NEWSLETTER

Insurance Agent Newsletter Guide.

Newsletters build trust and drive cross sell. This guide covers topics, frequency, and how to convert readers to revenue.

AGENTS SEND NEWSLETTERS OR DO NOT

Agents Send Newsletters Or Do Not

Half of agents never send newsletters. Half send bad ones nobody opens. Newsletters done right drive cross sell.

No Send Cadence

Sporadic or never.

Low Open Rates

Generic subject lines, 15 percent opens.

No Cross Sell Tie

Newsletter and cross sell disconnected.

THE NEWSLETTER PLAYBOOK

The Newsletter Playbook

01

Monthly Cadence

12 sends per year minimum.

02

Seasonal Content

Hurricane season, winter, AEP.

03

Personal Touch

Producer name, voice, stories.

04

Cross Sell CTA

Each newsletter suggests add on coverage.

05

Segmented Send

Auto, home, life, Medicare segments.

06

Open Rate Goal

30 percent plus open rate target.

WHO THIS FITS

Who This Helps

Multi Line Agents

Cross sell heavy books.

Local Independent Agents

Community trust building.

Relationship Focused Agents

Annual review plus newsletter.

Growth Stage Agencies

Scaling retention.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Newsletter automation, segmentation, open tracking.

  • Core CRM
  • Newsletter automation
  • Segmentation
  • Open rate tracking
  • Cross sell CTA
SEE PACKAGES

Send Newsletters That Convert.

Book a 20 minute demo. We will walk through the newsletter playbook.