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Agency & ServicesIntermediate3-step sequence

The Commercial Insurance Pitch

Business owners hate thinking about insurance. They auto-renew every year because switching is painful. To win their policy, you must offer a frictionless "blind audit" to prove they are overpaying.

The Template

Template Variables

{{policyType}}The specific insurance policy

Example: "Cyber Liability"

{{marketTrend}}A reason rates are going up

Example: "carriers hiking rates by 20% due to ransomware claims"

Tactical Note: Email 1: The Renewal Hook. You anticipate their renewal date and warn them about an impending rate hike. The CTA is a frictionless "blind audit."

Subject Line

your {{policyType}} renewal

Email Body

Hi {{firstName}}, I noticed you are in the middle of Q3, which means your {{policyType}} policy is likely coming up for renewal soon. Right now, we are seeing {{marketTrend}}, which means your incumbent broker is probably going to hand you a massive rate hike. We run a commercial brokerage that specializes in your exact industry. Are you opposed to me sending over a secure link where you can drop your current declaration page for a quick blind audit?
#insurance#sales#b2b#agency

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