Renewal Reminders

Pre-renewal and renewal deadline reminders.

2 emails10 daysTrigger: Renewal upcoming

Email 1: Your {{coverage_type}} renewal is coming up, {{first_name}}

Send after 0 days

Subject: Your {{coverage_type}} renewal is coming up, {{first_name}} Preheader: I have new rates this year - let me compete for your business {{first_name}}, Last year around this time, you requested a {{coverage_type}} quote from us. We didn't end up working together, but I wanted to reach out as your renewal approaches. I have new rates available this year and would love the opportunity to compete for your business. Here's why it's worth getting a fresh quote: - Carrier pricing changes every year. What was expensive last year might be competitive now. - Your claims history has aged another year. This often results in better rates. - We've added new carrier relationships since we last talked. It takes about 5 minutes to get you an updated quote. No obligation to switch, just information to help you make the best decision for your business. Interested? Reply "Yes" or schedule a quick call: {{calendar_link}} {{agent_name}} {{agency_name}} {{agent_phone}}

Email 2: Last chance to compare rates before renewal, {{first_name}}

Send after 10 days

Subject: Last chance to compare rates before renewal, {{first_name}} Preheader: Your renewal is likely this month - let me save you money {{first_name}}, Your {{coverage_type}} policy is likely renewing in the next couple of weeks. Before you auto-renew with your current carrier, I'd encourage you to get at least one comparison quote. Many business owners are surprised to find they can get the same (or better) coverage for significantly less. I quoted your coverage last year but we missed connecting. I'd like to change that this year. Here's what I need from you: - Your current policy declarations page (so I can see exactly what you have) - 5 minutes on the phone to confirm details I'll come back with competitive options within 24 hours. Ready to see if you can save? Reply to this email or call me: {{agent_phone}} {{agent_name}} {{agency_name}} P.S. Even if you decide to stay with your current carrier, knowing what else is out there gives you leverage when negotiating your renewal rate.