The Lost Clients Email is a single, automated message aimed at re-engaging clients whose policies have been canceled or whose renewal anniversaries have passed without renewal. This email serves as a gentle outreach, inviting clients to share feedback and offering them a clear path to reconnect with the brokerage.

Email Structure: Warm Reconnection Greeting: The email opens with a friendly message, acknowledging the lapse in coverage and expressing the brokerage’s interest in understanding the client’s experience. This welcoming tone reassures clients that their feedback matters, setting the stage for a constructive exchange.

Invitation to Provide Feedback: The main content of the email includes a prompt to complete a brief survey, where clients can share why they chose not to renew or why they left. A clear call-to-action (CTA) button leads directly to the survey, making it easy for clients to participate.

Reminder of Brokerage’s Commitment: The email briefly highlights the brokerage’s dedication to client satisfaction and continual improvement, reinforcing that any feedback provided will help the brokerage better serve its clients.

This Lost Clients Email keeps the tone positive and open-ended, focusing on learning from the client’s experience. The simple, direct approach provides valuable insights for the brokerage while gently encouraging clients to reconnect if they choose.