Dear Insurance Agent,

As an insurance agent, your current clients are your most valuable asset. These individuals already know, like, and trust you, making them the perfect audience for additional services and consistent follow-ups. By nurturing these relationships, you can increase retention, create new sales opportunities, and build a reputation as their go-to advisor for all their insurance needs.

Today, I’m sharing a simple yet powerful game plan to help you maximize your current client base. Each step is easy to implement in Agent CRM, even if you’re just starting out. Let’s dive in!

Step 1: Launch a Cross-Sell Campaign

Many clients might not even know you offer services beyond their initial purchase. Let’s change that!

Objective:

Introduce your health insurance offerings to your current life insurance clients.

Steps to Take:

1. Send an Email Series:
   Craft an email that apologizes for not mentioning health insurance earlier and introduces it as a new service.

   Example Template:
   Subject Line: Did I Miss Something?
   Hi [Client’s First Name],
   I realized I may have missed sharing something important during our last conversation! In addition to life insurance, I also offer health insurance to help protect you and your loved ones.
   If you’d like to schedule a free policy review to see how I can help, click the link below to pick a time that works for you.
   [Schedule Your Free Policy Review]

2. Call Clients:
   Use this simple call script:
   “Hi [Client’s Name], this is [Your Name]. I wanted to follow up on your life insurance policy. I realized we didn’t talk about health insurance options during our last conversation, and I’d love to help you review your current plan. Are you available to chat this week?”

3. Set Up a Workflow in Agent CRM:
   Automate the email and text follow-ups using the cross-sell workflow. Tag clients as “current” and create a trigger to send these communications.

Step 2: Power Dialer Campaign

Take personal outreach to the next level with focused calls.

Objective:

Reconnect with your clients and offer them personalized support.

Steps to Take:

1. Use Agent CRM’s Power Dialer to streamline your call process.
2. Focus on relationship-building, not just sales. Leave this voicemail if they don’t answer:
   “Hi [Client’s Name], this is [Your Name]. I wanted to offer you a free review of your current policy to ensure it’s the best fit for you and your family. Please call me back at [Your Phone Number], or click the link I sent you in an email to schedule a time to chat. I look forward to connecting with you!”

Step 3: Nurturing Email Sequence

Stay top-of-mind with your clients year-round.

Objective:

Educate and build trust with your clients through consistent communication.

Steps to Take:

1. Write 12 monthly emails with helpful tips about life and health insurance. For example:
   • “3 Simple Ways to Save on Health Insurance”
   • “Why Annual Policy Reviews Are Critical”
2. Include a soft call to action in every email, such as:
   “If you’d like to discuss this further, feel free to schedule a time with me [link].”
3. Automate email sending through Agent CRM’s email builder.

Step 4: Retargeting Campaign

Keep your name and services fresh in your clients’ minds.

Objective:

Run a $3/day Facebook campaign to re-engage your client base.

Steps to Take:

1. Record a 15-second video using this script:
   “Hi, I’m [Your Name], a local insurance agent that can help you with your life and health insurance needs. I’m offering a free policy review this month, and I’d love to help you! Please click the link below to schedule a time that works for your schedule.”
2. Upload your client email list to Facebook and create a custom audience.
3. Run the campaign, linking the ad directly to your scheduling page.

Step 5: Birthday and Annual Review Outreach

Make your clients feel valued with thoughtful touchpoints.

Objective:

Strengthen relationships with personalized outreach.

Steps to Take:

1. Automate birthday emails or texts:
   “Happy Birthday, [Client’s Name]! I hope you have a wonderful day. If there’s anything I can help you with this year, feel free to reach out!”
2. Schedule annual reviews to discuss policy updates or additional needs.

LET’S GOOOOOOOOO

By following these steps, you’ll build stronger relationships with your clients, increase retention, and create new opportunities for cross-selling.

Agent CRM makes it easy to automate and manage these actions, so you can focus on what matters most: serving your clients and growing your business.

Take the first step today and set up your cross-sell campaign.

Let’s make it happen,
Alex Branning
Agent CRM