3 Email Templates for New Insurance Leads

Increase your contact rate with these simple email templates, designed for engaging with new leads

Moe avatar
Written by Moe
Updated over a week ago

When you get a new lead, the goal is simple. You want to get in touch with the new lead as soon as possible and initiate the quoting process. 

Here are three simple emails that we know get the job done. All of these emails can be found in your Templates folder (click My Agency, then Templates) in AgencyZoom.

Although they are broken down by the type of lead, you'll notice something they all have in common: they always end with a simple closed-ended question.

You can use these template the way they are, or you can use them for inspiration when you build your own templates!

For Referral Leads

For Paid Leads 

For Everything Else

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

Did this answer your question?