciate your time. 12-16% reply rate
Thursday best day
9:00-10:30 AM best time
Personalization Tips
- Reference their local market to make the peer example feel directly relevant
- Mention a specific challenge like hard market rate increases that make conversions harder
- Note the number of producers they manage to show the cadence scales to their team size
When to Use
Five to seven days after the first follow-up. The peer proof combined with an easy-to-implement cadence lowers objections about complexity.
When NOT to Use
If the manager has indicated they are satisfied with current conversion rates or if the agency is in a hiring freeze that limits their ability to act on new processes.
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