[Free Templates] Policy-Related Email Templates for Agents & Advisors

Missing a renewal reminder or a carrier change notice can cost you a client. These templates make it easy to stay ahead of every policy milestone.

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The Right Message, at the Right Time

Clients value communication from their agents and advisors. By ensuring you communicate proactively with clients about their policies, you’re demonstrating that you value the relationship as well.

When you manage your policies in an agency management system (AMS), identifying opportunities to communicate becomes a lot easier. Use tools within your AMS like reporting, email marketing, and workflow automation to deliver the message to the right person at the right time.

These plain-text templates provide you with 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:

  • Policy Application Submitted
  • Policy Action Required
  • Client Welcome
  • Policy Renewal is Approaching (Individual & Group)
  • Policy Renewal Completed
  • Carrier Changes
  • Policy Termination (Client alert & Follow-up)

Do I have to use them word-for-word?

Not at all! Any email you send should always reflect your agency's brand and communication style. Use these templates as inspiration for creating your own set to be used by your agents and advisors. 

How do I use these templates?

These templates are in PDF format. If you're using AgencyBloc already, the variable data fields used within the templates will be familiar. If you aren't, definitions for each have been provided so you can use your email provider's version of these fields.