Email outreach and CRM for insurance brokers
Commercial insurance is bought on a calendar: most owners only think about it near renewal. A steady, polite routine that reaches the right businesses before that date beats chasing them after.
Who you're usually writing to
Owners of trades, restaurants, clinics, retail shops and small manufacturers who renew a business policy every year.
Sound familiar?
- Renewal dates live in a spreadsheet nobody opens until it's too late.
- Quotes go out and then nobody follows up.
- Generic mass emails get ignored by owners who already have a broker.
An outreach routine that works for insurance brokers
Ask about the renewal month
A first email that asks when their policy renews, and offers a second quote a month before, is easy to answer and doesn't ask them to switch today.
Speak to one kind of business
Write separate short sequences for contractors, restaurants and clinics. Each has its own risks, and owners notice when you know them.
Put renewals in the pipeline
Add the renewal month to the deal so the follow-up happens when it matters, not when you remember.
Example first email
An example to adapt, not a script. Words in {{double braces}} are filled in for each contact, with the fallback after the bar.
Subject: {{company | Your}} insurance renewal
Hi {{first_name | there}},
I'm a commercial insurance broker here in town and work mostly with businesses like {{company | yours}}.
When does your business policy usually renew? If you'd like, I can put a comparison quote together a month before, so you have something to check your current price against. No obligation to switch.
Would that be useful?Follow-up, a few days later
Hi {{first_name | there}}, just checking in on this. If you tell me the renewal month, I'll set a reminder and reach out a few weeks before.
Tips
- Only email business addresses that are published or given to you, and keep the message about their business insurance.
- Send fewer, better emails: twenty well-chosen businesses a day is plenty.
- Log every quote as a deal with its renewal date so nothing expires quietly.
How Montegra Reach fits in
Keep your contacts in one place, send short sequences from your own mailbox at sensible hours, see every reply in one inbox and move deals through a simple pipeline. The AI can draft emails and replies from a sentence, using only what you tell it about your business. $0 for 30 days, then from $49 CAD a month.
Start freeGuides
- How to write a cold email people actually reply to
- How many follow-up emails to send (and when)
- CASL and cold email in Canada: a plain-language guide
- CAN-SPAM checklist for B2B email