Follow up Scripts for Insurance Agent

Initial Inquiry Response: “Hello [Client Name], thank you for reaching out about your insurance needs. I’m available to walk you through your options and answer any questions you may have. When would be a good time to talk?”
Post-Meeting: “Thank you for meeting with me today. I’ve attached the details we discussed. Please feel free to reach out if you have any more questions.”
Information Request: “Hi [Client Name], I need a bit more information to complete your application for [Insurance Type]. Could you provide [specific information] at your earliest convenience?”

One Week No Response: “Hi [Client Name], just checking in as I haven’t heard back from you regarding your [Insurance Type] application. Please let me know if you have any questions.”
Two Weeks No Response: “Hello [Client Name], I want to ensure your questions about your insurance options are answered. Is there a better time for us to discuss this?”
Long Time No Contact: “Hi [Client Name], it’s been a while since we last spoke about your insurance needs. I’m here to help whenever you’re ready to continue.”

Upcoming Renewal Notice: “Your [Insurance Type] policy is due for renewal on [Date]. Let’s discuss any changes to your circumstances that could affect your coverage needs.”
Renewal Options: “As your [Insurance Type] policy renewal approaches, here are some updates and options to consider. Let’s ensure your coverage meets your current needs.”
Post-Renewal: “Thank you for renewing your [Insurance Type] policy. If you have any questions about your new policy details or additional needs, please contact me.”

After Initial Claim Filing: “I wanted to confirm that your claim for [Details] has been filed. Here’s what to expect next in the process.”
Claim Status Update: “Here’s an update on your recent claim. The adjuster has [status update]. Please let me know if you need any further assistance.”
Post-Claim Follow-Up: “Now that your claim has been processed, I would like to ensure that everything was handled to your satisfaction. Do you have any feedback or further needs?”

Annual Check-Up Reminder: “It’s time for your annual insurance review. We can discuss any changes in your life that might affect your coverage. When is a convenient time for you?”
Coverage Adjustment Inquiry: “Hi [Client Name], I noticed some potential gaps in your coverage that we haven’t discussed. Could we schedule a time to review your current policies?”
Market Update: “There have been some changes in the insurance market that might benefit you. Let’s discuss how these could impact your current coverage.”

Insurance Tips: “I wanted to share some tips on how to better protect your property and possibly lower your premiums. Are you interested in receiving this information?”
Newsletter Announcement: “We’re launching a monthly newsletter with insights and tips about insurance. Would you like to be added to the mailing list?”
Webinar Invitation: “We are hosting a webinar on [Topic] that might be of interest to you. It’s a great opportunity to learn more about your coverage options.”

Referral Request: “If you’re happy with my services, I’d greatly appreciate if you could refer your friends or family who might need insurance advice.”
Testimonial Request: “Your feedback is crucial to us. Would you mind sharing your experiences with our services in a short testimonial?”

Holiday Greeting: “Wishing you a wonderful [Holiday]! It’s a good time to review your policies and make sure you’re fully protected for the coming year.”
Seasonal Reminder: “As [Season] approaches, it’s a good idea to review your [Insurance Type] coverage. Let’s make sure you’re ready for the season’s challenges.”

Discounts and Deals: “We are currently offering special discounts for [Insurance Type]. Let’s discuss how these can benefit you.”
Bundling Options: “Did you know that bundling your policies can save you money? I can help you review your options to maximize your savings.”