Rekindle my listEvery quote you lost is up for renewal somewhere else.
The family you quoted eighteen months ago bound with someone else and has had a renewal since. They bought a car. They added a driver. They have not heard from you. Your past clients are the same story with a different name on the policy.
Three groups, all of them already yours.
Quotes that never bound
Priced, compared, lost by a little. Their renewal is a real reason to ask again.
Past clients with a life change
A new car, a new home, a business, a teenager. Each one is a review.
Single-policy clients
Auto with you, home with someone else. The review that bundles them.
When: Thirty to sixty days before the renewal date you quoted against, and once a year for every client.
In your name, about their job, with one easy question.
This is the opener our insurance playbook starts from, and the follow-up two days later. Yours gets your name, your crew, and your words.
Opens with the quote or the policy, in your name, with no coverage details in the text.
Never quotes a premium, a coverage or a claim outcome.
Books a review with an agent.
Sends a claim question to the agent right away with the thread.
Bramble Insurance Group
Hi Linda, it's Renee at Bramble Insurance Group. Renewal is the one time a year a review can actually change your rate. Has anything changed since we last talked, a car, a home, a new driver?
2 days later
Linda, Renee at Bramble Insurance Group again. A 15-minute review with an agent often turns up a gap or a discount nobody knew about. Want me to set one before your renewal?
Example messages. The names are made up.
What a insurance list is usually worth.
Illustrative starting numbers, the same ones our calculator uses for insurance. Swap in yours and it recalculates.
Your insurance list is still warm. Let's find out how warm.
Fifteen minutes. Bring a rough count of your list and your average job, and we'll show you what it could be worth and how we'd run it.
No pressure. No obligation.