If you work in insurance, you’ve probably seen it happen: an email you spent time crafting goes out… and no one replies. It’s not that people don’t need what you offer. It’s that your message blends in with the noise.
The truth is, email marketing can still be one of your most powerful relationship tools, but only if you use it to connect, not just communicate.
If your email strategy only includes reminders, rate changes, or generic promotions, you’re missing the mark. Clients want to feel like you understand what’s happening in their lives, not that you’re checking a box.
Your clients are busy. They’re scanning their inbox, not settling in to read a company newsletter. If your subject line doesn’t catch their attention, or your message feels impersonal, it’ll likely get skipped. The “one-size-fits-all” approach of blasting the same email to everyone just doesn’t work anymore.
The best insurance email marketing feels more like a conversation than a campaign. When someone opens your message, it should sound like it came from a person they know, not a company trying to sell something.
Start by thinking about what’s happening in your clients’ lives. Are they first-time homeowners? New parents? Planning for retirement? Your emails should reflect those milestones, not just their renewal date.
Here are a few examples of messages that hit the right tone:
1. Welcome Email for a New Homeowner:
Subject: Your New Home's Protected. Now What?
Body: "Congrats again on the new place! Just wanted to check in and see how you're settling in. If any questions come up about your policy or you need help understanding your coverage, I'm here."
2. Life Event Check-In:
Subject: New Baby? Let’s Review Your Coverage
Body: "Saw your post about the new baby, huge congrats! When life changes, your coverage should too. Want to set up a quick call to make sure everything’s up to date?"
3. Simple Annual Check-In:
Subject: Quick Policy Review, Takes 5 Minutes
Body: "It’s been a year since we last reviewed your policy. A lot can change in 12 months. Let me know if you’re up for a quick check-in to make sure everything still fits your needs."
The trick to consistent, personal email marketing is using automation that doesn’t feel automated. Tools like Levitate make this easier by helping you send personal-feeling emails at scale, based on real client data. You can set reminders, track life events, and schedule check-ins without sounding like a bot.
You don’t need a marketing degree. You just need to show up like a real human in people’s inboxes. If your clients feel like you remember them, they’ll remember you when it matters.
If your inbox outreach feels stale or disconnected, Levitate can help you change that.
Levitate helps insurance agents and advisors send authentic, relevant emails that build trust and drive responses. With ready-to-use templates, automated reminders, and easy personalization, you can strengthen every client relationship without adding more to your to-do list.
Book a personalized demo today to see how Levitate makes staying in touch effortless and authentic. Let’s help you turn your emails into meaningful conversations that grow your business.
We’ll give you a call to set up time for your team and ours to meet virtually for a personalized demo.
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