Wishes and Messages

Insurance sales letter templates

  1. Home
  2. 1st Anniversary Wishes
  3. Insurance sales letter templates
Insurance sales letter templates
May 07, 2019 1st Anniversary Wishes 1 comment

To learn more about the company behind this copy example, please A classic sales letter from Old American, an insurance company with a.

How to write introductory sales letters for sales enquiries, appointments, and submissions of inventions, patents and ideas

Here are samples and templates of sales introduction letters. These examples of sales letters help make a professional impression, and begin the sales cycle. Introductory letters certainly help to make appointments and the cold calling process. In many cases they are essential prior to attempting telephone contact with senior people. Introductory letters are particularly helpful for starting the sales cycle with large organisations.

Please note that the spellings used in this guide and the letters samples are based on UK English common form, for example, 'recognise', 'organise', 'specialise', whereas US English favours the 'ize' spelling. For these and any other spellings subject to regional variation, change the spelling to suit your situation. Address 'postcode', where referred to here is the UK term; it best equates to the US zipcode, or respective 'zip'-type postal codes used in other countries.

Effective Introductory Sales Letters

There are certain proven rules and techniques that improve the chances of:

a) Your letter getting past (or being being forwarded by) the secretary or p.a. to your intended contact, and

b) Your intended contact being interested in seeing you.

Think how you treat unsolicited letters that you receive. Most of these letters go in the bin, and many letters won't even be opened. A few seconds is all anyone takes to decide whether to read a letter or discard it. A secretary or p.a. will open your letter, and they too will decide in just a few seconds whether to read on, then whether to pass it to your intended contact, another person, or to file it or bin it.

Increasingly these days it's good to aim first for a telephone appointment - a qualifying discussion when you can ask helpful questions and seek to understand the client's situation - before expecting to agree a face-to-face meeting. You can do a lot on the phone. Having a telephone appointment in your mind as an initial aim often makes it easier to get the ball rolling. It also shows that you have a professional appreciation of the value of people's time.

Remember that your letter will be competing with perhaps ten, twenty, or even fifty sales letters received every day, sent by sales-people people hoping to gain your target's attention. To get through, your sales letter needs to be good, different, professional and relevant.

Use the five-second rule when designing direct sales letters opening statements and headlines. You must grab attention in five seconds; that's about ten words comfortably; fifteen to twenty words at most. This implies a headline, which is why headlines are often used. If you prefer not to use a headline, fine, but still you need to grab attention in your opening paragraph in five seconds.

The time available for grabbing attention and conveying meaning is shrinking all the time. People used to talk in terms of 4-8 seconds to grab attention. Now it's best to work on less than five seconds. This is because progressively we can all absorb information and ideas far more quickly than we used to. Our environments condition and 'train' our brains to do this. Think about TV adverts, video games, chatrooms, email and text messages, fast-moving media and entertainment generally - it's all getting quicker - we get bored sooner, and we need data quicker. Your contacts are just the same. Quick-thinking senior decision-makers especially: they need your letters to help them absorb and understand data as quickly as possible. If it takes too long they won't bother. Efficient and effective letters not only get read and get your points across, they also say something about you - that you are efficient and effective too.

So you need to be very efficient and thoughtful in your use of language and words. Every word must be working for you; if it's not, remove it or find another.

Think about the language that your intended contact uses - for example, what newspaper are they are likely to read - this is your vocabulary guide.

Think about the business vocabulary too; senior decision-makers and company directors are concerned mainly with making money and saving money. Read the financial pages of the broadsheets - look at the words that people use - and start using these words too.

A significant stage in succeeding with introductory sales letters is the one that is protected by the decision-maker's secretary or p.a. The secretary or p.a.'s responsibility is to protect the boss's time. For a letter to stand a chance of being passed on to your target by the secretary it needs to be:

  • Commercially/financially/operationally very serious and significant
  • Interesting and potentially beneficial
  • Of a nature that only your targeted person can deal with it
  • Relevant
  • Credible
  • Extremely professional
  • Grammatically perfect

The letter structure should also follow the AIDA format (it's as old as the hills but it's still crucial):

  • Attention (I want to read on)
  • Interest (this is relevant to me and my company)
  • Desire (this is potentially beneficial and I want to pursue this opportunity)
  • Action (when I'm called I'll talk/make an appointment/delegate action)

Obviously make sure you use the person's correct title (Mr, Mrs, Ms, Dr, etc) and properly spelled surname in the address (initials are considered by some to be more professional and polite than using first names). Include letters after their name if known, eg., OBE, or professional qualifications abbreviations; also ensure correct job title, company name, address, postcode and date. If you are laying out a letter or a mail-merge for window envelope remember that this requires precise address positioning.

Keep the sentences short.

Introductory letters must be able to be read and understood in under 30 seconds - less than 20 seconds even better - so your letter will never require more than one side of paper. The less words the better. Generally three short paragraphs of 'body-copy' suffice. It's doubtful you'd achieve what you need to in just two; four or five are okay if they're very brief; any more is much too much. Use bullet points if you have a number of short points to make.

Whilst you can vary and experiment, a good basic structure (obviously following correct name, address and date details) is:

  • Salutation (Dear Mr/Mrs/Ms surname, or Dear Sir/Madam for extra caution)
  • Headline or 'banner statement' (optional)
  • Credibility and relevance statement (mandatory) - you must establish your credentials and explain your relevant capability or proposition - clever wording here enables you to wrap the two - credibility and a relevant proposition - into a single statement or paragraph
  • How and why statement (optional) - what re the special characteristics of your capability or proposition
  • Suggestion of similar opportunity/application for target organisation (optional but useful normally)
  • Action/follow up statement (mandatory) - what happens next - explain
  • Sign-off
  • P.S. statement (optional - can work well in certain situations - generally avoid using it for senior approaches because it will be seen as gimmicky)

Introduction Letter Template

Salutation (Dear...)

The safest way to discover the correct contact details is to telephone the secretary or p.a. Say that you'll be writing, and ask to confirm precise address, name and title details etc. The old convention was to use Sir or Madam if you'd not spoken to the person before, but nowadays it's reasonably safe to use Mr/Mrs/Ms (surname).

Headline

If you use a headline or 'banner statement' it must be concise, relevant, impactful, professional, unique, new. Maximum 15-20 words. Generally avoid 'clever' glib ad-type slogans. Avoid upper case (capitals) lettering - word-shapes are lost when upper case is used. (People read by recognising word-shapes not individual letters, so don't use upper case anywhere, as it takes longer to read and reduces impact.) Avoid italics, coloured backgrounds and coloured text too - they all reduce readability and impact. Headline should be between two-thirds and three-quarters up the page - where the eye-line is naturally first attracted. Often it's easier to decide on your headline after you've written the rest of the letter. The headline is extremely important - take time to refine it into a really powerful and meaningful statement (or question).

Credibility and relevance statement

Refer to significant and beneficial activities of your company in areas/sectors/industries relevant to the target's business. Technical and complex words help, provided they are relevant and that your target recipient will understand them. Using technical words that are relevant and recognisable to your contact will help to convey that you understand the issues and details from their perspective. Use 'director-speak' - words and phrases that directors use and relate to. Given that most introductory letters avoid mentioning prices many decision-makers find it refreshingly 'up front' and honest - no nonsense - to see clear early indication of financials - if only as a guide. Logically it helps to relate prices or costs to expected returns. Remember that most decision-makers in organisations are fundamentally driven by return on investment. There can be risks in using direct references to the target's competitors, so be careful - it's more acceptable in aggressively competitive markets - less so in more conservative sectors. Use references that you believe are likely to be the most unique and beneficial and relevant, (which is why doing some initial research is useful). Focus on a single theme and result - do not try to list lots of benefits. As a general rule, be specific but not detailed, and be broad but not vague. Ensure your proposition has the WIIFM factor - 'What's in it for me?' - your contact must feel that it's worth his or her time in pursuing some interest or accepting your call.

How and why statement

If you need to explain how the benefits are derived then do so. Keep it general, concise, significant, serious and brief. This is a good place to imply or suggest the uniqueness of your capability. It is useful to suggest or state that your company is 'the only' company able to do whatever you are claiming. Uniqueness is very helpful.

Suggestion of similar opportunity/application

Suggest that similar opportunities or possibilities might or may exist for the target organisation. Don't sell, claim or guarantee to be able to do anything. Understatement is a very useful style. How can you possibly know for sure until you've understood the client's situation?

Action/follow up statement

What you will do next - normally that you'll telephone soon/shortly/in due course. Avoid stating a date and time that you'll phone back - it's presumptuous - how do you know your target person will be available then? (In practice if your target is interested in pursuing the issue opportunity then he or she will normally ask the secretary to deal with the arrangements for the next action, and you may not actually need to speak to your target person on the telephone - secretaries and p.a.'s are powerful people.)

Sign-off

Stick to tradition to be safe: use Yours sincerely if you've started with a Dear Mr/Mrs/Ms (name), and Yours faithfully (if you've started with Dear Sir or Madam).

P.S.

If it fits with the tone and style of the communication, a good 'P.S.', used effectively and appropriately, can be a useful way to attract more attention and to add an additional point, especially one of special interest to the prospect, for instance that you will be in their area during a week or month, or a special offer, or the availability of extra pre-sales information at a website, etc. Avoid using this for senior contacts because it can be seen as gimmicky, and generally if in doubt don't use it. A good letter won't need it.

Example Sales Introduction Letters

This sample letter is very brief and concise. It begins with a credibility statement, which infers the method and basic proposition. It then presents a financial case - invest 'x' to get 'y'. Senior decision-makers are primarily concerned with return on investment and will need to see some data that helps them assess this. The letter then explains briefly in bullet points what the method comprises. And then there's the action point.

Many experts in advertising and communications believe that adding a 'P.S.' greatly increases success rates. Use the technique with care: ensure that you use a 'P.S.' statement that is appropriate to the context or it could appear irritating or insulting.

The sample sales introductory letter below features a real product called the Sales Activator®. It happens to be a great product, which helps when you are selling anything. If you are finding it difficult to put together a great sales introductory letter you might find that your product proposition needs revisiting first.

Sample sales introduction template


(Company name, address, date and your reference)

Dear Mr Smith

New Flash Bang Wallop (whatever) System/Solution/Concept

Flash Bang Wallop is according to (state quotable reputable endorsee) the best new (whatever) for the (state relevant application/territory/time).

(Or substitute some other bold statement of quality/effectiveness which can be supported with a reputable endorsee/user).

Leading companies such as (state quotable endorsees/users) now use Flash Bang Wallop, because they've achieved improvements of (state factual range) and/or savings of (state factual range).

For a cost equating to (show cost as per day, per user, and/or per team, etc) your staff/customers will (state key unique benefit).

The remarkable Flash Bang Wallop uses (briefly, method/difference/special quality) to:

  • significant specific relevant outcome - 1
  • significant specific relevant outcome - 2
  • significant specific relevant outcome - 3
  • significant specific relevant outcome - 4
  • significant specific relevant outcome - 5

To test Flash Bang Wallop's effectiveness in your organisation, you can arrange a free no-obligation trial now.

I'll call you soon, or please feel free to contact me to arrange it.

Yours sincerely,

(Signature, name, title.)

P.S. You can see more details about Flash Bang Wallop in the (case study example reference details - ideally a website link).


Other Tips for Writing Sales Letters

These are the important characteristics of good introductory sales letters:

  • 'Less is more' - the quicker you can get your point across the better - efficient writing suggests efficient service
  • A single specific impressive (ideally unique or very special) proposition works better than trying to offer many things
  • The visual presentation, font (typeface), and language must be very easy to read
  • Write in the 2nd person (use 'you', 'yours' etc)
  • New and unique are more eye-catching than something that is no different to what others offer
  • The proposition must be credible and believable
  • The style and tone of the letter must appeal to the style and tone of the reader (think whom you're writing for and write accordingly)

Avoid being clever or funny. Avoid posing puzzles - people cannot be bothered to waste their time and they'll feel insulted.

Headlines need to grab attention in a relevant and meaningful way.

The letter as a whole must aim make the reader think "Yes, that's of interest to me, and I like the style of the letter. I can imagine at least talking to this person without feeling I'm just another prospect..."

Avoid the use of 'I', 'we', 'us', 'ours', except for the obvious (eg 'I will telephone you…'). Talk about your intended customer and their market, not your own business.

Don't include leaflets or brochures to directors.

Try to engage the help and advice of the secretary or p.a. - get her on your side. Your chances of the contact seeing the letter increase significantly if you can engage with the intended contact's secretary or p.a. and explain in advance that you are writing.

Always remember that you are trying to sell the appointment not the product.

Try selling telephone appointments before you try to get a face-to-face meeting. You can achieve a lot on the phone - especially rapport-building, and understanding their issues and needs - people respond well because it shows you respect their time, and your own.

Above all, JFDI (see acronyms). Write some letters, follow them up, and you will get appointments.

Simple basic sales introduction letter

Here is a very simple general sales introduction letter - you can use this or adapt it for most situations as it is very general. This type of introductory letter is ideal for new sales situations when you need to generate some sales leads and enquiries before you know your products and markets in great detail, and need to get something moving. This type of letter must be followed up by a phone call - it will not generate a response on its own. Preferably research your prospects first to understand something about them, and especially to find the name and address details for the relevant decision-maker.

This type of letter is low-pressure - it seeks to establish a connection and offer discussion if timely and appropriate for the client.


Basic sample introduction letter


name and address

date

Dear (Mr/Mrs, etc, name)

attention grabbing heading (up to 10 words)

(the heading must grab attention - something your prospect will relate to that your proposition will produce - for example, Cost-Effective Sales Enquiry Generation, or Reduce Your Staffing Overheads, or Fast-Track Management Training)

When you next consider your arrangements for (product/service) I would welcome the opportunity to understand your requirements and situation.

(Optional) Our customers include (two or three examples, relevant and known to the prospect), who have found (state key benefit, % savings, strategic advantage) from working with us.

I will telephone you soon to agree a future contact time that suits you/your own review timescale.

Yours sincerely

(Name and signature)

(Optional 'P.S.' message)


It's very quick and easy to create a simple sales introduction letter like the example above.

Many sales people fail to send anything at all because they take too long creating the letter and organizing the mail-merge, etc. If you find yourself falling into this trap remember JFDI - get on and do it.

Then get on the phone and follow it up.

Sending a simple professional sales introduction letter overcomes the initial obstacle that most organizations use as a defence against sales introductions. A good simple introductory letter can also establish a level of credibility and professionalism in the mind of the contact and his or her p.a., who is likely to be the person who reads and deals with the letter first.

Tips for Submissions

Submitting inventions, patents and new product or service ideas, or new business propositions, to potential licensee companies or partners is a complex area as regards patents and intellectual property (if applicable), but in all other respects is quite simple. It's just a form of selling. You are selling your idea and yourself.

If your proposal or idea concerns a new invention, then your approach will be influenced by your country or regional laws as to how best to protect and register your intellectual property. In the case of inventions, do not leap in and apply for a patent without first reading and taking advice on the best approach for your own situation. Patents are expensive, and moreover they will reveal your ideas when published, which might not be desirable if your idea is still under development, or you are unsure of your aims and strategy.

It is important that you research the existing market for similar ideas. Many inventors assume they have come up with an original idea, spend lots of time and money on it, only to find that the idea isn't new or advantageous to the market.

Be careful whom you expose your ideas to. Telling people about your ideas without the protection of non-disclosure and secrecy agreements effectively puts your ideas into the public domain and will commonly make it impossible to successfully apply later for a patent. Telling people will also risk your idea coming into the hands of people who will use it as their own.

Be careful if you engage one of the many inventors 'agencies'. Some of these are parasitic organisations who will charge you a fee for basically doing what you could have done yourself if you just read and learn for yourself. Some are worse and exploit inventors for extortionate fees, irrespective of whether the inventions have a real chance in the market-place. So before engaging an agency of this type, clearly and firmly clarify what they will do for you, and check a few references from among their existing inventor customers.

Avoid incurring legal costs until you are sure that such services and costs are necessary, and assess this requirement for yourself. If you ask a patent lawyer you can predict what the answer will be... And they'll say you need a lawyer not because they are deliberately exploiting you, it will be because their approach is to err on the side of caution, in the face of everything and anything that could go wrong.

At some stage you may well need a lawyer to help with patents and intellectual property - certainly you will if your venture comes to life and offers a reasonable scale - but wait until you need one before incurring these costs.

At some stage as well you will need to consider product liability. It is likely that any licensee or partner will want to hold you responsible for ultimate liability for product safety, and although this is commonly negotiable, you need to be aware of the issue at the outset. At some point you must ensure suitable insurance is put in place for your own protection in this area.

As regards selling your idea, it is essential that you look at and judge your invention or proposal from a marketing and commercial standpoint. Your own subjective personal opinion, or your mum's or friends' views, are irrelevant. The questions are:

  1. Is the invention or new product idea significantly better than anything else currently available?
  2. Has anyone else thought of it yet?
  3. Is there a market for it?
  4. If so how big is the market and what is the customer profile?
  5. Can the invention or idea be distributed via existing or easily established channels?
  6. Can it be developed and manufactured for a cost that will allow a supplier to make a profit on it?
  7. Have you taken into account the costs of design development, production development, tooling, origination, packaging, advertising and promotion, sales and distribution, training, wastage, returns, servicing, replacement, environmental and health and safety implications, corporate social responsibility, and recovery of other business overheads?
  8. Does the profit per item, after all these costs, multiplied by the realistic volumes (bearing in mind usual market inertia and resistance to new ideas, and competition alternatives), equate to a financial gain that is big enough to make a significant difference to the profit of the sort of companies you are approaching?
  9. If so what is the pay-back timescale, and what is the return on investment for the licensee?
  10. Is the return on investment from your invention better than the ROI from other new product or market development options available to your potential licensees?
  11. Will the invention or new product idea fit with the style, quality, processes, aspirations, etc., of the sort of companies you are approaching?
  12. Can you demonstrate all of these factors to a potential licensee, in a clear, professional presentation lasting no longer than 30 minutes?

When and if you are able to answer these questions positively, then you can feel justified in approaching potential licensees or distribution partners. The fewer of these questions that you can answer positively, then the less likely you will be to succeed.

Your plans are likely to encounter some chicken-and-egg dilemmas, for example - how do you gauge market reaction if you cannot expose the concept?; and how do you calculate return on investment if you don't know the details of the potential licensee's costs of manufacturing and overheads?

In short you need to be pragmatic and adaptable, develop rough estimates to more precise data as and when you are able. Your entire proposition is a rough concept to begin with, in all respects. You must mould it into shape over time. Tighten up the facts and figures as you go along. That's why even very big corporations use the expressions 'cigarette packet' or 'table napkin' when describing early stage new concepts and ideas. Not much is known, but critically the rough estimates stack up into a good-looking business case. You must be sure your idea does too.

When you are ready to approach potential licensees make sure you research the organisations and their markets first. It's easy to do this on the web. Phone the companies also for their brochures, and annual reports if available. This will help you to build a picture of how they operate and what they need.

Understand the market, the suppliers, the distribution, the market leaders, and their competitive strengths. Select your potential partners carefully. Perhaps complete a SWOT analysis for each. Importantly, understand the basic financials - their turnover, volumes, market shares, typical profit margins - especially gross margins (before operating overheads) - as this helps you compare and assess the gross margins offered by your invention or idea.

And then aim to get meeting with them.

Definitely resist explaining your ideas by post or email. You should ideally seek an opportunity to present your invention or idea in person, together with all the supporting business case justification that surrounds it - this is what sells the idea. An idea with a strong business case is far more likely to be considered.

When you try to arrange your meeting I would not recommend that you write first. Phone first. Phone each company (somebody at head office in the commercial or marketing department is a reasonable start point - if in doubt start with the p.a. to the divisional CEO or general manager) and find out reliably and exactly each of their preferred processes for the submission of outside inventions or new business ideas. Who are their people who are responsible for assessing new ideas from outside partners? And then follow their process. It will be different for each company, and will therefore require a different letter for each.

I'd add the following points:

Expect to be asked or better still offer to sign/provide a mutual non-disclosure agreement. You need this for your own protection, especially if you have not yet applied for a patent. Also, potential licensees - especially big corporations - are commonly concerned that outside inventors' ideas could coincide with their own NPD (new product development), which would create a potential vulnerability for the corporation if the outside inventor is able to claim after a disclosure that they (the inventor) own the idea. For this reason big corporations have rigorous submission processes which can be off-putting. It's a matter of working with their processes and policies.

To approach smaller companies - say below £200m/$300m size - I suggest you phone the p.a. to the CEO and ask her/his advice how to submit or make your approach.

If they don't have a non-disclosure agreement then you should provide one.

When you know what sort of letter to write, keep the letter short, and generally try to follow the principles outlined in the guidelines above for other introductory sales letters. The same principles apply - you are selling yourself and your idea - but first you need to sell the appointment.

Letters of this sort really need simply to say that your invention is in the area of (product/service sector), and the market advantages and financial returns will accrue to the licensee. Do not explain what the invention is in writing until you have exchanged NDA's (non-disclosure agreements), and ideally you should wait to explain/present your invention, and the make-up of your team, in person at a meeting. I say 'your team' because the potential licensee will be interested in the people who constitute your company or group (and they will certainly need at some stage to satisfy themselves that you have suitable integrity, reliability, back-up, etc). The potential licensee will be as concerned about you as they are concerned about the idea.

Many corporations already have an established inventor community - these will be trusted people and companies - your challenge is to become one of these, or at least to meet the qualifying criteria (which will certainly require you to possess some commercial and market awareness, integrity, as well as technical and creative capability - so work on attaining these attributes).

Below is a basic template and sample letter for submitting a new idea, invention, or business proposition. Adapt it according to the process that potential licensee or partner company tells you to follow, (in other words the information they need, in order to meet with you).

As a final point - resist being bullied by potential licensee companies or potential partners. Do not provide details of your idea until and unless you are happy with the intentions, integrity, and authority of the other party. There will be some corporate marketing executives, product managers, and technical managers who will want to discover your ideas, but will have no intention (or authority) to do anything with them. This is another reason for starting at the top - with the CEO's p.a. - to learn and make use of the organisation's official procedure for the submission of outside ideas and inventions.


Letters template and sample - for inventions and ideas submissions

Adapt this sample letter - use it as a template guide - to suit your own situation.


(Company name, address, date and your reference)

Dear Mr Smith

Project Heading

(use a title that will mean something to the reader, for example: 'unique new product for child education market', or exciting new business proposition for sales training sector', or 'innovative new product for the automotive security sector')

Further to out telephone conversation on (date) here is an outline of our proposal.

I am (brief credibility statement - for example: 'I am an expert in the field of [discipline/technology/market, etc], qualified to [qualifications], with [experience]' or 'I own and run the [name] product development company, which specialises in [market/technology] and is (accreditations/quality standards/previous achievements]')

We have developed a highly innovative product/solution for the (describe market) sector. Our research indicates that our formula/invention/technology is unique and will offer significant advantage over all available similar and competing products/services. We can prove/show/demonstrate design, development, production, and distribution viability, a likely unit cost of £/$(cost)/gross margin in excess of X%, and realisable sales volumes of Y,000/million units over N years. We estimate that the investment required for design and development necessary for launch would be in the region of £/$(cost).

Our idea will deliver the following customer benefits: (list 3-5 points - do not give away invention or idea secrets - focus on what it does that other products cannot, not how it does it) for example -

  • can be used under water
  • meets safety standards for pre-school market
  • battery life of five years

We believe that this new product could fit well within the (prospect organisation name) portfolio, given your market strengths, values and customer base, and so we would like to present our ideas to you and your appropriate team.

If you'd like to proceed to the next stage we would expect to sign a mutual non-disclosure agreement, and await your advice on this.

I'll call you soon to see if you wish to progress matters. Or please contact me.

Yours sincerely, etc.

(Signature and name)

P.S. You can see more details about us/our company at our website www.your_own_website_name.com.



Related Materials


<>

Use our free Insurance Sales Letter to help you get started. If you need additional help or more examples check.

Insurance Sales Letter Samples

insurance sales letter templates


Are you looking for life insurance letter templates? Below are few ideas we gathered from around internet and we hope it will give you ideas about life insurance letter templates

Life Insurance Proceeds Letter Template With Sample

Insurance Cancellation Letter Template Sample

Authorization Letter Sample Receive Documents Life Insurance

Life Insurance Prospecting Letter Samples Amazing Prospecting And

Write Letter Cancel Policy Insurer Requesting Cancellation Life

Letter Of Cancellation Template Cablo Commongroundsapex Co

Insurance Letter Templates Software

Life Insurance Denial Appeal Letter In Medical Claim Appeal Letter

Insurance Policy Cancellation Letter Template Collection

How To Write A Letter To Cancel Life Insurance Policy With Insurance

Life Insurance Policy Template Freewebtemplate Us

Whole Life Insurance Life Insurance Prospecting Letter Sample

Download Your Life Insurance Sales Letter Template

Insurance Letter Template Cablo Commongroundsapex Co

Insurance Sales Letters Free Sample Letter Jeffrey Dobkin

Sample Letter For Pending Cancellation Of Life Insurance Policy

Top 10 New York Life Insurance Cover Letter Samples

Claim Letter Writing Lawyer Information Portal Project Claims

Insurance Letter Template Design Templates

Insurance Policy Cancellation Letter Template Examples Letter

Sample Insurance Cancellation Letter Lovetoknow

Life Insurance Agent Cover Letter Insurance Broker Resume Sample

At Will Employee Termination Letter Life Insurance Cancellation

How To Sell Life Insurance To A Generation That Doesn T Plan Ahead

Template Letter Life Insurance Application Archives Montacasa Co

Steps To Write Insurance Policy Cancellation Letter 2016 Youtube

Life Insurance Claim Letter Format New Car Insurance Cancellation

Insurance Cancellation Template Life Insurance Cancellation Letter

Insurance Cancellation Template Therapy Policy Request Form Inside

Life Insurance Letter Template Highendflavors Co

Job Description For Life Insurance Agent Broker Letter Of

Insurance Claim Denial Letter Templates Business Template Ideas

Get Best S Of Medical Appeal Letters Examples Medical Of Download

Letter Template Insurance Company Valid Letter Template Requesting

Download Free Dental Insurance Appeal Letter Template Templates Of

Life Insurance Appeal Letter Sample Letterjdi Org

How To Write A Letter Cancel Life Insurance Policy Health Agreement

Life Insurance Death Claim Letter Format Promotion Request Letter

Life Insurance Policy Template Appily Co

How To Type A Donation Letter Azulnaranja Co

Insurance Cancellation Letter Insurance Cancellation Letter

Insurance Invoice Template 6 Insurance Invoice Template Life

Life Insurance Policy Document Template Policies List Pogovorim Info

How To Write A Life Insurance Claim Letter With Sample

Insurance Cancellation Letter Template Luxury Proof Health Insurance

Life Insurance Executive Resume Example Customer Service Cover

Life Insurance Template

Car Insurance Cancellation Letter Example Life Sample To Bank Cover

Cancellation Policy Template Life Insurance Letter Free Car

Surety Letter Template Surety Bond Claim Letter Sample Introduction

Proof Of Health Insurance Letter Template Sample Medical Cover No

Insurance Letter Template

Cancellation Letter Of An Insurance New Template Letter Guarantor

Proposal Letter Sample For Insurance New The Proposal Quotes

Top 10 New York Life Insurance Cover Letter Samples

Insurance Letter Templates Life Insurance Proceeds Letter Template

Life Insurance Resume Samples And Cover Letter Sample

Policy Cancellation Template Awesome Membership Letter Life

How To Write How To Write Insurance Claim Letter Fresh 6 Sample

Sample Appeal Letter For College Admission Luxury Cover Format

Elegant Insurance Certificate Luxury Auto Questionnaire Template Car

Life Insurance Agent Cover Letter Elnours Com

Life Insurance Denial Appeal Letter Incredible Sample Proof Health

Life Insurance Death Claim Letter Format Plaint Letter To Insurance

Social Security Award Letter Sample Pdf Life Insurance Corporation

Life Insurance Letter Template Highendflavors Co

Life Insurance Template

Cancellation Policy Template Life Insurance Letter Templates Design

Template Life Insurance Letter Template Behavior Specialist Cover

Insurance Agent Cover Letter Sample Resume Companion

6 Insurance Denial Letter Template Life Insurance Letter Within

Gallery Of Credit Enhancement Credit Enhancement Insurance Bonding

Pin By Latifah On Example Resume Cv Pinterest Health Insurance

Individual Sponsorship Letter Life Insurance Template Sales Sample

Charitable Donation Letter Template Tax Receipt How To For Sports

Intercompany Loan Agreement Inspirational Personal Loan Agreement

Life Insurance Policy Template Insurance Letter Templates Software

Blue Cross Medicare Advantage Appeal Form Beautiful Insurance Claim

Life Insurance Policy Template Appily Co

Metlife Direct Life Insurance Sample Letter To Life Insurance

Insurance Cancellation Template Life Insurance Cancellation Letter

Insurance Renewal Letter Template Employee Policy Change Samples

Life Insurance Policy Template Cancellation Letter Request Form Free

Life Insurance Policy Template Policies Record Sheet Summary Presentat

Insurance Cancellation Letter Template Uk Canada Auto Sample Car

Life Insurance Template Download Free Dental Insurance Appeal Letter

Life Insurance Template Sample Letter To Cancel Life Insurance Life

Cancellation Policy Template Life Insurance Letter Personal Trainer

Submit Life Insurance Prospecting Letter Sample Form Templates

Benefits Consultant Cover Letter Life Insurance Cancellation Letter

Appeal Form Template Appeal Letter Format Template Fresh Life

Insurance Denial Letter Template

Insurance Policy Template Word

Disability Insurance Appeal Letter Template Com Insurance Denial

Insurance Policy Cancellation Letter Template How To Write A Cancel

Car Gift Letter Template Beluqua Info

Appeal Letter For Life Insurance Claim Denial Letterjdi Org

Insurance Letter Template

Proof Of Health Insurance Letter Template

Insurance Denial Letter Template And Free Letter Of Intent Template


WATCH THE VIDEO ON THEME: Sales Letter Templates
change of service letter
Sample letter to government authority
congratulations on arrival of baby girl
Congratulations for your new appointment
speech presentation examples
Cancel service email template
my warm greetings to you
Thanking a person for a job well done

Life Insurance Prospecting Letter Samples!

insurance sales letter templates

SAMPLE LETTER

[Senders Name]
[Address line]
[State, ZIP Code]

[Letter Date]

[Recipients Name]
[Address line]
[State, ZIP Code]

[Subject: Normally bold, summarizes the intention of the letter] -Optional-


Dear [Recipients Name],

Getting a life insurance policy for your children while they are still you can probably turn out to be one of the best decisions you have ever made in your life. Children are treasures, and they should be treated as such. It is important especially in today's ever-changing world to be able to provide whatever you can to ensure their future.

We at Brown Insurance are conscious of these facts, and we always aim to do our best in providing families with the best life insurance packages out in the market today.

To find out how to avail of our low-cost, high-quality life insurance packages, just dial our toll-free number 777-7777 today. We are looking forward to keeping your children's future filled with bright possibilities.

Sincerely,

[Senders Name]
[Senders Title] -Optional-

[Enclosures: number] - Optional -
cc: [Name of copy recipient] - Optional -

Sample sales letter to sell life insurance for children.

Further things to consider when writing direct marketing letters to consumers

Direct Marketing Letters

Direct marketing letters are letters written to persuade the recipients to purchase products or services in the absence of salespersons. If drafted correctly, direct marketing letters can be one of the most effective marketing tools for your business. They have been used by businesses to cut the cost of advertising and to inform their loyal customers about discounts and special offers. In most cases, they usually advertise single service or product line, especially one that is considered to generate great profit to the business. Direct marketing letters allow you to reach prospective customers and generate business.

Direct marketing letters should be sweet and to the point. Begin the letter with a provocative idea that captures the recipient's attention and makes him/her want to keep reading. Clearly state the top benefits of the product or service you are selling, giving practical and real life examples. If necessary, include testimonials from customers who have used the product or service. Write in a conversational style and use short paragraphs. Use an active voice too and interesting phrases that encourage the recipient to continue reading. Conclude the letter with a strong statement or argument that compels the recipient to respond or take the necessary action.

Letters to Consumers

Letters to consumers are letters sent to people who purchase goods and services in retail for their own use. These could be response letters from companies to respond to claims, requests, or queries from consumers. They could also be inform letters to notify consumers of the best products on the market or about the termination of a previously offered service. Letters to consumers are formal and are usually printed on the company letterhead. Depending on the issue and the nature of the content, the letters can be addressed to specific people or generalized for all consumers.

Letters to consumers usually follow all the rules of formal letters. First, the senders' and the recipients' addresses must be well stated and placed properly in the letter. Then, the subject of the letter must be clearly stated so that the recipient can quickly know what the letter is about even before he/she reads it. When it comes to the content, be concise but thoroughly discuss the subject. Mention any action the recipient is supposed to take and why this is important. If there are any enclosures, explain them briefly in the letter. Close the letter with your name, signature, and job title.

These articles may interest you

Increase your close rate using these 15 sales follow-up email templates and learn how to build a process that keeps your prospects engaged.

Sample Letters-Marketing and Selling

insurance sales letter templates

Can a simple life insurance prospecting letter generate a flood of leads for your agency? The short answer is no. But you may be able to generate a few new clients from a letter if it’s sent to the right list.

There’s an old saying (I’m paraphrasing), ‘I don’t know one way to get 100 new clients in the door. But I do know ten ways to get one’.

Combine a direct mail with your other online and offline marketing strategies and you will get a steady trickle of prospects.

If you have a list of clients who know you or if you are fortunate to have permission to mail to another professionals list (CPA, Financial Planner, Broker etc), then a modeling and mailing letter like this may help you generate life insurance leads.

Life Insurance Prospecting Letter Sample #1.

June 13, 2024

Recipients Name
Recipients street address
City, State, Zip

Dear Recipients Name,

No one knows what the future holds.

If something happened to you today, do you have enough insurance to cover your mortgage, your child’s college education and all of your expenses?

All of our lives are constantly changing. Each change can affect our financial situation and our insurance needs. There are people that depend on you. Life insurance coverage is one investment you can make now to protect your family’s assets and their future financial stability.

I can help you determine what makes sense today in one, short phone call. I will follow up with you soon. My goal is to protect each and every one of my clients with a tailor-made policy that perfectly suits their current needs. Life insurance can’t replace you but it can give your family they money they will need.

I think you and your loved ones deserve the peace of mind good coverage can afford.

Best wishes,

Agent Name
Agency Name
XXX Street
City, State ZIP
Website | Email
Phone | Fax

Term Life Insurance Lead Generation Letter Sample #2.

Now — for as little as 49¢ a day* — you can have as much as $250,000 of term life insurance to protect your loved ones!

And if you contact us right now, you can receive either of
these two helpful, eye-opening planning guides, FREE…
• How to Pay for Your Child’s College Education Without Going into Debt
• How to Retire Before You’re 60 and Live by the Beach (or Wherever You Like)
But that’s not all…

Dear Name,

Do you have enough life insurance? Enough to pay your “final expenses” and provide for your loved ones for three to five years?

Most people don’t. Because they think they can’t afford the premiums. Well, if you’re one of them, here’s good news…

*If you’re age 25, a non-smoker, and in good health, you may qualify for a$250,000 term life policy for only $177 a year—an average of just 49¢ a day!

Or, if you’re older than 25, or prefer some other benefit amount, we canhelp you find just what you’re looking for—at the lowest available rates!

Our rate quotes are likely to be significantly lower than what you’d getfrom any “captive” agent—even if he or she is a relative! Here’s why…

“Captive” agents are those who represent only one insurance company. And the company tells them exactly what the rates will be. Take it or leave it. We’re different. We’re licensed to represent more than 00 different insurance companies, not just one. So we’re able to search for, and find, the lowest available rates for our clients—regardless of their age, sex, health condition, smoking habits, lifestyle or anything else. What’s more, our searches are FREE and without obligation!

To find out how little it can cost you for life insurance protection—from a top-rated company— simply phone us toll-free at 1-000-000-0000 or use the form below. While you’re at it, ask about coverage for your spouse or business partner, too. And request one of the free guides listed above.

Because life is so uncertain, why not call us right now. Your loved ones will be glad you did.

Cordially.

(Name)

I remember when I was selling life insurance. The Internet was just starting to become a ‘thing’, and our agency was using direct mail to generate leads. Fortunately I didn’t have to cold prospect for leads and simply answered the phone after they dropped mail.

Those days are long over. Now people go online and fill out a form to get a life insurance quote.

My belief is that you should become a financial planner if one of the products you want to sell is life insurance because you can (and should in my opinion) as part of your overall financial plan.

It’s simply easier and less threatening to market yourself as someone who can help people pay less taxes, build wealth, and protect your assets.  

The other option is to become a multi lines insurance producer and build your book of property casualty business and then sell life insurance on the back end.

Copyright secured by Digiprove © 2017

Sharing is caring!

0shares

WATCH THE VIDEO ON THEME: How To Write A Video Sales Letter: The Video Sales Letter Formula

Sample of a persuasive sales letter for Red Insurance. Sales letters to consumers . Guide, letter example, grammar checker, + letter samples.

insurance sales letter templates
Written by Shakajar
Write a comment