[Free Templates] Client Retention Emails & Workflow Recipes

Use these plain-text email templates and workflow automation recipes to promote retention within your client base.

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Gain a Leg-Up on Your Competition With Boosted Retention

It’s no secret that client retention is the name of the game for insurance agencies. The higher your retention rate, the better chance your book of business has to grow and reach your goals.

Using an agency management platform to manage your client base can help you be proactive with your retention efforts. Combine the powers of workflow automation and email marketing to ensure you perform the necessary client touch points throughout the year to keep your clients happy and well-informed.

These plain-text templates provide messaging you can take and use immediately. They’re completely flexible, so you can edit as needed.

Get the Email Templates:

What templates are included?

Templates included in this download:

  • Happy Birthday
  • Client Anniversary
  • Monthly Newsletter (Individual & Group)
  • AEP/OEP Reminder
  • Turning 65
  • Cross-Selling

Can I edit these templates?

Absolutely! Any email you send should always reflect your agency's brand and communication style. Use these templates and workflow automation recipes as inspiration for creating your own to be used by your agents and advisors. 

How do I use these templates?

These templates are in PDF and Microsoft Word format. Open them in your program of choice and edit. If you're using AgencyBloc, the variable data fields and adjoining workflows will be familiar. If you're not, we've provided definitions for each field so you can use what your email provider offers. Accompanying workflow automation depends on the services your system provides.