Writing follow-up texts that insurance leads answer
· 5 min read
A good follow-up text reads like it came from a person at a real agency, asks for one thing, and is easy to answer. Here's how to write them, with examples.
What the first text needs
- Your name and your agency's name.
- What they asked for, so they remember.
- One simple question.
- How to opt out.
Hi Marcus, it's Avery at Northwind Insurance. Thanks for asking about auto insurance today. What's a good time for a quick call to go over your quote? Reply STOP to opt out.
Keep it short and answerable
One or two sentences. Ask a question that takes a few words to answer, such as a time, a yes or no, or a choice between two options. Long texts with several questions tend to get no answer at all.
Hi Marcus, your auto quote is ready. Would a call at 4 PM or tomorrow morning work better?
Follow up on a schedule
Decide the schedule once and let it run: for example, a text right after a missed first call, another the next day, and a last one a few days later. Stop as soon as they answer, opt out or tell you they've bought elsewhere.
Hi Marcus, just checking back on your auto quote. Still interested, or should I close it out for now?
Timing and courtesy
- Text during reasonable hours in the customer's time zone.
- Don't send attachments or links in the first message.
- Answer replies quickly. A text conversation goes cold faster than a voicemail.
Texting rules depend on the consent you have from each lead. Check with your compliance advisor about your lead sources.
Insurance CRM sends follow-up texts from your agency number on a workflow schedule, with STOP replies and quiet hours handled.