Example Email Campaigns to Send to Your Current Clients During Open Enrollment

By Kelsey Rosauer on October 16, 2015 in Email Marketing

Open Enrollment Email Campaign Examples

Open Enrollment Keeps Agents Extremely Busy...

We understand that during open enrollment, agents and agencies are incredibly busy. And we know that your communication with your clients during this time is extremely important, but you want to efficiently manage that communication. 

An agency management system with email marketing capabilities can help tremendously. If you're already storing your data within an agency management system, email campaigns are easy to set up, can be automatic & are appreciated by your clients. 

Over the next few weeks, we'll be showing you what kinds of email campaigns you can set up for clients, prospects & and your agents using an agency management system like AgencyBloc. 

In this blog, let's look at some email campaigns you should be setting up to send to your current clients.

Based on renewal or effective date

A really simple campaign you can set up is one that will automatically send to your clients when their renewal date is approaching (1/1/2016) or when the anniversary of their effective date is approaching. You can easily use AgencyBloc's Email Campaigns feature to do this. A good rule of thumb is to send an email like this 30-60 days prior to the renewal or effective date. Here's what the email could say:

Dear [Client],

Open enrollment season is upon us! Your policy [name/number] will expire on January 1, 2016. Please contact me at [phone number] or reply to this email to discuss your renewal options. I'm happy to help!

[Your name]

Based on coverage type, client type or carrier

This email would probably be a mass email that you set up to send for a specific reason that relates to open enrollment. This example below is for all clients that have a specific carrier who has made some sort of change to their coverage. Here's an example of what one of those emails might look like:

Dear [Client],

I wanted to inform you that [carrier] has changes that will occur after 1/1/2016 that I suggest you review [here]. Call me at [phone number] or email me with any questions you have. I would love to set up a time to meet or chat.

[Your name]

Think About Your Follow-Up

Remember that the power of setting up email campaigns within your agency management system is that you can quickly create an entire "drip" campaign or have them automatically send. With this, you should consider what your follow-up might look like. Every agency will be different, but it's a good idea to mix emails and phone calls within your campaign. Once you have one set up, be sure to document it as well so you'll know how to set up other campaigns in the future.

Next week, we'll look at some example email campaigns for new clients and prospects. Stay tuned!

Kelsey Rosauer
Kelsey Rosauer

Kelsey is the Marketing Brand Specialist at AgencyBloc. She plans and creates educational resources to help our customers organize, automate & grow their insurance agency. Favorite quote: "I am convinced that life is 10% what happens to me and 90% how I react to it." —Charles R. Swindoll  More articles


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