Send WhatsApp messages in bulk
Automate your WhatsApp marketing
Collaborate on a shared inbox
Multiple chat apps on one website widget
Drive sales to your Shopify Store
Drive sales to your EasyStore site
Broadcast messages in bulk
Automate your WhatsApp marketing
Connect your chat apps in a shared inbox
Multiple chat apps on one website widget
Drive sales to your Shopify store
Drive sales to your EasyStore site
Insurance goes beyond the endless cold calls, roadshows, and upsells. It’s also about creating a relationship and maintaining consistent communication with your clients.
In fact, research shows that 81% of clients leave an insurance agent because of the lack of regular and meaningful communication.
This is where chat marketing comes in. You can easily send messages to your clients through their preferred messaging channels and follow up with them regularly.
However, while sending messages to your customers can help improve engagement, having to manually send individual messages can be extremely time-consuming.
This is why you need message templates to help speed up the process and cut down on manual work. Furthermore, you don’t have to reinvent the wheel for every conversation with a customer!
Let’s take a look at the best insurance message templates so you can send more messages in less time. 👇
No-shows are inevitable but definitely avoidable. Take this chance to send a message to your clients to remind them about their upcoming appointments to reduce no-show rates.
Here are some templates you can use:
Following up with your client is a must-do for every insurance agent. Amidst your clients’ busy schedules, not everyone will stay up-to-date with their policies or have time to arrange a one-on-one with you. This is why sending these reminder messages can help keep your clients on track.
Here are some templates you can use:
Remember how maintaining a relationship with your client is important? Well, sending them a message to wish them well on their birthday shows your client that you value them and remember them amidst your sea of other clients.
Here’s a template you can use:
Sending promotional messages via chat messaging helps to catch your clients’ attention. Furthermore, 82% of people open every text message they receive, which means they’ll be more likely to read your messages and check out your promotions instead of ignoring them entirely.
Here are some templates you can use:
Sending a simple Policy Update message can go a long way when it comes to updating your clients about their policy statuses. After all, they might have to pay lump sums or monthly payments which require a great sum of money. You can also take this chance to inform them that they have a platform to easily contact you.
Here are some templates you can use:
You can send Alert message notifications to your clients to update them about certain information such as mailing changes, agent updates, and more.
Here’s a template you can use:
It’s important to send Payment Reminders to your clients to ensure that they are able to pay for their premiums. Once again, they could be making lump-sum payments which can cost quite a bit. Thus, notifying them in advance allows them to make timely payments.
Here are some templates you can use:
And that’s our list of insurance message templates!
Head on over to our Message Template Library for over 100+ message templates!
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