Email Prospecting For
Success!
(Letter Templates)
A revolutionary approach to obtaining an endless
stream of high quality prospects at the speed of light.
3rd Edition
www.emailprospectingsuccess.com
www.briantracy.com.sg
How to Use this Document
This objective of this document is to enable you to communicate quickly and effortlessly
with your clients, prospects, friends and relatives.
While most of the templates in this document can be used verbatim, it can also be
adapted to suit the occasion. Feel free to edit it where you see fit.
This document is also continually evolving. As and when you write any emails or letters,
do add on to this document so that you need not have to re-write a similar email/letter
again in the future.
It is my sincere desire to see you excel in this career. With the diligent use of the letters
contained within together with the Email Prospecting program, you will have a very
powerful relationship builder which will establish top of mind recall, customer loyalty
and great branding for your business
Best wishes
Chong Soon Onn
All rights reserved. The content of this publication, or any part thereof, may not be reproduced in any
manner whatsoever without the permission from Brian Tracy Pte Ltd
TABLE OF CONTENTS
Pg
1.
Request for Appointment with Old Friends (2)
1
2.
Request for Appointment (3)
3
3.
Confirm Appointment (1)
6
4.
Thank You for the Appointment (1)
7
5.
Prospecting for Motor Insurance (4)
8
6.
Prospecting for Medical Insurance (3)
12
7.
Prospecting for Home Insurance (2)
15
8.
Prospecting for Business Insurance (1)
17
9.
Prospecting for Family Security Insurance (2)
18
10.
Prospecting for Retirement Planning (1)
20
11.
Policy Review (2)
21
12.
Request for Referrals (1)
23
13.
Introduction to Referrals (3)
24
14.
Recruitment (2)
27
15.
Birthday Greetings (4)
29
16.
New Year Greetings (1)
33
17.
Chinese New Year Greetings (2)
34
18.
Christmas Greetings (1)
36
19.
New Contact Introduction (1)
37
20.
New Product Launch (2)
38
21.
Congratulations on Promotion (1)
40
22.
Congratulations on Marriage (1)
41
23.
Congratulations on New Baby (1)
42
24.
Get Well Soon (1)
43
25.
Disclaimers (1)
44
26.
Unsubscribe Message (1)
45
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Request for Appointment with Old Friends
Request for Appointment with Old Friends 1
Dear [NAME],
How have you been? It has been a while since we last met.
Allow me to take this opportunity to inform you that I have recently made a career switch to the
financial services industry.
I have just joined ABC Life, a company which is known throughout the Asia Pacific region for
their integrity and insurance expertise. In order to launch my career, I would like to request the
opportunity to present a wide range of financial services available to help you maximize your
savings and achieve your financial objectives.
It would indeed be great opportunity for us to catch up as well as get the latest update on the
rapidly evolving financial services available.
Do let me know when would be a good time for us to catch up.
Best wishes
[NAME]
[TITLE]
[CONTACT DETAILS]
1
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Request for Appointment with Old Friends 2
Dear [NAME],
The old adage “time flies” never seems truer than when applied to family and friends. How our
lives and families have changed through the years and continue to change on a daily basis!
We are so busy with jobs, families, and homes we tend to overlook important matters that
could affect our financial security. Just recently, I realized that I often talk with customers
regarding their financial and insurance matters, but I have not discussed it with my own family
members and friends.
Perhaps I did not want you to feel obligated, or perhaps I did not want to put you in an
uncomfortable situation if you are happy with your current agent.
However, as [family/a friend], I would be failing in my responsibility if I did not make an offer to
arrange a discussion. After all, I am first [family/a friend], then secondly, an insurance agent.
I would very much like to meet with you to discuss your insurance needs-no strings attached.
Just give me a call at [PHONE] or reply to this email, and we can set up a convenient time to
meet. I also have a Web site at [WEB ADDRESS] where you can obtain more information about
all that you can benefit as a policyholder.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
2
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Request for Appointment
Request for Appointment 1
Dear [NAME],
You might be asking yourself if life insurance is really necessary for you. The truth of the matter
is that life insurance offers a number of benefits that you may not have previously considered.
Some of these benefits include:
 Income replacement (should the breadwinner passes away) that a family will
need to survive
 Loan cancellation (including mortgages, personal or business debts)
 Children education fund
 Provision for final expenses, such as funeral costs, taxes and medical bills
 Critical illness fund.
Life insurance can be just the thing you need to ensure security and comfort for your family. As
a financial service advisor, I don't intend to sell you something you can't afford or won't be
beneficial to you. I just want to present you with your best options and the most appropriate
information; the decision to buy is up to you.
Please give me a call today at [PHONE] or visit my Web site [WEB ADDRESS] for more
information. Let's build the life insurance portfolio that is ideal for you.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
3
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Request for Appointment 2
Dear [NAME],
One of the best things about life insurance is the way that it offers something that is very hard
to find: peace of mind.
Life insurance enables you to live your life to the fullest without worrying about whether or not
your loved ones will have the financial security they need in the future. You will know with
certainty that they will be cared for and protected from any future financial difficulties that may
arise.
Financial security for one's family is an immense commitment indeed - and yet it is affordable
than most people realize. The key to acquiring this commitment and peace of mind is to design
an excellent life insurance policy that is perfectly attuned to the needs of your family.
As an established insurance agent with [YEARS] years of experience, my goal is to provide each
and every one of my clients with a customized policy that perfectly suits his or her needs.
You deserve the peace of mind that a suitable policy can afford, and so do your loved ones.
Why not visit my Web site [WEB ADDRESS] or reply to this email to discuss your options?
There's no obligation to buy. I just want to show you how I can help you to achieve your
financial objectives.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
4
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Request for Appointment 3
Dear [NAME],
Thank you for taking time out of your busy schedule to speak with me on [DATE]. I enjoyed our
conversation and look forward to speaking with you again.
As I mentioned during our call/meeting, I have [NUMBER] years of experience as a professional
insurance agent, and I believe my first duty is education. Without the proper insurance
education, policyholders often find themselves either underinsured or overinsured.
Unfortunately, this issue does not generally surface until a policyholder suffers a loss, and by
then it is too late.
I would very much appreciate the opportunity to meet in person so we can discuss and review
your insurance portfolio in more detail.
Again, thank you for your time. I am looking forward to meeting with you at your convenience.
You may reach me at [PHONE] or by email at [EMAIL]. I also have a Web site at [WEB ADDRESS]
where you can obtain even more information about all that I do as an insurance professional.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
5
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Confirm Appointment
Confirm Appointment 1
Dear [NAME],
This is just a quick reminder that our appointment is scheduled for [TIME] on [DATE] at
[LOCATION].
I appreciate the time you have set aside for me, and I am very much looking forward to our
meeting.
Should you find it necessary to reach me prior to our appointment, my number is [PHONE] or
you may email me at [EMAIL].
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
6
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Thank You for the Appointment
Thank You for the Appointment 1
Dear [NAME],
Thank you for your time on [DATE]. I understand your busy schedule, and consider the time you
spent with me an honor and a privilege.
As you gathered from our conversation, I work diligently on behalf of all my clients. Assuring
that my clients are appropriately covered is a responsibility I take very seriously. All of my
clients receive the utmost in friendly, professional, and courteous service.
It was a pleasure getting to know you better, and I look forward to a growing relationship. To
confirm, we discussed your [financial objectives], and I believe all of your questions and
concerns were addressed.
If additional questions have come to mind, please feel free to contact me. My number is
[PHONE] or you may reply to this email. Before we meet again, you may also want to review my
Web site at [WEB ADDRESS], which provides additional information about all that I provide as a
licensed insurance agent.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
7
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Prospecting for Motor Insurance
Prospecting for Motor Insurance Letter 1
Dear [NAME],
You take care of your car by making sure it is regularly maintained with oil changes, tune-ups,
tire rotation, and recommended annual maintenance. But have you missed one of the most
important annual maintenance procedures necessary to protect your vehicle? If you haven't
had an annual review of your motor insurance policy, you've overlooked a significant
component of that annual maintenance.
An annual review of your policy with an insurance professional can help ensure that you are
neither under-insured nor over-insured. You will be able to review policy options that you may
not be aware of and evaluate their costs and benefits. In addition, you will have an opportunity
to adjust your policy if you want to add inexpensive options such as coverage for towing and
rental car costs, to avoid paying these expenses out of pocket. The review also allows you to be
sure you thoroughly understand the coverage you have and get all your questions answered.
Please give me a call at [PHONE] to schedule a free, no-obligation policy review at your earliest
convenience. Chances are we will be able to save you some money and/or ensure you have the
comprehensive coverage you need without paying for options you don't need.
Regards,
[NAME]
[TITLE]
[CONTACT DETAILS]
8
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Prospecting for Motor Insurance Letter 2
Dear [NAME],
Although motor insurance is one of those investments we make while hoping we never have to
use it, it's a safety net you don't want to drive without. Carrying too little coverage can result in
your paying significant out-of-pocket expenses, perhaps for many years.
We all hope never to be one of those statistics, but some accidents can cost as much as a million
dollars or more in a settlement. On the other hand, when adding to your motor insurance
policy, the more coverage you purchase, the less expensive it becomes; that is, your cost goes
up in small increments while your protection goes up in significantly higher proportions. And
you can decide which options you want to add to make your coverage more comprehensive.
I would love the opportunity to meet with you to discuss your current coverage, share
information with you regarding additional options you may want to consider, and answer any
questions you may have. I can assist you in ensuring you make a wise insurance investment,
since motor insurance is about much more than just repairing damage to your car! Please give
me a call at [PHONE] to schedule an appointment at your earliest convenience, to put my
experience and knowledge of the motor insurance industry to work for you.
Kind Regards,
[NAME]
[TITLE]
[CONTACT DETAILS]
9
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Prospecting for Motor Insurance Letter 3
Dear [NAME],
Are you paying too much for motor insurance? When was the last time your agent contacted
you to review your premiums and coverage? Like the majority of motor insurance policies, does
yours renew year after year with no agent contact?
I am a licensed insurance professional with [YEARS] experience providing motor insurance. I am
proud of the skills I have refined over the years and believe that my first responsibility as an
agent is to ensure my clients have the most cost-effective motor coverage available.
Many factors affect motor insurance premiums, including the type and age of the insured
vehicle, the drivers' histories, usage, drivers' ages and training, safety equipment on the vehicle,
and garage location. Even the proprietary preferences of the insurance company issuing the
policy affect the premium.
During my [YEARS] providing motor insurance, I have built a knowledge base and company
contacts that serve my clients well. Using this knowledge base and my contacts, I can tailor
motor policies to fit each client's needs and budget.
Please give me a call today at [PHONE] to schedule an appointment so that, together, we can
determine an appropriate cost and coverage.
If you have any questions, you may reach me at [PHONE] or you may email me at [EMAIL]. At
your convenience, you may also want to review my Web site at [WEB ADDRESS] where you will
find additional information about all the services I provide my clients.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
10
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Prospecting for Motor Insurance Letter 4
Dear [NAME],
When shopping for motor insurance, your primary concern is likely to be along one simple track:
how much you can save. After all, why spend more than you should in order to obtain the
savings you deserve?
If you're truly looking to save money, it's important that you work with an agent who has your
best interests at heart-and one who will go the extra mile to determine your eligibility for every
possible savings and discount.
As your agent, I'll do everything in my capacity to save you money; that's my responsibility, and I
take it very seriously. I wouldn't have made it very far in this business if I didn't rely upon the
loyalty of my customers-and I wouldn't have loyal customers if I didn't give 110% to each and
every person.
If you're tired of empty promises from motor insurance agents and companies, and would like to
start saving on your policy right away, I encourage you to contact me today. You deserve the
best-and that's what I'm here to provide!
Give me a call at [PHONE] or visit my Web site [WEB ADDRESS] and let's start saving money
today!
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
11
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Prospecting for Medical Insurance
Prospecting for Medical Insurance Letter 1
Dear [NAME],
Accidents can come out of nowhere and change our lives in the blink of an eye. In addition to
recuperation and recovery, mounting medical costs and the inability to work can be financially
devastating.
An affordable disability insurance plan is an important tool to protect your family in the event of
temporary or long-term disability. Please give me a call at [PHONE] to schedule an appointment
to review the plans our company offers. This will allow me to discuss the benefits and costs of
the plans we have available and to answer any questions you may have.
Making a knowledgeable decision about disability insurance now can help make a difficult
situation less overwhelming in the event of a disabling accident. Rather than being distracted by
uncovered medical costs and the effect of the disability on your ability to provide for your
family, you can focus your time and energy on recovery.
Our Web site, [WEB ADDRESS], provides additional information and an overview of our plans
and services. I look forward to meeting with you.
Respectfully,
[NAME]
[TITLE]
[CONTACT DETAILS]
12
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Prospecting for Medical Insurance Letter 2
Dear [NAME],
A medical emergency can happen in the blink of an eye, and the costs can be overwhelming. If a
medical emergency or illness strikes you or your loved ones, having good health insurance can
make a difficult situation less challenging.
To make a good decision in regard to health coverage, you need to understand your choices. I
will discuss each plan with you, the benefits and costs, and you will fully understand each one so
that you can make a knowledgeable decision.
Please visit my Web site at [WEB ADDRESS] or call me at [PHONE] to learn more about our
health insurance plans that will protect you and your family during medical emergencies that
can happen when you least expect them.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
13
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Prospecting for Medical Insurance Letter 3
Dear [NAME],
If you find yourself paying high insurance premiums for a plan with benefits you don't use, or if
your insurance plan doesn't cover the benefits you do need, it may be time to review your policy
with an insurance professional. A health insurance plan “check-up” can help you determine
whether there may be other plan options to better meet your needs.
I am an insurance agent with [COMPANY NAME] and can help you evaluate a variety of
affordable plans. With the variety of plans we offer, it is no longer necessary to settle for a onesize-fits-all health insurance plan. Together we can choose the plan that most closely matches
your needs; including providing benefits for the medical care you need at a reasonable price.
Tailoring your coverage to your age, gender, and health care needs allows you to avoid paying
for benefits you don't need while assuring coverage for the benefits and services you choose to
include in your plan.
Please reply to this email to schedule an appointment to discuss how [COMPANY NAME] can
serve you. I look forward to hearing from you soon.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
14
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Prospecting for Home Insurance
Prospecting for Home Insurance Letter 1
Dear [NAME],
Are you prepared for unforeseen circumstances that can affect the safety, security, and
appearance of your home-including fire, flooding, and any number of other sudden
misfortunes? These things can and do occur, and usually at the most inconvenient of times.
While we may not be able to predict the unexpected, having a contingency plan and a solid
homeowner's insurance policy in place can offer a great deal of comfort. My job is to present
you with the best policy for your situation, and then to be there when you need me.
Laying a foundation of security for your home is a simple but important task that can save you
thousands of dollars in the event of an emergency, and can offer you unparalleled peace of
mind.
As your agent, I want to make sure that your home is protected.
Please call me today at [PHONE] to schedule an appointment to discuss your insurance needs. I
look forward to serving as your homeowner's insurance agent, and to providing you with a
lifetime of security.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
15
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Prospecting for Home Insurance Letter 2
Dear [NAME],
Are you paying too much for your homeowner's insurance? Is it difficult to make your premium
payments? Alternatively, is the cost of your homeowner's insurance included in your mortgage?
If so, do you realize that reducing your homeowner's premium might reduce your monthly
mortgage payment?
There are so many factors influencing homeowner's premiums: loss histories, locations, the type
of policy-even roofing material and, in some cases, the family pets.
Please give me a call today at [PHONE] to schedule an appointment so that, together, we can
determine the appropriate cost and coverage for you and your family.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
16
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Prospecting for Business Insurance
Prospecting for Business Insurance Letter 1
Dear [NAME],
When we think of life insurance, most of us think of policies purchased to protect our family's
financial future in the event of our death. But for business owners, life insurance policies can be
beneficial in avoiding the financial burdens that could result from the death of a partner or key
employee.
Two types of life insurance policies can be particularly important-business continuation policies
and “key man” policies. Insuring business owners or partners with a business continuation
policy can help to pay outstanding debt and taxes to avoid situations that might otherwise force
the deceased owner's family or business partner to sell the business, potentially at a significant
loss. Key man policies can be used by businesses to offset the possible financial losses related to
the death of a key employee with a particular expertise.
I would be happy to meet with you to discuss your business and provide you the information
you need to determine whether either or both of these policy types could be of benefit to your
business. You've worked hard and invested a great deal of time and financial resources in
building your business. Addressing these issues now can help protect that investment by
assuring that your death, or the death of a partner or key employee, does not place family
members or surviving partners in financial turmoil.
Please call me at [PHONE] to schedule an appointment to discuss your needs. Our company
Web site, [WEB ADDRESS], also provides an overview of our insurance products and services.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
17
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Prospecting for Family Security Insurance
Prospecting for Family Security Insurance Letter 1
Dear [NAME],
It's not a popular topic for most of us, but one we all must face - the effect of our death on our
family's financial future. If you were to die prematurely, would your family be able to absorb
the loss of your income and remain financially secure? For most, the answer would be “no.”
I can help you ensure that this will never be the case for your family. The appropriate life
insurance policy in place can help to safeguard the well-being of your love ones even if
something unimaginable should happen to you; the major breadwinner for the family. Life
insurance can guarantee that your family would not have to make drastic lifestyle changes by
providing the resources to cover mortgage payments, living expenses, car payments, medical
costs, educational expenses and other living costs.
Making sure you have the right policy is very important. I am available to work with you to be
sure you have all the coverage you need, but not more than you need, to protect your family's
financial security. Please reply to this email to schedule an appointment to discuss your life
insurance needs. You may also want to visit our Web site at [WEB ADDRESS] to review our
insurance products and services.
I look forward to the opportunity to speak with you and to answer any questions you may have.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
18
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Prospecting for Family Security Insurance Letter 2
Dear [NAME],
If something happens to you, will your family's future be at risk? While we all assume we have
long, healthy lives ahead, the reality is that untoward things do happen from time to time; even
to people who lead decent lives.
Many cost-effective options are available to protect your family's security, and as a licensed
agent with [YEARS] experience, I have the knowledge to provide these options. Moreover, as a
family grows and income and lifestyles change, a periodic review of current policies is critical to
ensure that coverage keeps pace with those life changes.
Please give me a call today at [PHONE] or reply to this email to schedule a meeting to discuss
your life insurance needs. If you currently carry life insurance, I will be more than happy to
review your situation and confirm adequate coverage. If you do not carry life insurance, I can
show you several cost-effective plans that will provide instant security for you and your family.
If you have any questions, you may reach me at [PHONE] or you may email me at [EMAIL]. At
your convenience, you may also want to review my Web site at [WEB ADDRESS] where you will
find additional information about all the services I provide my clients.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
19
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Prospecting for Retirement Planning
Prospecting for Retirement Planning 1
Dear [Name],
While retirement planning may not seem like a popular topic for most of us, it is something that
we will confront sooner or later. The compounding effects of a proper retirement plan can make
a significant difference between a life of comfort or uncertainty.
Recently, our company has launched a plan that can help you to achieve greater financial
security and comfort for your golden years. This plan can also help to safeguard the well-being
of your love ones even if something unimaginable should happen to you; the major breadwinner
for the family.
Making sure you have the right plan in place is vitally important. I am available to work with you
to ensure you have all the necessary bases covered and with the most cost effective strategies.
Please reply to this email to schedule an appointment to discuss your retirement planning
needs.
I certainly look forward to catching up with you again.
Rgds
[NAME]
[TITLE]
[CONTACT DETAILS]
20
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Policy Review
Policy Review Letter 1
Dear [NAME],
Isn't it amazing how quickly things change? Our family grows larger or smaller over the years,
and the size of our home usually changes with it. It seems we're always renovating, moving,
upsizing, or downscaling to meet our needs. We buy new things, replace the old with the new,
or sometimes add those well-deserved little luxuries along the way.
It can be easy to forget one of the most important things to consider as our lives, property, and
assets continue to change. Your insurance coverage should change and grow with you
whenever these life events happen. Whether you've upgraded your computer, bought a new
camera, or changed neighborhoods, it may be time to review your current policy.
Do give me the opportunity to help you make those insurance decisions with a complimentary
policy review. I promise to make it as easy and convenient as possible. You can either reply to
this email or give me a call today for an appointment at [PHONE]. It could be one of the best
moves you'll make this year!
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
21
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Policy Review Letter 2
Dear [NAME],
It's hard to believe it's that time again already! That's right-we're approaching your
[ANNUAL/SEMI-ANNUAL/QUARTERLY] policy renewal date. Our records indicate that your
current policy will expire in [NUMBER] days on [DATE], unless it is scheduled to renew
automatically.
Because we value you as a [CLIENT/CUSTOMER] and policyholder, we would appreciate the
opportunity to continue serving all your [MOTORMOBILE/LIFE/ HOMEOWNER'S/HEALTH]
insurances needs. This is also a great time to discuss your coverage options and any discounts
you may be qualified to receive.
Please feel free to call me at [PHONE] any time [DAY OF THE WEEK] between the hours of
[HOURS]. We can take care of everything by telephone, or schedule an appointment to meet at
your convenience.
I hope we've done everything possible to earn your future insurance business. I look forward to
speaking with you soon, and would like say thank you again for choosing [COMPANY NAME].
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
22
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Request for Referrals
Request for Referrals 1
Dear [NAME],
It has been both a pleasure and privilege for me to work with an esteemed client like you.
Now that we have been able to establish a financial plan through mutual cooperation and
communication, I wonder if I might ask a small favour. If you have any friends, or colleagues who
may need the services of a professional insurance agent, would you mind spreading the word
about our partnership?
As you know, I offer a wide range of services, and I rely upon clients such as yourself to share
with others the positive experiences you had while working with me. After all, a customer’s
accolade is the sincerest and most effective form of advertising that an agent could hope for!
I truly value and appreciate your loyalty as a customer, and I am very grateful to have had the
opportunity to serve as your agent. I hope that you feel the same, and that you will pass on my
name to your friends, family, and colleagues.
Thank you once again for your business - and I wish you the best of luck in all your future
endeavours. Should you need anything else, please know that I am always here for you!
Best wishes,
[NAME]
[TITLE]
[CONTACT DETAILS]
P/S: I truly appreciate and value your support as a client and friend, and would be eternally
grateful if you could refer your relatives and friends so that I may provide them with the same
service standards. Thank you.
23
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Introduction to Referrals
Introduction to Referrals 1
Dear [NAME],
A mutual friend of ours, Russell Wong, suggested that I contact you.
Russell has been a long time client of mine and has been very pleased with what I have done for
his personal financial planning program and feels that you might also benefit from it too.
Do let me know if you are keen to take a look at the work that I can perform. I certainly look
forward to catching up with you.
Thank you and have a nice day.
Warmest regards
[NAME]
[TITLE]
[CONTACT DETAILS]
24
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Introduction to Referrals 2
Dear [NAME],
I recently had the pleasure of helping [NAME OF REFERRAL CONTACT] implement his/her
insurance portfolio. We had a great time working together during this process and he/she
suggested that I contact you about your own insurance program.
I am a financial services advisor with [COMPANY NAME], one of the most respected companies
in the country. [REFERRAL FIRST NAME] knows firsthand how I can value add my experience to
benefit my clients.
If I can be of any assistance, please visit my Web site at [WEB ADDRESS] or reply to this email. I
look forward to working with you!
Best wishes
[NAME]
[TITLE]
[CONTACT DETAILS]
25
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Introduction to Referrals 3
Dear [NAME],
I recently spoke with [NAME], and [he/she] asked that I get in touch with you with reference to
your insurance needs. As [NAME] probably told you, I am a licensed insurance agent with
[NUMBER] years of experience.
I would very much appreciate the opportunity to speak with you regarding your insurance plans.
There is no obligation and there will be no pressure.
You may reach me at [PHONE] or email me at [EMAIL] when it is convenient for you. I also have
a Web site at [WEB ADDRESS] where you can obtain more information about all that I do as a
professional insurance agent.
Best wishes
[NAME]
[TITLE]
[CONTACT DETAILS]
26
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Recruitment
Recruitment 1
Dear [NAME],
How have you been?
In the midst of growing my agency, I am currently looking for suitably qualified individuals to
partner me in the next phase of agency expansion.
My agency is seeking an individual whose success in his/her present occupation is being limited
for reasons beyond his/her control or is exploring an alternative career opportunity.
I am writing to you because you may be able to assist me in locating the right person to
capitalize on the opportunity that exists in our agency.
Perhaps among your business and personal friends there is someone who fits this description. If
so, can you reply to this email with the person’s email and name.
I will respect the confidence of anyone whose name you suggest.
Thank you.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
27
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Recruitment 2
Dear [NAME],
If you heard of an opportunity that would add value to the career of a family member or
someone you know, would you want to know about it?
We at (ABC Life) have such an idea!
We live in a time of tremendous changes which have left many qualified people and their
families in a challenging position. They may have been downsized and are now looking for new
career opportunity. Many of these people may not be aware of the career opportunity available
at (ABC Life) and with your help; we can assist them by exploring/considering at a company that
is growing rather than downsizing.
Please give this idea some thought and let me know if anyone comes to mind. In any event, our
intention is to help a very competent person get back to a worthy career, achieve their full
potential through a great company.
Best wishes
[NAME]
[TITLE]
[CONTACT DETAILS]
28
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Birthday Greetings
Birthday Greetings 1
Dear [NAME],
Happy Birthday in Advance!
Hope lovely surprises are coming your way
To make your Birthday a wonderful day
Smiles and laughter, joy and cheer
New happiness that stays throughout the year
Hope your birthday brings all these and more
Filling life with surprise and joys galore!
Click here for your Special Birthday Message
Best wishes
[NAME]
[TITLE]
[CONTACT DETAILS]
P/S: In view of your special day, would you also like to take the opportunity to review your
insurance policy? With every change of age, your premiums increase as well. If you are
considering upgrading your policy, now may be the best opportunity for you to do so.
29
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Birthday Greetings 2
Dear [NAME],
Happy Birthday in Advance!
On this very special day
I would like to say to you
I hope you'll always find happiness
In whatever you may do.
Click here for your Special Birthday Message
Best wishes
[NAME]
[TITLE]
[CONTACT DETAILS]
P/S: In view of your special day, would you also like to take the opportunity to review your
insurance policy? With every change of age, your premiums increase as well. If you are
considering upgrading your policy, now may be the best opportunity for you to do so.
30
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Birthday Greetings 3
Dear [NAME],
Happy Birthday in Advance!
Another candle on your cake
Well there's no need to pout
Be glad that you have strength enough
To blow them all out!
Have a happy birthday!
Click here for your Special Birthday Message
Best wishes
[NAME]
[TITLE]
[CONTACT DETAILS]
P/S: In view of your special day, would you also like to take the opportunity to review your
insurance policy? With every change of age, your premiums increase as well. If you are
considering upgrading your policy, now may be the best opportunity for you to do so.
31
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Birthday Greetings 4
Dear [NAME],
Happy Birthday in Advance!
Wishing you your happiest birthday yet
A birthday too special to ever forget.
Happy Birthday from the heart
Cause that's where all great wishes start
Have a happy birthday!
Click here for your Special Birthday Message
Best wishes
[NAME]
[TITLE]
[CONTACT DETAILS]
P/S: In view of your special day, would you also like to take the opportunity to review your
insurance policy? With every change of age, your premiums increase as well. If you are
considering upgrading your policy, now may be the best opportunity for you to do so.
32
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
New Year Greetings
Happy New Year 1
Dear [NAME],
During the busy year, we don’t always have the opportunity to express our appreciation for the
business we do together. But during the holiday season, we make sure our feelings are known.
With our sincere holiday greetings and best wishes for a successful new year come our thanks.
Your loyalty and trust in us is the foundation upon which our business stands. We pledge to do
everything in our power to maintain the standard of excellence you deserve in the coming year
and beyond.
We hope that this holiday season brings you and your family health, happiness and prosperity.
Yours sincerely
[NAME]
[TITLE]
[CONTACT DETAILS]
33
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Chinese New Year Greetings
Chinese New Year 1
Dear [NAME],
May this Lunar New Year bring many opportunities your way, to explore every joy of life and
may your resolutions for the days ahead stay firm, turning all your dreams into reality and all
your efforts into great achievements.
Yours sincerely
[NAME]
[TITLE]
[CONTACT DETAILS]
34
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Chinese New Year 2
Dear [NAME],
New Year is the time to unfold new horizons & realize new dreams, to rediscover the strength &
faith within u, to rejoice in simple pleasures & gear up 4 new challenges. Wishing u a truly
fulfilling Chinese New Year!
Yours sincerely
[NAME]
[TITLE]
[CONTACT DETAILS]
35
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Christmas Greetings
Christmas Greetings 1
May the New Year bring you a showering of Divine Grace and abundant blessings in all areas of
your lives!
And all your wishes, goals and resolutions come true in the New Year.
I wish upon the star that you get what you want and want what you get!
Have a Great 20XX!
Click here for your Special Merry Christmas Message
Merry Christmas!
[NAME]
[TITLE]
[CONTACT DETAILS]
36
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
New Contact Introduction
New Contact Introduction 1
Dear [NAME],
It was a pleasure chatting with you yesterday during the Assn of Professional Trainers event.
Thanks for taking the time and for contributing to an enjoyable conversation.
Do feel free to drop me a note if you ever require any financial planning services. I have helped
many of my clients maximize their savings and look forward to the opportunity to do the same
for you.
Thank you and have a nice day.
Warmest regards
[NAME]
[TITLE]
[CONTACT DETAILS]
37
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
New Product Launch
New Product Launch 1
Dear [NAME],
Just to inform you that my company has recently launched a new plan, Beautiful Life that
provides you with:
•
•
•
High returns and flexible coverage
Short premium paying term
Competitive rates
Let me know if you are interested. I can drop by at your office to discuss it with you.
Alternatively, you can visit www.suretopay.com.sg/beautifullife to find out more about this
plan.
In the meantime, if you know of anyone who is interested in this plan, do let me know.
Thanks.
Sincerely,
[NAME]
[TITLE]
[CONTACT DETAILS]
38
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
New Product Launch 2
Dear [NAME],
How have you been?
Currently, my company is having a promotion on one of the policies called Early Advance Care
Plus.
This plan can help to further enhance the safety and security for you and your loved ones and
prepare against the uncertainties in life.
If you sign up from now till 30 Jun 2012, you can enjoy 30% off your first-year premium.
If you are interested to find out more, please feel free to contact me at HP: 9123 4567 or reply
to this email.
Best wishes
[NAME]
[TITLE]
[CONTACT DETAILS]
39
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Congratulations on Promotion
Congratulations on Promotion 1
Dear [NAME],
Let me offer my sincere congratulations on your recent promotion. From the day I met you, I
knew you were destined for great things.
I’m so pleased that your ability has been recognized and rewarded. You must be very gratified
with your accomplishment.
I do hope that in your new position we can continue to work together.
Click here for your Special Message
Yours sincerely
[NAME]
[TITLE]
[CONTACT DETAILS]
40
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Congratulations on Marriage
Congratulations on Marriage 1
Dear [NAME],
I would like to convey my congratulations (best wishes) on your recent marriage. I was very
happy to learn of this exciting event.
Although I do not know your spouse. I have heard wonderful things about her (him).
I wish both of you a lifetime of happiness together.
Click here for your Special Message
Yours sincerely
[NAME]
[TITLE]
[CONTACT DETAILS]
41
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Congratulations on New Baby
Congratulations on New Baby 1
Dear [NAME],
Congratulations!
I was delighted to hear about the birth of your son/daughter. I can think of no more meaningful,
joyous event in life than the birth of one’s first child.
I am so very happy for you.
Click here for your Special Message
Yours sincerely
[NAME]
[TITLE]
[CONTACT DETAILS]
42
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Get Well Soon
Get Well Soon 1
Dear [N AME]
I just heard about your food poisoning incident. I was glad to learn, however, that all went well
and you are recuperating.
During your recovery period, please promise me just two things. First do not worry about the
insurance claims and paperwork. I will make sure that everything will be taken care of. And
second, get well soon!
If there is anything I can do to help, please let me know.
Wishing you a speedy recovery.
Yours sincerely
[NAME]
[TITLE]
[CONTACT DETAILS]
43
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Disclaimers
Disclaimer 1
DISCLAIMER: This email is confidential and privileged. If you are not the intended recipient,
please do not view, disseminate, use or copy this email. Kindly notify the sender immediately,
and delete this email from your system. Thank you.
Disclaimer 2
CONFIDENTIAL NOTE: The information contained in this email is intended only for the use of the
individual or entity named above and may contain information that is privileged, confidential
and exempt from disclosure under applicable law. If the reader of this message is not the
intended recipient, you are hereby notified that any dissemination, distribution or copying of
this communication is strictly prohibited. If you have received this message in error, please
immediately notify the sender and delete the mail. Thank you.
44
www.emailprospectingsuccess.com
Letter Templates
"Back to Content Page"
Unsubscribe Messages
Unsubscribe Message 1
P/S: I do apologize if this email has intruded into your privacy. Please advise if you do not wish
to receive further reminders of the abovementioned program. Thanks!
45