Consistency wins
Most leads need several touches. A written cadence makes sure every lead gets them.
Build your follow-up plan
Get a day-by-day follow-up plan for every lead.
Pick the lead type and enter your agency and product. You get a schedule of calls and texts with messages ready to copy into your CRM.
Free tool
Follow-up cadence generator
Day 1
Within 1 minute
Text
Hi {first_name}, this is Jamie with Sunrise Insurance. Thanks for your request about health insurance. Is now a good time for a quick call? Reply STOP to opt out.
Day 1
Within 5 minutes
Call + voicemail
Day 1
Late afternoon
Call
Day 2
Morning
Text
Hi {first_name}, Jamie from Sunrise Insurance again. What matters most to you in a health insurance plan: price, doctors or coverage? Reply STOP to opt out.
Day 2
Early evening
Call
Day 3
Late morning
Call + voicemail
Day 5
Midday
Text
Hi {first_name}, I can go over your health insurance options in about 10 minutes. Would today or tomorrow work better? Reply STOP to opt out.
Day 5
Afternoon
Call
Day 7
Evening
Call + voicemail
Day 10
Midday
Text
Hi {first_name}, did you find the health insurance coverage you were looking for, or are you still comparing? Reply STOP to opt out.
Day 14
Midday
Text
Hi {first_name}, should I keep your info on file, or are you all set on health insurance? Either answer is fine. Reply STOP to opt out.
Stop the cadence as soon as the lead replies, books or opts out. Only text leads whose consent covers texts from your business, and keep every touch inside the lead's local quiet hours.
Mix channels
Calls catch people who can talk now; texts reach people who cannot.
Know when to stop
End the cadence on a reply, booking or opt-out, and move silent leads to slow nurture.
Frequently asked questions
How many follow-ups should I do?
Many agents make six to ten attempts over the first two weeks for new leads, then move to a slower nurture.
Should I call or text first?
Both, within minutes. The text gives the lead a way to reply when they cannot talk.
Can Text2Sale run this cadence automatically?
Yes. Texts run as sequences that stop on reply, and calls appear as due tasks in the dialer.
Related
The Insurance Lead Playbook
One follow-up tactic a week for agents who work leads.
Texting scripts, calling strategy, AI, deliverability and the numbers that matter. Short enough to read between calls.
Want Text2Sale to run this cadence for you?
Load the texts as a sequence that stops on reply, and let the dialer surface every call that is due.