Insurance follow up texts when they don't reply: 14 templates

Just checking in, {{name}}. Is this still something you'd like to look at? A yes, no or not now is all I need.

When to send: Two to three days after no reply.

Why it works: Three options lower the effort of answering.

My last message may have been buried, {{name}}. In short: I have your information ready and can answer questions whenever you like.

When to send: Three days after a message.

Why it works: It blames the inbox, not the person.

I haven't reached you by text, {{name}}, so I'll try a call this week. If email is better for you, tell me and I'll switch.

When to send: Before a call attempt.

Why it works: It gives them control over how you reach them.

One tip while you decide, {{name}}: check that the deductible on any quote is an amount you could pay tomorrow. It helps to choose the right policy.

When to send: A week after silence.

Why it works: Value, not a nudge.

What would make this easier for you, {{name}}? More time, a simpler explanation, a comparison. Tell me and I'll do that.

When to send: Ten days after silence.

Why it works: It asks about their obstacle instead of repeating the pitch.

Is this a busy time, {{name}}? If you'd like me to check back in a few weeks, give me a date and I'll write then.

When to send: When silence continues.

Why it works: It gives a graceful way to say later.

Should I resend the information, {{name}}? Here it is again: {{link}}. Take a look whenever it suits you.

When to send: If the first message may have been missed.

Why it works: A link removes the work of searching.

Your current policy ends on {{date}}, {{name}}, so I wanted to mention it in case you need cover to continue. No need to reply if you've got it sorted.

When to send: If a real end date is coming.

Why it works: A true date explains the timing.

A short call could save a lot of texting, {{name}}. I'm free at {{time}} today or tomorrow. Would either work?

When to send: After two unanswered texts.

Why it works: A call offer with two times.

I haven't heard back, {{name}}, so I'll stop writing now. If you ever want to look at this again, text me and we'll start fresh.

When to send: After the final follow up.

Why it works: The graceful end often brings a reply.

I'm closing your quote file, {{name}}. Nothing is lost, and I can reopen it with updated numbers any time.

When to send: When you close a file.

Why it works: It names the action and the way back.

It's been a while since we talked, {{name}}. If your situation has changed, I'd be happy to look at your cover. If not, ignore this.

When to send: For a client with no contact in a year.

Why it works: An easy out keeps goodwill.

Good to hear from you, {{name}}. No worries about the delay. Where would you like to pick up?

When to send: When someone replies after a long wait.

Why it works: Warmth beats a scolding.

Understood, {{name}}. I've taken you off my text list. If you ever need help with insurance, you can call me.

When to send: When someone replies stop.

Why it works: Quick compliance, kind tone.