For Life Insurance Agents ·
What you'll accomplish
By the end of this guide, you'll have complete email follow-up sequences for your 3–4 most common prospect types — ready to copy into your email system or CRM. Most agents follow up 2–3 times and give up. Studies consistently show most life insurance sales happen at touch 5–12. This guide closes that gap.
What you'll need
Before generating sequences, identify your main prospect types:
Pick whichever 3 scenarios describe your leads most. You'll build one sequence for each.
Open ChatGPT and paste this prompt (customize for your first scenario):
I'm a life insurance agent. Write a 10-email follow-up sequence for [prospect type — e.g., "someone who requested a term life quote online but hasn't responded"].
Requirements:
- Email 1: Immediate response — warm intro, establish credibility
- Emails 2-4: Value-adding — education about why this matters NOW, not salesy
- Emails 5-7: Overcome common objections — "too busy," "it's expensive," "I'll think about it"
- Emails 8-10: Final follow-up — polite closure that leaves the door open
- Each email: Under 150 words
- Tone: Warm, professional, genuine — not pushy
- Sign each: [Name], Life Insurance Advisor
Add subject line suggestions for each email.
ChatGPT will produce 10 complete emails with subject lines. Review for:
For each approved email, create a template in Gmail (Settings → Templates) or save in a Google Doc. Label each one "Sequence A - Email 1," "Sequence A - Email 2," etc.
Repeat Steps 2–4 for your other scenarios. Each takes about 5 minutes to generate, 15 minutes to review.
Complete email sequence:
Write a 10-email follow-up sequence for [prospect type]. Sequence structure: [briefly describe arc — first touch, value adds, objection handling, close/goodbye]. Each email under 150 words. Include subject lines. Tone: warm, professional, not pushy. Sign as [Name].
Single follow-up email:
Write a follow-up email for a life insurance prospect who [situation — "said they'd think about it," "went cold after quote," "no-showed a second appointment"]. Under 120 words. Not pushy — add one new reason to act or one helpful thought.
Referral follow-up sequence:
Write a 5-email follow-up sequence for a referred prospect — someone whose friend/colleague told them to call me. Email 1 leads with the referral connection. Emails 2-5 build trust and value. Under 100 words each. Include subject lines.
Post-"I'll think about it" sequence:
Write a 6-email nurture sequence for a prospect who said "I'll think about it" after seeing a life insurance presentation. Goal: gentle follow-up that adds value and keeps me top of mind without being annoying. Include subject lines.