Example Email Campaigns to Send to Your Prospects During Open Enrollment

By Kelsey Rosauer on October 22, 2015 in Email Marketing

Open Enrollment Email Campaign Examples for Prospects

Do you feel like you're scrambling this open enrollment season?

Because it's such a busy time, you probably feel like you have so much to do and so little time. To help you out, we want to show you how you can automate some of your communication to your clients, prospects and agents.

Last week, we shared some example email campaigns for current clients. This week, we want to focus on some example email campaigns you could set up to send to your prospects and new clients.

Based on policy status

When a client applies for a policy, they appreciate being updated on how it's going with quick email notifications even if you've explained the process and timeline to them in person. An automated email campaign would work well for this because you could set it up to send when your client's policy status goes from "pending" to "complete", for example. Keep in mind that within AgencyBloc, you can set up custom fields if that terminology doesn't fit your agency. The email might look like this:

Subject: Your insurance application has been approved

Dear [Client name],

As of today, we've received notification that your [health exchange] application has been approved and they have received all documentation. I will let you know if any other documentation is needed, and I will continue to update you as your application moves along the process.

Thanks,
[Your name]

Open enrollment reminder for prospective clients

This email campaign is meant to let your prospective clients know when open enrollment season begins and how you can help them. This would be best set up as a "drip" mass email campaign. We call it a "drip" campaign because it is a series of emails that are set to be sent out with a specific amount of time between them. Let's look at an example email campaign that you could begin in September or early November. Your first email might say:

Email #1

Subject: Your insurance application has been approved

Dear [Client name],

As of today, we've received notification that your [health exchange] application has been approved and they have received all documentation. I will let you know if any other documentation is needed, and I will continue to update you as your application moves along the process.

Thanks,
[Your name]

This initial email opens the door and lets the prospect know that you're still available to help them navigate open enrollment season. The next email in the series could be sent out 1-2 weeks after the first, and this one is to remind the prospect that you’re still available to help them find coverage. The email could say:

Email #2

Subject: Open enrollment is approaching quickly

Dear [Prospect name],

I just wanted to remind you that open enrollment begins on November 15th because I haven't heard from you yet. Please let me know if you have any questions... I'm here to help!

Thanks,
[Your name]

If the prospect still hasn't responded and you haven't changed their status, the third email in this drip email campaign would be sent out on the day open enrollment begins. Again, this is just an example, but we hope it gives you insight into how you could be easily communicating with your prospects during open enrollment. So, that last email sent out on that day open enrollment begins might say:

Email #3

Subject: Open enrollment has begun - contact me

Dear [Prospect name],

Open enrollment has begun! I would still love to help you out with getting the coverage you need. Please call me at [phone number] or reply to this email, and we can set up a time to chat about this.

Thanks,
[Your name]
 

Don't Worry About Being "Pushy"

We know you don't want to be pushy, but you have to realize that your prospects have the option to unsubscribe from emails. That might not sound like a good thing, but it actually helps you to weed the wrong people out of your sales funnel. In fact, many companies say they prefer people to unsubscribe from emails rather than simply not replying. In addition, the "Rule of Seven" written by Robert W. Bly, author of Secrets of Successful Telephone Selling, says: "to penetrate the buyer's consciousness and make significant penetration in a given market, you have to contact those people a minimum of seven times within an 18-month period." Those 7 contacts shouldn't all be emails (as the book title obviously suggests phone calls as well), but the bottom line is that politely timed contact with valuable information is the best way to convert a prospect.

Next week, we'll look at some example email campaigns for your new clients. Thanks for following along!


open enrollment email campaigns and agency management system

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

JOIN BLOCTALK

Get FREE tools and insights from AgencyBloc delivered directly to your inbox.