For Life Insurance Agents ·
What you'll accomplish
Most agents follow up 2-3 times and stop. Most life insurance sales happen at touch 5-12. This guide closes that gap: complete follow-up sequences for your 3-4 most common prospect types, ready to load into your CRM, so every lead gets the full follow-through they need.
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 that establishes credibility
- Emails 2-4: Value-adding, education about why this matters NOW, not salesy
- Emails 5-7: Overcome common objections such as "too busy," "it's expensive," "I'll think about it"
- Emails 8-10: Final follow-up with a 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.