SETTING OUTREACH GOALS
Define short-term, mid-term, and long-term goals
Short-term goals are typically those you aim to achieve within days or weeks, such as booking five new consultations or sending out ten cold emails this week. Mid-term goals span a few months and might include building a referral network or hitting a specific policy sales target. Long-term goals look further ahead usually six months to several years—and could involve expanding your client base, earning industry certifications, or opening your own agency branch.
Importance of setting SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals
Setting SMART goals ensures that your efforts are focused, trackable, and realistic. By making your objectives Specific, Measurable, Achievable, Relevant, and Time-bound, you give yourself a clear roadmap and reduce the chance of wasted energy or vague direction.
HOMEOWNER EMAIL
Subject:
Helping Homeowners in [ZIP Code] Save on Insurance
Body:
Hey [First Name],
I work with homeowners in [ZIP Code] every day and I’d love to help you lock in quality coverage without overpaying. Many of my clients save hundreds annually by customizing their policy to what they actually need.
If you're open to it, I can send you a free quote or even review your current coverage for opportunities to save.
Want to see what’s possible?
Best, [Your Name] [Your Info]
RENTERS EMAIL TEMPLATE 3
Subject: A Quick Thought: What If You Lost It All Tomorrow?
Body:
Hi [First Name],
This isn’t meant to scare you, but... what would you do if your apartment caught fire or someone broke in while you were away?
Renter’s insurance is one of the easiest ways to protect your clothes, electronics, furniture, and more and it’s more affordable than most people think.
Want a quote to see how it works?
All the best, [Your Name]
CONCLUSION AND ADDITIONAL RESOURCES
Recap of key points from the guide
This guide provides 20 expertly written cold email templates for insurance agents targeting new homeowners and renters.
Each email is crafted to build trust, highlight value, and drive conversations that convert into clients. Whether you're just starting outreach or refining your email s
