Insurance quote follow up texts: 14 templates you can send today

This is {{agent}}, your licensed insurance agent. You asked for a quote, so I'm texting to say it's on its way. Tell me if you'd rather not get texts and I'll use email or phone instead.

When to send: Right after someone asks for a quote and agrees to texts.

Why it works: It names you, says why you are writing and leaves the exit open.

Thanks for your time, {{name}}. I just emailed your quote. Rates and coverage depend on your details, so tell me if anything looks off and I'll fix it with you.

When to send: The moment the quote leaves your inbox.

Why it works: It sets the right expectation: the quote is a starting point you adjust together.

Hi {{name}}, did the quote reach you okay? Email sometimes lands in spam. I can resend it here as a link if that's easier.

When to send: Two hours to a day after sending.

Why it works: A tech question is easy to answer and gets the chat moving again.

Would {{time}} suit you for ten minutes on the phone, {{name}}? I'll go through each line of the quote, what it covers and what it doesn't. Or I can type it all out here.

When to send: When they open the quote but have not replied.

Why it works: Two options, a short call or text, so nobody has to commit to a meeting.

Good question, {{name}}. I want to answer that properly, so give me a few minutes to read the policy wording. I'll text you back before the end of the day.

When to send: When they ask something you need to check.

Why it works: A slow right answer beats a quick guess about coverage.

Happy to help you compare, {{name}}. If you send me the other quote, I'll line up deductibles and limits side by side. A lower price sometimes means less cover, so let's check.

When to send: When they mention a competing offer.

Why it works: It welcomes the comparison and makes you the neutral guide.

Anything you'd like me to change on the quote, {{name}}? Higher deductible, different limits, a driver added. I can send a new version in a few minutes.

When to send: Two or three days after sending.

Why it works: It offers a concrete next step instead of asking if they have decided.

On the deductible, {{name}}: it's the part you pay first when you make a claim. A higher one can lower the premium, but you need to be comfortable paying it. Want to see both versions?

When to send: When a deductible question comes in.

Why it works: Plain words, then a small offer of two versions.

Before you decide, {{name}}, could you confirm the details I used? Address, drivers and how many miles you drive each year. If one is off, the quote changes.

When to send: When something in the quote may be wrong.

Why it works: It protects them from a bad surprise later.

A heads up, {{name}}: this quote is based on today's details and carrier rules can change. If you'd like to go ahead, tell me and I'll start the paperwork with you on {{date}}.

When to send: Near the end of the quote's valid period.

Why it works: It states a real fact without pressure.

Great, {{name}}. I'll send the application to sign now. Please read each page before you sign, and ask me about anything that isn't clear.

When to send: When they say yes.

Why it works: It keeps the focus on understanding before signing.

Thanks for letting me know, {{name}}. I'm glad you found something that works. If you ever want a second opinion on your cover, you know where to find me.

When to send: When they say they went elsewhere.

Why it works: A kind goodbye often brings a referral or a return later.

I haven't heard back, {{name}}, so I'll close your quote file for now. If you want to pick it up later, just text me and I'll update it with you.

When to send: After two follow ups with no reply.

Why it works: It ends politely and leaves the door open.

Thank you for considering me, {{name}}. Whatever you decide, I hope the right cover finds you. Send any question about insurance my way, no strings.

When to send: When they decline.

Why it works: It builds goodwill for later.