AI Prompts for Insurance Referral Requests

Write a thank-you and referral request email to a new insurance client who just bound their homeowners and auto bundle policy. Key points: - Thank them for choosing [Your Agency] - Mention the specific savings they're getting: $520/year compared to their previous coverage - Naturally transition to a referral ask: "If you know anyone who might benefit from a similar review..." - Make it easy — suggest they simply reply with a name and email, or forward this email - Offer a small incentive if applicable: $25 gift card for every referred friend who gets a quote Requirements: - Under 120 words, genuine and grateful - The referral ask should feel natural, not forced - Sign off as [Your Name]

Write a follow-up email after completing an annual insurance review with a long-term client. Context: The client has been with us for 3 years. During the review, we found them an additional $280/year in savings by adjusting deductibles and adding a multi-policy discount. Key points: - Summarize what we accomplished in the review - Express appreciation for their continued trust - Ask if they know family members, neighbors, or coworkers who might benefit from a similar review - Make it specific: "Who's the one person you know who's been complaining about their insurance rates?" Requirements: - Under 130 words, warm and personal - Sign off as [Your Name]

Write a follow-up email after successfully helping a client through a homeowners water damage claim that has been resolved. Key points: - Check in on how they're doing after the claim - Mention the specific outcome: claim paid in full, $12,000 for repairs, resolved in 3 weeks - Express that being there for clients during difficult times is why you do this - Gentle referral ask: "If anyone in your circle ever needs an agent who will truly advocate for them during a claim, I'd be honored to help" - Optionally ask for a Google review or testimonial Requirements: - Under 130 words, empathetic and professional - Do NOT make the referral ask the focus — the focus is genuine follow-up - Sign off as [Your Name]

Write a short email asking a happy insurance client for a Google review. Context: The client recently saved $600/year by bundling their home and auto through us. Key points: - Reference the positive experience specifically - Explain that reviews help other people find a trustworthy agent - Include the direct Google review link: [Your Google Review URL] - Make it as easy as possible — "It only takes 60 seconds" - Thank them regardless of whether they leave a review Requirements: - Under 80 words, brief and appreciative - Sign off as [Your Name]

Write a follow-up email to a real estate agent referral partner after they sent me a client referral. Context: They referred a homebuyer who needed homeowners insurance for closing. I provided a same-day quote and the client bound coverage. Key points: - Thank them for the referral - Update them that the client is taken care of (without sharing private details) - Reinforce the partnership — I'm always available for their clients - Mention typical turnaround: same-day quotes, coverage bound within 24 hours - Ask if they have any other clients who need insurance before closing Requirements: - Under 100 words, professional and grateful - Sign off as [Your Name]

Write an email asking a long-term insurance client for a written testimonial I can use on my website and marketing materials. Context: Client [Client Name] has been with me for 5 years and I've helped them through 2 claims and saved them over $3,000 total. Key points: - Express how much I value our relationship - Explain why testimonials matter — they help other people find an agent they can trust - Make it EASY — provide 3 starter questions they can answer in 2-3 sentences each: 1. What was your experience working with [Agent Name]? 2. How did [Agent Name] help you with your insurance needs? 3. Would you recommend [Agent Name] to others? Why? - Offer to write a draft based on our conversations that they can approve/edit Requirements: - Under 120 words, genuine and appreciative - Sign off as [Your Name]