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Create your personal Email and Text templates to use in the LeadMaster system.

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Sample Email Templates

The Time is NOW

Open enrollment is here and NOW is the time to look at all the new plans for 2020.  Thanks to the government, EVERYONE now renews their health insurance plan January 1 of each year.  There are several of our major carriers (United, Humana, Aetna) that are no longer going to have plans on the marketplace.  We do have options this year that we haven't had before.  

Please respond to me with a couple of ideal days and times for you so that I can work you in to my schedule.  Time is limited and I am going to be very busy so make sure you do this ASAP!  My information is below as well. If you do not hear from me and want to contact me, please give me a call or shoot me a text or email.  I will get back with you as soon as I can.  Also, I am sure you know of a couple of other people in your circle of friends or family that may need help as well.  Feel free to share my info with them. I would be honored to help them on your behalf.

 

Last Attempt

This will be my last attempt at trying to reach you before the New Year. I have tried several times so we could make sure your health insurance is intact.   Get back with me as soon as possible so we can make sure you are set to go for 2020.  Even if you have decided to go another direction, let me know something so I don't waste your time or mine.  Thanks.

 

Insurance Help

I am an independent Health Insurance Broker and would like to help you with your search for health insurance.  I also provide services for life, dental, accident and critical illness insurance.  I am attempting to reach you to see if I may be of service to you.  Please respond to this email or send me a text or give me a call and let me know a good time to reach you so we can make sure your needs are met.  If in fact you do not need assistance, a reply is requested just the same.  I don't want to waste your time or mine.

Thank You and I look forward to hearing from you soon.

 

Trying Again

I am trying once again to reach you so that I may help you with your health insurance coverage.

There are some options available to you so please respond to this email and let me know a good time that we can talk.  I am a broker and search all the different options available and answer any questions you may have about your coverage.  I look forward to hearing from you.

 

Curious

I have tried to reach you via email, text, and phone and have been unable to reach you.  

Do you still need help with your health insurance?

I would love to be the one to help you so let me know when you are free to talk.

If you do not need help, contact me and let me know that so I don't bother you or waste my time.

  

I’ve Tried

I have tried a few times to contact you regarding you health insurance needs. I would love to be able to help you with your search and answer any questions you may have. Please let me know a good time to contact you so we can begin this process.

 

Final Push

Open enrollment ends January 31.  This is my final plea to see if I can assist you in getting coverage for 2020.  I need you to contact me so we can talk about your health insurance. 

 

Really Need to Talk

I have tried a couple of times to touch base with you and haven't been able to catch you.
I would like to talk with you about how I might be able to assist you in your health insurance search and answer any questions you may have.
Please let me know a good time to talk.

 

Please Respond

Please respond to me and let me know if you would like for me to continue to try and reach you about your health insurance coverage.

I am a broker and can search all the options and answer most questions you may have about your coverage.

 

Renewal

It is time to renew your health insurance policy.  Please let me know a good time we can talk so we can take care of this as soon as possible.

 

Why

Why haven't I heard from you?  Did I do something wrong?  Am I not calling at the right time?

I do my best to follow up with the people I have worked with  to make sure that we have gotten the coverage taken care of.

Please respond back to me and let me know if you want to continue with my help or if you are going in other directions.

 

Available

I am available this long weekend if you have some time to go over your health insurance options.  Just give me a call.  

 

Just Checking

Checking in with you to see if you are ready now to get your insurance policy started.  I promised to occasionally check in with you to get updated.  Please let me know where we stand.

  

Follow Up

Thanks for taking my call today. I understand you are not ready to move forward right now to get health insurance. I will follow up with you at the appropriate time so we can look at quotes and plans together.

Feel free to call me anytime if you have any questions.

 

Working

I'll be working all weekend after Thanksgiving Day.  We need to get your coverage locked in now so we make sure everything is good before the Dec. 15 deadline.  Don't wait because Dec. 15 will be crazy busy and the website will go down like it has in years past.  If you can't call today, make sure to make some time Friday, Saturday or Sunday to call me and get things set.  I look forward to hearing from you soon.

 

Deadline

The deadline to get a January 1 start date for major medical is December 15th.  There still is time to get your plan for 2020.  Call me now and don't wait until close to that time because I will be SUPER busy with those who have waited and the websites will be bombarded and will freeze as in years past.  I'll be available all weekend.

CALL TODAY!

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