A day-by-day follow-up cadence for insurance leads
Why a written cadence matters
Without a cadence, follow-up depends on memory and mood. Busy days push leads down the list, and by the time someone gets back to them the lead has bought elsewhere. A written plan turns follow-up into a checklist: every lead gets the same number of attempts at the right times, and managers can see who is falling behind.
A sample 14-day cadence
Adjust timing for your products and lead sources, but this pattern is a strong starting point for internet leads.
- Day 1, minute 0: automatic text confirming the request and asking a simple question
- Day 1, minutes 1 to 5: first call; leave a short voicemail if no answer
- Day 1, afternoon or evening: second call at a different time
- Day 2: text with a specific question about their needs, then a call
- Day 3: call in the morning; if missed, a short check-in text
- Day 5: call plus a text offering two appointment times
- Day 7: final call of the first week and a friendly text
- Day 10: text asking whether they found coverage
- Day 14: close-the-loop text: should I keep your info on file?
Stop when they answer, or ask you to
The cadence ends the moment a lead replies, books or opts out. Automated sequences must stop on a reply so the lead does not receive a canned message after they have already answered. An opt-out must end all messages immediately.
What to do with leads who never answer
Move them to a slow nurture: a short text every month or around enrollment periods and renewal dates. Some will respond months later when their situation changes. A lead you already paid for is cheaper to re-engage than a new one is to buy.
Automating the cadence in Text2Sale
Text2Sale runs the text side of the cadence with drip sequences that pause on reply, creates call tasks and callbacks for reps, and dials through due follow-ups with the power or predictive dialer. Quiet hours and opt-outs are applied automatically, and every touch is logged on one record.