When it comes to sales outreach, there is no one magical way to do things. What works for one industry, or offering may not work for another. This is true for the insurance brokerage industry as well.
At LeadJoint, we have worked with hundreds of clients from across different countries and industries to help them generate qualified leads for their businesses through email outreach.
Since you are here to check out insurance brokerage cold email templates, let me tell you this from experience – there is no perfect template that will work for all prospects. Their industry, designation, culture, English proficiency, and tech-savviness all play a part in deciding the best sales email template.
When we do sales outreach at scale for our clients, we start off with dozens of different sales email templates, and then slowly narrow it down to one or two based on what gets us the best results.
In this blog post, we will go through several different formats of emails that you could experiment with while seeking leads for your insurance brokerage business.
Template 1. Formal Tone and Straight to the Point:
Subject: Corporate Insurance Solutions Tailored for Your Business
Dear [HR Director’s Name],
I hope this email finds you well. At [Your Brokerage Name], we specialize in offering comprehensive corporate insurance solutions designed to meet the unique needs of businesses like yours. Our services ensure complete protection for your company and employees.
I would love to discuss how we can support your organization with our tailored offerings. Please let me know a convenient time for a brief meeting.
Best regards,
Anand Srinivasan
[Your Contact Information]Template 2: Casual Tone
Subject: Helping Your Team with Corporate Insurance
Hey [HR Director’s Name],
Hope all’s well! I wanted to drop a quick note about how we help companies like yours with smart corporate insurance plans. At [Your Brokerage Name], we take the hassle out of finding the best coverage for your team.
Would love to set up a time to chat and see how we can help out.
Best,
Anand SrinivasanTemplate 3: For a Tech-Savvy Recipient (Offering Calendly Link)
Subject: Simplifying Corporate Insurance for Your Team
Hi [HR Director’s Name],
At [Your Brokerage Name], we make corporate insurance easy and tailored to your company’s needs. I’d love to show you how our technology-driven solutions can make a difference for your business.
If it’s convenient, you can schedule a time that works best for you using this Calendly link.
Looking forward to our chat!
Best,
Anand SrinivasanTemplate 4: Using Stats in Opening Line of Email
Subject: 70% of Companies Are Reassessing Their Insurance – How About You?
Dear [HR Director’s Name],
Did you know that 70% of companies are currently reviewing their corporate insurance policies to better protect their employees? At [Your Brokerage Name], we specialize in designing insurance solutions that keep your team secure while optimizing costs.
I’d love to set up a quick meeting to discuss how we can support your company’s unique needs.
Best regards,
Anand SrinivasanTemplate 5: Reaching a Gatekeeper – Formal Tone
Subject: Connecting with [HR Director’s Name] Regarding Corporate Insurance
Dear [Gatekeeper’s Name],
I hope this message finds you well. I am Anand Srinivasan from [Your Brokerage Name], and I am reaching out to connect with [HR Director’s Name] regarding our corporate insurance services, which have been tailored to address the specific needs of companies like yours.
Could you kindly assist in scheduling a brief meeting at [HR Director’s Name]’s earliest convenience?
Best regards,
Anand SrinivasanTemplate 6: Reaching a Gatekeeper – Casual Tone
Subject: Could You Help Me Connect with [HR Director’s Name]?
Hi [Gatekeeper’s Name],
Hope you're doing well! I’m looking to get in touch with [HR Director’s Name] to discuss how we can support the team with corporate insurance solutions at [Your Brokerage Name]. Would you mind helping me set up a quick chat?
Thanks so much!
Best,
Anand SrinivasanTemplate 7: Opening with an Industry-Related Joke or Riddle
Subject: Why Did the HR Director Cross the Road?
Dear [HR Director’s Name],
To get to the best corporate insurance deal, of course! 😊 At [Your Brokerage Name], we specialize in helping businesses like yours find the right insurance solutions for your team, with minimal effort and maximum coverage.
Let’s chat! I’d love to show you how we can assist.
Best regards,
Anand SrinivasanTemplate 8: Formal Tone in Under 100 Words
Subject: Corporate Insurance Solutions for Your Company
Dear [HR Director’s Name],
I hope you are well. I am reaching out to introduce [Your Brokerage Name], where we provide comprehensive corporate insurance solutions tailored to your company’s needs. Our aim is to offer protection and peace of mind for your employees.
Would you be open to a quick discussion to explore how we can assist your team?
Best regards,
Anand SrinivasanTemplate 9: Casual Tone in Under 100 Words
Subject: Corporate Insurance for Your Team
Hey [HR Director’s Name],
I’m reaching out because I think we can help you with your corporate insurance needs. At [Your Brokerage Name], we make it easy to get your company covered without the headaches.
Let me know if you’re free for a quick chat sometime!
Best,
Anand SrinivasanTemplate 10: LinkedIn InMail with Connection Request
Subject: Let’s Connect – Corporate Insurance Solutions
Hi [HR Director’s Name],
I noticed your impressive work at [Company Name] and thought you’d be interested in connecting. At [Your Brokerage Name], we offer corporate insurance solutions that help businesses like yours ensure employee security and reduce risks.
Let’s connect, and I’d be happy to share more!
Best,
Anand SrinivasanInsurance Brokerage Cold Email Follow-Up Templates
Typically, we send between 4-7 follow-up emails to each recipient. While I can’t say with certainty how many follow-ups are ideal in the case of insurance brokerage cold emails, the number of follow-ups generally increases where recipients are ‘out in the field’ or not tech-savvy since in these cases, there is a high chance that they missed out our initial outreaches.
In my experience, such prospects also tend to be more forgiving on persistent follow-ups, and the chances of being marked as spam are lower. So, you can crank up the number of follow-ups.
In each of the follow-up emails, it is important to reiterate two things:
- What do you offer (corporate insurance in your case)
- Call-to-action (booking a meeting, for instance)
Here is one variant of the follow-up email that you can use. Please note that it is recommended that you experiment with different variants of follow-ups in order to find what works best.
Subject: Following Up on Corporate Insurance Discussion
Dear [HR Director’s Name],
I hope this email finds you well. I’m following up on my previous message regarding corporate insurance solutions from [Your Brokerage Name]. We have helped companies like yours protect their employees with tailored insurance plans.
I’d love to schedule a time to discuss how we can do the same for you.
Best regards,
Anand SrinivasanI personally like to receive short emails. So, we also try to experiment with short follow-up emails that are under 150 words. Something like this:
Subject: Just Following Up – Corporate Insurance Solutions
Dear [HR Director’s Name],
I wanted to follow up on my previous email. At [Your Brokerage Name], we specialize in providing corporate insurance plans that protect businesses and their employees. We have helped companies like yours ensure peace of mind with tailored insurance solutions.
Would you be open to a brief meeting to explore how we can assist your company?
Best regards,
Anand SrinivasanInsurance Brokerage Sales Breakup Email
The last email in the follow-up series is called the breakup email where you explicitly tell them that you won’t be reaching them any further. It is important that you mention this since a lot of prospects are busy or not desperate. So, they don’t bother replying till you tell them that they won’t be hearing from you again.
Here is one variant of the breakup email that we use for our insurance brokerage clients.
Subject: Last Attempt – Corporate Insurance Solutions
Dear [HR Director’s Name],
I’ve reached out a few times to discuss how we can help your company with corporate insurance, but I haven’t heard back. This will be my last attempt. If you’re interested, I’d love to schedule a brief meeting.
If not, no worries—just let me know either way so I don’t keep bothering you.
Best regards,
Anand Srinivasan
And here is an obligatory shorter version of the same breakup email:
Subject: Final Follow-Up – Corporate Insurance
Dear [HR Director’s Name],
I wanted to reach out one last time to see if you’re interested in discussing corporate insurance solutions. I’ve reached out a couple of times, and this will be my last follow-up. If you’d like to chat, let’s set up a quick meeting.
If not, I’d appreciate a quick reply to let me know.
Best,
Anand SrinivasanHow to maximize Insurance Brokerage lead generation
Email content is just one part of the puzzle. There are a lot of other things that you need to get right in order to get the highest quality leads. This includes ensuring high email deliverability, reaching the right decision-maker, and reaching them at the right time and day.
The best way to ensure you get the highest quality leads consistently is to find the right tools.
LeadJoint is a visitor identification system that analyzes your website traffic to see who’s visiting your website, what organization they belong to, and also the email address of the decision makers. This is a brilliant way to know who’s shopping for a product you offer and reach out to them at the right time.
Want to check out a demo. Email us at [email protected] or WhatsApp me at +971-588-037-490 to take this forward.