ProducrIQ

For insurance agents

The welcome message after a policy binds

The welcome email is the cheapest retention work available and almost nobody does it properly. A client who knows how to reach you, and what to do when something happens, does not go looking for another agent when something happens.

When to send it

Within two days of binding, while they still remember choosing you.

What it has to do

  • Confirms what they have, in one line, without jargon.
  • Tells them exactly what to do if they have a claim — the number to call, at 2am, before they call you.
  • Sets one expectation about when they will hear from you next.
  • Is readable by somebody who has never bought insurance before.

What to avoid

  • Attaching the full policy and calling it onboarding. Nobody reads it and it signals that the relationship is paperwork.
  • Cross-selling in the welcome. You have one message's worth of goodwill; spending it on the next sale is how it becomes the last message.
  • A list of every service you offer. They bought one thing. Tell them about that thing.

A worked example

EmailYou're covered — here's what that means
Hi Priya,

You're set. Homeowners coverage started today, and the documents are on their way from the carrier.

The one thing worth saving: if something happens — water, fire, break-in — call the claims line first, 24 hours a day, at the number on your card. Then call me. Reporting it quickly matters more than reporting it to the right person, and I'll pick it up from there.

Before anything happens, take photos of each room on your phone. Five minutes now settles arguments later.

I'll be in touch before renewal, and you can reach me any time in between.

Richard

Names and details here are invented. Written the way an agent would actually send it, not the way a template would.

Writing these every week?

ProducrIQ is a tool a working insurance agent built for his own agency. Describe the situation the way you’d say it to a colleague and it writes the message in your voice, signed by your agency — including this one, under New Client Welcome.

See how it works

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