ProducrIQ

For insurance agents

Following up on a quote without nagging

A quote that goes quiet is usually not a no. It is a person who meant to deal with it and did not, and the follow-up that works gives them a way to say no as easily as yes.

When to send it

Three to five days after the quote. Then once more, a week later. Then stop.

What it has to do

  • Reminds them what the quote was for, with the number. They have forgotten.
  • Gives one reason it might still be worth doing.
  • Makes no an easy, respectable answer.
  • Is short enough to read on a lock screen.

What to avoid

  • 'Just checking in.' It carries no information and everybody recognises it.
  • Manufactured urgency. 'This rate expires Friday' is either untrue or a reason to distrust you.
  • A third follow-up. Two is persistent, three is a reason to avoid you at the grocery store.

A worked example

Text
Hi Angela — Richard with The Bass Agency. Following up on the auto quote from last week, $1,420 for the year with the same coverage you have now.

No pressure either way — if you've decided to stay put, just say so and I'll leave it alone. If you want to move, it takes about ten minutes.

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 Quote Follow-Up.

See how it works

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