Quick Tip for Insurance Agents: Follow-Up Like a Pro

Most sales don’t happen on the first try, in fact, 80% of deals close after 5+ follow-ups. If you're only following up once or twice, you're leaving money on the table.

Here’s a simple follow-up flow you can automate:

Day 1 – Quick intro after the lead comes in. Keep it personal and helpful.
Day 3 – Gentle check-in: “Just wanted to make sure you saw my last message.”
Day 5 – Add value. Share a quick guide or answer a common question.
Day 7 – Invite them to a call or ask what they’re looking for.
Day 10 – Final nudge: “Still interested? Happy to help when you’re ready.”

Set this up once and let automation handle it while you focus on closing.

I used this back when I was a insurance agent, I'm now in the automation industry, but such tips are simple and are often forgotten. I know following up can look annoying, but does it really matter if it works, the important thing is that its proven to work.

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