Life Insurance Sales Email Templates

6 Life Insurance Sales Email Templates

What's Inside

    Personalized emails have 2X higher response rates

    Quickly create & share personalized videos/images in your sales emails with Videoform.


    According to recent reports, there is one life insurance agent for every 1,234 people in the US. Breaking into the life insurance industry is not an easy thing. The difficulties of facing a new life and bringing a new lead to a company can be challenging.

    To make selling life insurance easier, our templates are so easy to work with! Just plugin your information and you get an instant email template for any occasion.

    You can even use it on a different day than the one advertised by changing a few things.  And don't worry about formatting too much - We have everything taken care of under the hood!

    Why Use Insurance Sales Email Templates?

    When it comes to prospecting, email is one of the best ways to connect with customers. 

    Recently, I found that 80% of clients leave an insurance agent due to lack of communication.

    That’s why I've put together some of the best email templates for your benefit. Life insurance sales templates are used to make selling life insurances more efficient.

    The insurance sales email template saves time. You can create a template in minutes and then use it repeatedly with little to no hassle or input from you.  They'll look great on your prospects' inboxes. Put some thought into the subject line for maximum impact! 

    Best Subject Lines for Insurance Emails

    1. Insurance is cheaper than you think
    2. Getting the best life insurance to protect your family
    3. Are you as healthy as you think?
    4. Are you ready for retirement?

    No-nonsense, simple subject lines

    Being clear and concise in subject lines is always an asset. Subject lines are the first point of contact with your customer, so they need to be perfect. Here is an example:

    "Are you still interested in our services?"

    This subject line should get their attention and make them want to read more. It can also show that you're following up on something which is already discussed.

    Email Subject Lines with Numbers

    If you incorporate numbers into your email subject line, it attracts attention.

    Our brains are quickly drawn to digits. What's the point of this? Well, recipients are more likely to open emails that have numbers in them. 

    In fact, according to a study reported by The Economist, out of 1000 messages sent, only 53% were opened with a  response rate of 26%.

    "Happy Sales #45987"

    5 Life Insurance Sales Email Templates

    1) Customer Requested a Quote

    Hi John,

    I hope you're doing well. I wanted to follow up about the quote for X Company that we talked about last week. 

    I'm going on vacation next month, so please don't hesitate to call me or email me if there's anything urgent.

    Otherwise, just let me know when it would be a good time for us to talk.

    I'll give you my availability dates over the coming weeks in this email.

    My contact information is mentioned below:

    Best regards, 
    John Smith CEO & Founder 
    Phone number(s)

    2) Encouraging Future Purchases (Gratitude to Customer)

    Dear valued client,

    As the proud owner of Life Insurance Company XYZ, I would like to take this opportunity to thank you.

    As a token of my gratitude, I've given you a $500 coupon that can be used when making any future purchases with us. 

    Please reach out if you have any questions about how it may apply to your account or how best to use it.

    Best Regards

    3) Relationship Building (Policy Update Announcement)

    Hi John,

    Good news, we have an update for all our policyholders.

    As of April 26, 2021, our insurance policies have been revised.

    It is updated with the following changes: We've added additional coverage for New York City residents in disaster zones.

    If you reside in a disaster zone, please contact us.

    We are ready to answer any questions regarding the policy status or other needs.

    Best Regards

    4) Building Rapport with a New Client

    Welcome, John! 

    We're glad to have you on board. Here are some guidelines for getting started: 

    - Get a handle on your policy's details by reviewing the coverage options online. It is available in our customer portal or contact us at 1 800 123456 if you need help with anything.

    - I'll be sure to stay in touch as we get more acquainted. I will let you know about any changes along the way that might affect how insurance products work.

    Please give me a call anytime if you have any queries regarding the life insurance plans.


    Alternative Version

    Hi Jane, I hope you're settling in your new place and the kids are adjusting well to their new schools. 

    I wanted to give you a call today about our insurance options.

    Our goal is always to work with clients like yourself because we know how important it is for families just starting in life. That's why our life insurance plans include:

    - A personal claims representative who will handle any issues that arise - 24/hour customer service coverage
    - A free comprehensive review every three years (to make sure things haven't changed).
    - And discounts on home and auto policies as soon as they're eligible. 

    This is to ensure there won't be any surprises when rates change. 

    Please give me a call if you have any queries regarding the life insurance plans.


    5) Insurance Policy up for Renewal

    Hey John!

    It's time to renew your life insurance. What better day than a cold winter evening? Get started by filling out the applications before deadlines roll around next week.

    We'll take care of everything for you once we know what type of coverage best suits your needs.

    Our options include the Term-life death benefit option or whole life policy rider.

    The latter guarantees cash value accumulation over time until it reaches its ultimate goal. You can't beat these benefits nor the prices! 

    Give me a call if you have queries about how this could work for you.

    Like always, give feedback on anything I've written here too by replying below :)


    Simpler & Shorter Alternative for Insurance Renewal Email

    Hey Jane!

    I hope all is well. I wanted to check and see if you reviewed our policy renewal information for life insurance?

    If not, please let me know! As always, thank you so much for your time, and we look forward to hearing from you soon.


    6) Client Turning 65

    Hello John!

    The day you've been eagerly waiting for is finally here! It's time to celebrate your 65th birthday!

    I hope you're doing well and that the year ahead will be a great one. I wanted to remind you about your life insurance policy with our company. 

    We appreciate all our customers. But we know how important it is for seniors like you to have coverage in place when they turn 65 years old!

    We want to get back in touch before too much time goes by to help ensure that nobody has any regrets later on down the line. If there's anything else we can do for you today, please reach out anytime.

    One last thing: Your birthday offer ends tomorrow, so don't miss out on these discounts.

    Best Regards


    Take these life insurance sales email templates and make them yours today.

    Short emails are designed to bring the highest success rate. It is especially useful when you can't expect everyone to read a long email. 

    Personalized emails have 2X higher response rates

    Quickly create & share personalized videos/images in your sales emails with Videoform.