WhatsApp Lead Follow-up Templates for Insurance (6 Examples)
Insurance is a considered, trust-based purchase. These WhatsApp lead follow-up templates are written for insurance agents and brokers.
6 WhatsApp lead follow-up templates for insurance
Copy any template and paste it into kwiqreply. Replace each {{variable}} with your own field.
MarketingAfter quote
Hi {{1}}, here's your quote for {{2}} cover: {{3}}. Happy to walk you through it.
See quote
MarketingPlan comparison
Hi {{1}}, comparing options? Here's how the {{2}} and {{3}} plans differ: {{4}}.
MarketingCoverage questions
Hi {{1}}, many customers ask about {{2}}. Here's how it works for your {{3}} plan: {{4}}.
MarketingPremium reminder
Hi {{1}}, lock in this year's premium of {{2}} for {{3}} before rates change.
Proceed
MarketingCall offer
Hi {{1}}, would a quick call help you decide on {{2}}? Tap to pick a time.
Book a call
MarketingFinal nudge
Hi {{1}}, your quote for {{2}} is valid until {{3}}. Shall I help you complete it?
Get covered
Tips for insurance
- Answer coverage questions clearly to build trust.
- Offer a call for complex decisions.
See kwiqreply for yourself
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How do insurance agents follow up on WhatsApp?
Share the quote, answer coverage questions, compare plans, and offer a call to guide the customer to a decision.
Same templates for other industries
Real EstateCar DealershipsSchools & CoachingSaaS & SoftwareInterior DesignFinancial AdvisoryTravel & Tour Operators
Related reading:
1 - All WhatsApp lead follow up templates