Quote Follow Up
Broker / Agent
End User
The Quote Closer Email is an effective follow-up message designed to encourage clients who have received a quote to take the final steps toward conversion. This email serves as a gentle reminder of the quote provided, along with a clear call-to-action that prompts the client to move forward with their decision. Email Structure: Friendly Quote Reminder: The email opens with a friendly message acknowledging the client’s interest and reminding them of the quote they recently received. This message reinforces the brokerage’s commitment to meeting their needs and expresses enthusiasm about the opportunity to work together.
Brief Summary of the Quoted Offer: To ensure clarity and keep the offer top of mind, the email includes a brief overview of the quoted services or policy details. This recap helps the client easily recall the offer’s main benefits and value.
Highlight of Key Benefits and Value: The next section emphasizes the unique benefits of the quoted offer, such as comprehensive coverage, competitive pricing, or outstanding customer support. This gentle reminder reinforces the reasons why the offer is well-suited to the client’s needs and encourages them to take the next step.
Clear Call-to-Action (CTA): A strong, clear CTA invites the client to take action, whether it’s by contacting their broker to finalize details, scheduling a consultation, or clicking a link to proceed with the purchase. The CTA is designed to be straightforward and easy, removing any barriers to conversion. Closing with Availability for Questions: The email closes with an open offer for assistance, encouraging the client to reach out if they have any questions or need further clarification.
This final touch reinforces the brokerage’s availability and eagerness to support the client through the process. This Quote Closer Email keeps quoted clients engaged by reminding them of the value of the offer, prompting them to take action, and leaving the door open for questions, ultimately increasing the likelihood of conversion. One or more emails in the sequence.