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101 templates
New Lead — First Contact
Subject: Your insurance quote request — [AGENCY NAME]
New Lead — First Contact
New Lead — Second Attempt, No Response
Subject: Following up on your quote request — [AGENCY NAME]
New Lead — Second Attempt
Quote Delivery — Here Is Your Quote
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Quote Delivery — Quote Emailed
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Quote Follow-Up — 1st Attempt
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Quote Follow-Up — 1st Attempt
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Quote Follow-Up — 2nd Attempt (Urgency)
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Quote Follow-Up — 2nd Attempt
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Quote Follow-Up — Final Attempt (Closing Your File)
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Quote Follow-Up — Final Attempt
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Quote Expiring Soon
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Quote Expiring Soon
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Price Objection Response
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Lost to Competitor — Stay in Touch
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Signature Needed — 1st Request
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Signature Needed — 1st Request (Text)
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Signature Needed — 2nd Request (Deadline)
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Signature Needed — 2nd Request (Text)
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Payment Needed to Bind
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Payment Needed to Bind (Text)
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Payment Reminder — Final Notice Before Effective Date
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Missing Information Request
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Missing Information Request (Text)
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Bound Confirmation
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Bound Confirmation (Text)
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Policy Delivery
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Certificate of Insurance — Need Holder Info
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Endorsement / Change Request Confirmation
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Claim Reported — Follow-Up
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New Client Welcome
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Late Payment / Pending Cancellation Notice
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Renewal Notice — 60 Days Out
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Renewal Notice — 60 Days (Text)
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Renewal — 30 Days, Need Response
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Renewal — 30 Days (Text)
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Renewal — Updated Documents Request
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Renewal Quote Delivery
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Renewal — Final Notice Before Expiration
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Cancellation Save — "Before You Go"
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Win-Back — 6 Months Later
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Cross-Sell — Umbrella / Cyber / Other Line
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Referral Request After Good Service
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Coverage Declination Confirmation
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Lower Limits Confirmation
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UM/UIM Rejection Confirmation
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Exclusion Acknowledgment
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TRIA / Terrorism Coverage Rejection Confirmation
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Surplus Lines Disclosure Cover Note
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No Response — Coverage Recommendation Stands
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Cross-Sell — Auto Client, Add Home (Text)
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Cross-Sell — Add Umbrella (Text)
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Cross-Sell — Schedule Jewelry / Valuables
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Cross-Sell — Life Insurance Intro
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Cross-Sell — Commercial Client, Add Personal Lines
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Referral Ask — After a Claim Handled Well
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Google Review Request
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Referral Reward Program Announcement
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Rate Increase Heads-Up (Text)
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Life Event — New Home (Text)
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Life Event — New Teen Driver (Text)
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Life Event — Recently Married
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Life Event — Moving Out of State
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Cross-Sell — Life Milestone Trigger (New Baby)
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Cross-Sell — Renters to Homeowner Upgrade
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First Notice of Loss — Acknowledgment
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First Notice of Loss — Acknowledgment (Text)
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Post-Claim Follow-Up — Coverage Review
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Commercial — GL Intake Follow-Up (Text)
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Commercial — Workers Comp Audit Reminder (Text)
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Commercial — COI Request, Need Details
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Commercial — Additional Insured Request Acknowledgment
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Commercial — BOP Renewal Review (Text)
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Commercial — Cross-Sell Cyber Liability
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Cross-Sell — Commercial Umbrella / Excess Liability
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Commercial — Commercial Auto Add Vehicle / Driver
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Commercial — New Business Startup Coverage Intro
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Mid-Term Operations Change Check-In (Commercial)
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Commercial — Lost / Stolen COI or ID Card Reissue
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Surety — Bond Application Follow-Up (Text)
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Surety — Bond Renewal Reminder (Text)
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Surety — Contractor License Bond Intro
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Surety — Bond Issued Confirmation
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Win-Back — Former Client (Text)
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Win-Back — Cancelled for Non-Payment, Re-Engage
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Mortgagee Change Confirmation (Text)
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Lienholder Change Confirmation — Auto
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Quote Follow-Up — Comparison Offer (Text)
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New Lead — Referral Introduction Warm Open
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Annual Coverage Review Invitation
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Quote Follow-Up — Left Voicemail (Text)
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Quote Follow-Up — Decision Maker / Spouse Loop-In
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Autopay / EFT Enrollment Offer
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Premium Finance Offer — Spread the Cost
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Welcome Kit — How to Reach Us & Use Your Policy
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Home Update Discount Check (Text)
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Renewal — Thank You / No Changes Confirmation
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Loyalty Thank-You — Multi-Year Client
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Flood Coverage Declination Confirmation
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Replacement Cost vs. Actual Cash Value Confirmation
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Templates are starting points and must be reviewed and adjusted before use. Use does not guarantee any sale or outcome. Not legal, compliance, or E&O advice. Full disclaimer