Sequences
Automated multi-step follow-up campaigns over SMS and email. Each sequence sends on a schedule until the lead replies.
Auto Policy Re-Engagement
Active3 steps · runs over 7 days
“Hi {first_name}, I noticed it's been a while since we reviewed your auto coverage. Would you be open to a quick check-up to make sure you're getting the best rate?”
“Just checking in, {first_name}. I've been able to save most clients 15-20% by re-shopping their policies. Want me to run some numbers for you?”
“Last chance to lock in these rates, {first_name}. I have a few appointment slots open this week if you'd like to review your options. No pressure either way!”
Home + Bundle Cross-Sell
Active4 steps · runs over 10 days
“Hi {first_name}! Did you know bundling your home and auto could save you up to 25%? I'd love to run a quick comparison for you.”
“Hey {first_name}, just following up. I pulled some numbers and there might be some real savings here. Want me to send over what I found?”
“{first_name}, I have a few minutes this week to walk you through the bundle options. Would a quick 10-minute call work?”
“No worries if the timing isn't right, {first_name}. I'll be here whenever you're ready to review your coverage. Feel free to reach out anytime!”
Commercial Policy Outreach
Paused3 steps · runs over 8 days
“Hi {first_name}, I specialize in commercial coverage for small businesses in the area. I'd love to review your current policy and see if we can improve your coverage or save you money.”
“Hey {first_name}, just wanted to follow up. Many business owners I work with are surprised by gaps in their coverage. Would you be open to a quick review?”
“{first_name}, I put together a quick checklist of coverage gaps I commonly see in businesses like yours. Want me to send it over?”
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