Insurance quote follow up text: nine you can copy.
An insurance quote follow up text should be one or two sentences, name the quote and ask one question. Send the first one the same day you send the quote. Here are nine examples for each point in the follow-up, and the timing I would use.
- Same day first
- One question each
- Stop after the last try
The short answer.
Most quotes do not die because the price was wrong. They die because the person got busy and nobody checked in. A short text is the easiest check-in there is. Ask if they got it, ask if they have questions, and after a few tries ask if you should close the file.
The same day.
Did it arrive?
"Hi James, Alex with Summit Insurance. I just emailed your auto quote. Did it come through?"
One thing to look at
"Hi James, your quote is in your inbox. The second option is the one I would look at first. Want me to walk you through it in five minutes?"
Day two or three.
Any questions?
"Hi James, Alex here. Any questions on the quote I sent? Happy to explain anything."
Offer a time
"Hi James, I have a few minutes at 4 today or 10 tomorrow to go over your quote. Does either work?"
Make it easy to say no
"Hi James, did the quote look close to what you wanted, or should I rework it?"
Day five to seven.
A reason to reply
"Hi James, Alex with Summit Insurance. Quotes are only good for a limited time, so I wanted to check in before yours expires. Still interested?" Use this only if it is true for that carrier.
Change the channel
"Hi James, I left you a voicemail about your quote. Is text easier for you?"
The last try.
Close the file
"Hi James, I have not heard back, so I will close your file for now. If you want to pick it up later, just text me here."
Leave the door open
"Hi James, no problem if the timing is off. Want me to check back before your current policy renews?"
Where I would be careful.
Do not invent a deadline. If the quote does not expire, do not say it does. Text only people who gave you permission to text them, keep a record of when and how they gave it, say who you are, and stop the moment someone asks. Medicare and some states add stricter rules. This is general information, not legal advice, so check with your compliance contact before you send anything.
If they say they went with someone else, thank them and ask if you can check in at renewal. See what to say when an insurance lead says not interested.
How I do it.
This follow-up can run by itself. My Instant Lead Response answers every new lead within seconds, and Cold Lead Reactivation works the quotes that went quiet with text, email and voicemail. Each is $297 a month, with texts at cost, about 2 cents each. Replies come to you so a person takes it from there.
You can call or text me at (561) 287-3456. That reaches me, Corey Gray, the owner.
Questions you may be asking.
How soon should I follow up after sending an insurance quote?
The same day, with a short text asking if it arrived. Then again in two or three days, and once more around day five to seven.
What do I text after sending an insurance quote?
Name the quote and ask one question: did it arrive, do you have questions, or is a quick call at a certain time OK.
How many times should I follow up on a quote?
Several, spread over a couple of weeks and across text, email and a call. End with a polite message that you are closing the file.
What if they do not reply at all?
Send the close-the-file text. It gets more replies than you would expect, and it lets you move on if it does not.
Can I automate quote follow up texts?
Yes, as long as you have consent to text and every reply goes to a person. The automation sends the check-ins; you handle the conversation.
Quotes going quiet?
Tell me how many quotes you send a month and I will show you how the follow-up would run.