What to Do Next
1
Review the full 12-month plan (15 minutes)
See what to send when. Notice how it builds from check-ins to renewal reminders to referral requests.
2
Schedule the emails in your CRM or calendar
Block time each month to send these. Or set up automation if your system allows it.
3
Customize this month's email template
Replace the brackets with your details. Add your personal voice. Make it sound like you, not a template.
Other Resources You’ll Want
Quote-to-Policy Email Sequence
Seven emails that convert 47 quotes into 23 policies. Timing and psychology included.
Insurance Website Audit
12 reasons prospects request quotes but never convert. What to fix on your site.
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