[Templates] Lead Nurturing Email, Text Message, & Workflow Recipes

Use these email, text message, and workflow automation templates to create a successful lead nurturing process and increase conversions for your independent health, benefits, or senior insurance organization.

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80% of Leads Need 5+ Touch Points to Convert

When it comes to successful lead management and nurturing, the most essential tool in your toolbox is communication.

New leads can require a lot of nurturing to convert and become lifelong clients. To get them into your organization's book of business, you need two main ingredients: speed-to-contact and consistent, meaningful follow-ups.

Workflow automation can streamline your lead nurturing process to increase your chances of conversion. Use these free email, text message, and workflow automation templates and recipes to enhance your health, benefits, and senior insurance organization lead nurturing process.

These industry-specific templates include:

  • New lead notification
  • New lead nurturing
  • New policy submission
  • New client welcome

Get the Templates:

Can I edit these templates?

Absolutely! Your organization's communication should always reflect your brand and style. Use these email and text message templates and workflow automation recipes as inspiration for what your sales team could create! 

How do I use these templates?

These templates are in PDF format and accessible on any device. The accompanying workflow automation recipes and personalization capabilities will depend on the services your system provides.

Who is AgencyBloc?

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent insurance agency, GA, IMO/FMO, or call center remain compliant and accelerate growth.