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The Insurance Quote Email Template Used by a Lifetime President's Club Member [+ Free Email Templates]

The Insurance Quote Email Template Used by a Lifetime President's Club Member [+ Free Email Templates]

When was the last time you checked your email? Chances are, it’s not been too long—one study shows that 82% of people check their email at least daily (with 11% checking more than 15 times a day!)

Even more importantly, research shows that every $1 businesses spend on email marketing generates, on average, $38 in revenue, and that the average ROI of an email is significantly higher than any other marketing channel. (To give you an idea, the next best channel—direct mail—generates about $12.50 for every $1 spent.)

Your prospects are checking, connecting, and buying products through their email, so it’s worthwhile to craft an effective insurance email campaign. (Tweet this!) And if you’re currently not using insurance email marketing campaigns at all to grow your business, now is a great time to start! (It's not as hard as you think.) In this article we'll share the reasons why you should be using email templates, and give you a free one to get started.

Why use templates for insurance email marketing?

The stat above shows how frequently people check their emails in normal times, but in the midst of the current global pandemic (when people are even more reliant on email and the internet) , we can assume that number has increased. Similarly, COVID-19 has transformed the way insurance agencies must do business.

Now, with virtually no face-to-face contact, it’s even more crucial to consider the ways in which you communicate with potential customers. In addition to calling, you should also be emailing and text messaging if possible. You can optimize your insurance email campaigns by using proven templates. Why use a template?

  • It’s quick. Create insurance email campaign templates once and you’re done. It’s that easy—just copy and paste your templates (and customize as needed) for all your customers.
  • It saves time. You don’t have to reinvent the wheel (er, rewrite the email) every time you need to send a quote or other type of correspondence to a prospect or customer.
  • It’s consistent. Using templates in your auto, P&C, and life insurance email marketing ensures you and your producers are using uniform language and representing your brand the way you want it to be represented.
  • It’s scalable. Again, just plug and play for each and every single quote or correspondence type you need to send.

A Free Template To Use In Your Marketing

With that in mind, we thought you might appreciate seeing a real email template used by one of the top P&C agents in the country—Perry Olson. Perry is a State Farm Lifetime President’s Club Member, a multiple-time Million Dollar Round Table Member, and in 2017, he became one of the first agents to qualify for Trophy (top 10 with State Farm) in both of his offices in the same year (a feat which he repeated in 2018). Perry’s entire team uses the below email template when they send a quote—you can use and modify it for your own customers. Just be sure that when you use it, you’re customizing the fields to fit your agency and your audience.

Subject: [Carrier Name] Insurance Quote [Premium amount]/month

Hi [First Name],

I received information that you are interested in an auto insurance quote for your [Year & Vehicle]. With the information you’ve provided, I was able to run you a competitive quote. I’ll give you a call on the phone number you’ve provided me with to discuss these prices later today. The quote includes the following prices and discounts:

Monthly Insurance Payment
[$ monthly premium amount goes here] Per Month*

*This price includes the cost of renter’s insurance, which is giving you a MULTIPLE LINE DISCOUNT on your Auto Insurance Quote.

** These coverage levels can easily be increased or decreased at your request.

The coverages quoted are:

[Year & Vehicle]

  • Bodily Injury Liability – [$50k / $100k]
  • Property Damage Liability – [$50k]
  • Comprehensive Deductibles – [$500]
  • Collision Deductible – [$500]
  • Medical Payments – [$5k] (Optional)
  • Uninsured Motorist – [$25k / $25k] (Optional)
  • Emergency Roadside Coverage – [INCLUDED] (Optional)
  • Rental Vehicle Reimbursement – [80% per day up to $1,000] – INCLUDED (Optional)


  • Personal Property – [$25,000]
  • Personal Liability – [$100,000]
  • Deductible – [$500]

The renter’s insurance mentioned above covers [$25,000] of personal belongings inside your home in the event of a fire, robbery or vandalism. Your “personal belongings” include furniture, clothing, electronics, etc.

Thank you for your time and please let me know if you have any other questions!

[Your Name]

How do you know these templates and email marketing will work?

This is a great question—using a template doesn’t matter if the template doesn’t work. We know the template above works because, at EverQuote, we’ve seen the results from agents who follow these processes. When used consistently, templates like the one above are boons for your agents’ and producers’ productivity.

And the best news? We have seven more templates for home, life, and auto insurance you can access for free! They’ll save you money, promote consistent messaging, and, most importantly, help you use email marketing to its full potential so you can bind more policies. Just click the image below to get started.

Get The Templates: 7 Insurance Email Templates You Can Start Using Today

Topics: Insurance Sales, Featured

About the Author Dennis Miller, Marketing Manager

Picture of Dennis Miller, Marketing Manager

Dennis is currently the Marketing Manager for EverQuote's Agency business. He has been with the company since early 2017, but has worked in the tech space for nearly a decade. Dennis holds a BA from Vassar College and produces music in his free time.

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