Cross-Sell for Active Customers
2-email cross-sell sequence for existing policyholders.
2 emails3 daysTrigger: Active policyholder
Email 1: Want an insurance check-up to make sure you're not overpaying?
Send after 0 days
Subject: Want an insurance check-up to make sure you're not overpaying?
Preheader: As a valued customer, let us review your other policies
Hey {{first_name}},
It's {{agency_name}}! Just a quick check-in to make sure you're not potentially overpaying for any of your other insurance policies.
As a valued customer with an active {{current_policy_type}} policy with us, you already know how we take pride in offering personalized, tailored insurance plans that meet your business needs.
Did you know we can do the same for any of your other insurance needs too?
We can get you competitive quotes for commercial auto, workers' comp, general liability, builder's risk, bonds, umbrella policies, and more.
Our {{years_experience}} years of experience combined with our specialized quoting process allows us to get you the best rates possible from top insurance providers.
Could you be saving more? Are you potentially overpaying on any of your other policies?
Pick the policy you need below, then fill out the form to find out if you can save:
[Get a General Liability Quote] {{gl_quote_link}}
[Get a Commercial Auto Quote] {{auto_quote_link}}
[Get a Workers' Comp Quote] {{wc_quote_link}}
Let's keep you covered without breaking the bank!
{{agent_name}} {{agency_name}}
P.S. If you'd prefer to get a quote over the phone or need another type of policy, give us a call at {{agent_phone}}
Email 2: Insurance tune-up time - are you paying too much on other policies?
Send after 3 days
Subject: Insurance tune-up time - are you paying too much on other policies?
Preheader: Let us help you save across all your coverage
Hey {{first_name}},
It's your friend {{agent_name}} from {{agency_name}}!
As one of our valued customers, I wanted to make sure your hard-earned dollars are spent wisely on all the insurance plans you need for your business.
As part of the {{agency_name}} family, did you know we can potentially trim costs on any of your other insurance policies too?
From commercial auto, workers' comp, builder's risk, liability, to personal home, auto, and more - we've got you covered.
We've spent {{years_experience}} years mastering the art of helping our customers save on their policies while maximizing their protection. All from top insurance providers.
Want to check to make sure you're not overpaying elsewhere? Need a new policy?
It's as simple as clicking on what you need below:
[Get a Quick General Liability Quote] {{gl_quote_link}}
[Speedy Commercial Auto Quote] {{auto_quote_link}}
[Need a Workers' Comp Quote? Click Here] {{wc_quote_link}}
Let's keep you covered and help save some extra bucks!
{{agent_name}} {{agency_name}}
P.S. Prefer to talk over the phone? No problem! Give us a call at {{agent_phone}} for a quote or any of your other policy needs.