Free TemplateCross-sell

Cross-Sell 02: Tune-Up Follow-Up

Follow up after the check-up offer if no response.

Subject Line

Insurance tune-up time - are you paying too much on other policies? Preheader: Let us help you save across all your coverage

Email Body
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.

Tip: Replace the variables in {{brackets}} with your specific information before sending.

Template Details

Industry
Insurance Agents
Email Type
Cross-sell
Variables to Customize
8 fields

Customizable Fields

{{first_name}}{{agent_name}}{{agency_name}}{{years_experience}}{{gl_quote_link}}{{auto_quote_link}}{{wc_quote_link}}{{agent_phone}}

When to Use This Template

This Cross-Sell 02: Tune-Up Follow-Up template is designed for insurance agents professionals who need to additional coverage opportunities.

Simply replace the placeholder variables with your information and send. For even better results, use our AI email generator to customize the tone, length, and messaging to perfectly match your brand voice.

Frequently Asked Questions

How do I use this email template?

Copy the template above, replace the variables in {{brackets}} with your specific information, and paste it into your email client.

Is this template really free?

Yes! This template is completely free to copy and use.

Can I modify this template?

Absolutely. Feel free to adjust the tone, add or remove sections, and customize them to match your brand voice.

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