15 Best Insurance Email Templates [2024]

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Updated: January 19th, 2023

15 Best Insurance Email Templates [2024]

The insurance industry is a fast-growing sector with many opportunities for growth. In the US, the main types of insurance are health insurance, life insurance, travel insurance, property insurance, and auto insurance. In 2017 the insurance industry contributed 3.1% of the GDP and shows no signs of slowing down.

Have you ever sent an email to a client regarding your insurance policy proposal and got zero response? We've all been there, but there is an easy solution to this problem. What you need is to step up your email marketing game and have a clear idea about what to include in your insurance marketing emails.

Having the right email templates can save you time and money. Here are 15 free insurance templates to use in 2022 that will save you time and help you with your email marketing efforts.

What To Include In Your Insurance Email

When it comes down to crafting your email, there are a few key elements to include:

Welcome remarks
Personalized message
Examples of results
Feedbacks
Measure results
Updates

Welcome Email and Some Reminders

title=We Welcome You To The Family Welcome, [John]

We're glad to have you on board. Here are some guidelines for getting started:

Get a handle on your policy's details by reviewing the coverage options online. It is available in our customer portal or contact us at [Contact number or email address] if you need help with anything.
I'll be sure to stay in touch as we get more acquainted. I will let you know about any changes along the way that might affect how insurance products work. Please give me a call anytime if you have any queries regarding the life insurance plans.

Thanks,

Source

Giving Options To Your Client Email

title=Your Primary Options Hi [Name],

I hope you're settling in your new place and the kids are adjusting well to their new schools. I wanted to give you a call today about our insurance options.

Our goal is always to work with clients like yourself because we know how important it is for families just starting in life. That's why our life insurance plans include:

A personal claims representative who will handle any issues that arise - 24/hour customer service coverage
A free comprehensive review every three years (to make sure things haven't changed).
And discounts on home and auto policies as soon as they're eligible.

This is to ensure there won't be any surprises when rates change.

Please give me a call if you have any queries regarding the life insurance plans.

Thanks,

Source

Answering An Insurance Inquiry

title=Useful FAQs For Your Insurance Inquiries Dear Client,

Thank you for your time speaking with me today. I know shopping for insurance can be challenging, and there’s a lot of information to process. I’m attaching a list of questions to ask any insurance agent before you purchase a policy. Many of our customers have found it helpful in deciding which insurance agency to work with.

Your online quote will be ready in about an hour. You can follow the link below to review the quote at your convenience.

I will call you on Thursday morning to follow up. In the meantime, you can reach me at (contact no.) with any questions.

Your personalized insurance quote is here: [Enter Website Here]

Sincerely,

[Your Name]

[Company Name]

Source

Follow-Up Reminder For Client Meeting

title= Checking Out On You Hi [Name],

I hope you're doing well. I wanted to follow up on the quote for X Company that we talked about last week.

I'm going on vacation next month, so please don't hesitate to call me or email me if there's anything urgent.

Otherwise, just let me know when it would be a good time for us to talk. I'll give you my availability dates over the coming weeks in this email.

Best regards,

[Your Name]

Source

Sending More Insurance Information Email

title=Very Useful Fact Sheet For You Dear Client,

It was a pleasure to chat with you earlier today about your new business. I am attaching a fact sheet for you to refer to as you get more insurance quotes for your business. Whether or not you choose ABC Insurance for your needs, I look forward to having you join us in the business community.

Please feel free to reach out with any questions you may have.

Sincerely,

[Your Name]

[Company Name]

Source

Policy Renewal Information Email

title= Policy Renewal Hi(client’s name),

Your policy renewal is yet to be discussed and it is set to (expire/renew) on (date). You can drop by soon when you have a time that works for discussion. Looking forward to hearing from you.

(Signature)

Source

Welcome Email For New Clients

title= Welcome to (Agency name) Hi (Client name), welcome to (Agency name). Nothing beats being able to help, I am happy you chose us, it was a great privilege finding answers to what you seek and I look forward to the continuous partnership. You can always reach out to (Email or phone number) if you have any questions or concerns.

Regards.

(Signature)

Source

Thank You Email

title=We Appreciate Your Subscription Dear Client,

I am contacting you because our mutual acquaintance, (Name), said you are opening a new business and might be looking for business insurance. ABC Insurance has worked with several local companies similar to yours and has been able to offer them great rates. I would be happy to meet and walk through the details of business insurance with you—no obligation on your part. I’ll even buy the coffee.

Sincerely,

[Your Name]

[Company]

Source

Policy Update Email

title=Good News For You Hi [Client Name],

Good news, we have an update for all our policyholders.

As of April 26, 2021, our insurance policies have been revised.

It is updated with the following changes: We've added additional coverage for New York City residents in disaster zones.

If you reside in a disaster zone, please contact us.

We are ready to answer any questions regarding the policy status or other needs.

Best Regards,

Source

Policy Update and Inquiries Email

title=An Important Update Hey [Name],

I bring to you good tidings from (Agency name). This is to inform you that on (date) our life insurance policies have been updated. The changes include (Make a list of the changed policies). You can drop by or put a call across to ask questions as regards your policy.

Thanks,

[Your Name]

Source

Seeking For Referrals Email

title= Do you know someone who needs my help? Hi (client’s name),

Thanks for joining the family (Agency name). You’ve tested us and you can trust us. I would like for your friends and family to have a taste of the test, if you don’t mind, you can share my contact info with them and let them reach out. Thanks. I appreciate your support.

Thank you,

(Signature)

Source

Policy Review Follow-Up Email

title=What’s Up Hey [Client Name],

I hope all is well. I wanted to check and see if you reviewed our policy renewal information for life insurance?

If not, please let me know! As always, thank you so much for your time, and we look forward to hearing from you soon.

Regards,

[Your Name]

Source

Birthday Greeting To Your Client

title=Happy Birthday! Hello [Name],

The day you've been eagerly waiting for is finally here! It's time to celebrate your 65th birthday!

I hope you're doing well and that the year ahead will be a great one. I wanted to remind you about your life insurance policy with our company.

We appreciate all our customers. But we know how important it is for seniors like you to have coverage in place when they turn 65 years old!

We want to get back in touch before too much time goes by to help ensure that nobody has any regrets later on down the line. If there's anything else we can do for you today, please reach out anytime.

One last thing: Your birthday offer ends tomorrow, so don't miss out on these discounts.

Best Regards,

Source

Insurance Policy Renewal Email

title=Urgent Action Needed Hey [Name],

It's time to renew your life insurance. What better day than a cold winter evening? Get started by filling out the applications before deadlines roll around next week.

We'll take care of everything for you once we know what type of coverage best suits your needs.

Our options include the Term-life death benefit option or whole life policy rider.

The latter guarantees cash value accumulation over time until it reaches its ultimate goal. You can't beat these benefits nor the prices!

Give me a call if you have queries about how this could work for you.

Like always, give feedback on anything I've written here too by replying below :)

Thanks,

Source

Insurance Company Anniversary Email

title=Happy Anniversary to Us! Hey [Name],

[Company name] is intrigued to celebrate her 7th anniversary with you. It wouldn’t have been possible if you didn’t deem it fit to insure life. On this occasion, to celebrate with us, refer friends to earn (give discount) on our life insurance policy, follow us on our social media handles. Thanks for celebrating with us.

[Your Name]

Source

25 Insurance Email Subject Lines You Can Use

Here's a list of 25 popular email subject lines you can use for your insurance company

I am pretty sure you will regret ignoring this insurance email
You can save on your car, home or renters insurance
Don't be caught without the right kind of insurance
Did you know you can get car insurance for your Tesla? Click here to
Do you have any idea how much a major accident can cost?
Did you know you might be able to save money on your home and auto
Anxious about the future?
No matter what happens, we've got you.
Can I let you in on a little secret?
On a scale of 0-10, how happy are you with your current insurance
How You Could Save Money On Car Insurance
Do you have an IMMEDIATE need for reliable auto insurance?
Why every college student should buy insurance from us.
May I protect you today?
Curious about insurance?
Did you know your parents are not covered for your injuries?
Still paying for injuries from your childhood?
We found your new health plan!
Why would you buy beer before insuring your phone?
How much do you know about life insurance?
Protecting you and your creations
How can I help you save on your next insurance renewal?
Did you know you can use Lemonade to lower your monthly insurance premium
Mortgage Insurance? We've got you.
Just a quick note to help you out...

Looking for some insurance-related blog topics content? Check out our full article here

Tips For Writing A Successful Email

A well-written email can be a powerful communication tool. If you want to get your point across and have it read, write an email that is clear, concise and compelling.

Here are 6 tips to help you write better emails:

1. Keep it short.

People are busy, and they aren't going to read anything more than a few paragraphs long in their inboxes. If you have something important to say, be concise.

2. Be friendly and personable. The best emails show that their sender cares about the recipient: address them by name, make jokes and be friendly, compliment them on something they've done recently—demonstrate that you know them well enough to give them a personal touch.

3. Use bullet points or numbered lists where appropriate.

If you're making a list of suggestions or talking about multiple things, it's much easier on the reader if you use bullet points or numbers rather than listing every point out separately in paragraphs.

(Obviously this doesn't apply if you're using an email for something else entirely—such as a newsletter or informational message.)

4. Proofread your message carefully before sending it out.

Even though you may think you're a pro at typing emails, there are still some mistakes that you could be making. It's important to avoid these errors so that your message is clear and correct.

If you skimmed over the email, there is a good chance that you missed an error in the very sentence that you just changed.

Pro tip: Read your entire message out loud before hitting send. You are more likely to catch mistakes this way!

5. Be sure to include the recipient's name in the email.

This seems like an obvious tip, but it's easy to forget that we're not sending mass emails to a group of people but individual messages to each person on the list.

Your best bet is to craft your message carefully, and make it personal by using the recipient's name. It shows that you're paying attention and it also makes the email feel more personable.

6. Be clear about what you want

Be specific and don't beat around the bush. Think about what you're asking for clearly before you write anything down.

In the first line of your email, state clearly what you want and how the recipient can help.

FAQ

Below we detail the most common questions related to insurance.

What are the most important types of insurance?

Health insurance
Automobile insurance
Disability insurance
Home insurance
Life insurance

What are the primary principles of insurance?

Utmost good faith
Insurable interest
Indemnity
Contribution
Subrogation
Loss Minimization
Proximate Cause

Why insurance is important?

In times of trouble, an insurance policy will help you deal with emergencies such as illness, accident, and even death. This is mostly used for medical emergencies required for treatment and care.

Conclusion

Getting clients for your insurance plans can be a difficult task to do. It involves plenty of conversations with your prospects. On top of that, you have to update your existing clients regularly. With the help of the email templates for insurance that we provided, the task becomes easier. Just use it and make some minor tweaks to it for an efficient conversation experience with your clients and prospects.

meet the author

Pat Walls

I'm Pat Walls and I created Starter Story - a website dedicated to helping people start businesses. We interview entrepreneurs from around the world about how they started and grew their businesses.

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