Free resource

30 insurance follow-up texts that sound like a person

Ready-to-send texts for every stage of a lead: first contact, missed calls, aged leads, quotes, appointments and clients. Each one names your agency, asks one easy question and includes opt-out language. Swap in your details where you see {first}, {agent}, {agency}, {product} and {time}.

New lead: first contact

Within a minute of the lead arriving

  1. Hi {first}, this is {agent} with {agency}. Thanks for your {product} request. Is now a good time for a quick call? Reply STOP to opt out.
  2. Hi {first}, {agent} here from {agency}. I got your {product} request. Would today or tomorrow be better for a 10-minute call? Reply STOP to opt out.
  3. Hi {first}, it's {agent} with {agency}. Happy to help with {product}. What's the best time to reach you? Reply STOP to opt out.
  4. Hi {first}, this is {agent} at {agency}. I can go over your {product} options by phone or text. Which do you prefer? Reply STOP to opt out.
  5. Hi {first}, {agent} with {agency}. Quick question before I call: is the {product} coverage for you or your family? Reply STOP to opt out.

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How to use these texts

Only text leads whose consent covers texts from your business, keep messages inside the lead's local quiet hours, and stop all automation the moment someone opts out. Send to small batches first and watch replies and opt-outs before scaling.

See also: how to text aged leads · quiet hours checker · aged lead reactivation playbook

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.