ProducrIQ

For insurance agents

Winning back a client who left

Most win-back attempts fail in the first sentence, because they are about the agent. The one that works acknowledges they left, assumes they had a reason, and offers something that costs them nothing.

When to send it

Six to twelve months after they left — long enough that the new policy has had a renewal, or a claim.

What it has to do

  • Acknowledges they left, without asking why in the first message.
  • Offers a free second opinion with no obligation, and means it.
  • Gives one concrete reason now is the moment — a renewal date, a rate cycle, a life change you know about.
  • Accepts no gracefully and in advance.

What to avoid

  • Implying the other agent is worse. You do not know, and the client will defend their own decision.
  • 'I noticed you left us.' It sounds like surveillance.
  • Leading with a discount. If price moved them once it will move them again, and you will not be the cheapest forever.

A worked example

EmailNo pitch — just an offer
Hi Ron,

You moved your policies last year and I never followed up, which was my mistake rather than yours.

One offer, and then I'll leave you alone: if you're coming up on renewal, send me the declarations page and I'll read it properly and tell you what I see. Gaps, overlaps, anything that looks off. No quote attached unless you ask for one.

Plenty of people take me up on this and stay exactly where they are. That's a fine outcome.

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 Win-Back Outreach.

See how it works

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