Can a simple life insurance prospecting letter generate a flood of leads for your agency? The short answer is no. But you may be able to generate a few new clients from a letter if it’s sent to the right list.
There’s an old saying (I’m paraphrasing), ‘I don’t know one way to get 100 new clients in the door. But I do know ten ways to get one’.
Combine a direct mail with your other online and offline marketing strategies and you will get a steady trickle of prospects.
If you have a list of clients who know you or if you are fortunate to have permission to mail to another professionals list (CPA, Financial Planner, Broker etc), then a modeling and mailing letter like this may help you generate life insurance leads.
Life Insurance Prospecting Letter Sample #1.
June 13, 2024
Recipients street address
City, State, Zip
Dear Recipients Name,
No one knows what the future holds.
If something happened to you today, do you have enough insurance to cover your mortgage, your child’s college education and all of your expenses?
All of our lives are constantly changing. Each change can affect our financial situation and our insurance needs. There are people that depend on you. Life insurance coverage is one investment you can make now to protect your family’s assets and their future financial stability.
I can help you determine what makes sense today in one, short phone call. I will follow up with you soon. My goal is to protect each and every one of my clients with a tailor-made policy that perfectly suits their current needs. Life insurance can’t replace you but it can give your family they money they will need.
I think you and your loved ones deserve the peace of mind good coverage can afford.
City, State ZIP
Website | Email
Phone | Fax
Term Life Insurance Lead Generation Letter Sample #2.
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Because life is so uncertain, why not call us right now. Your loved ones will be glad you did.
I remember when I was selling life insurance. The Internet was just starting to become a ‘thing’, and our agency was using direct mail to generate leads. Fortunately I didn’t have to cold prospect for leads and simply answered the phone after they dropped mail.
Those days are long over. Now people go online and fill out a form to get a life insurance quote.
It’s simply easier and less threatening to market yourself as someone who can help people pay less taxes, build wealth, and protect your assets.
The other option is to become a multi lines insurance producer and build your book of property casualty business and then sell life insurance on the back end.