Campaign Overview
Target Audience
Insurance Agency Owners & Principals
Sequence Length
5
emails over 14 days
Goal
Book Discovery Call
CTA
Schedule a Call
Who This Targets
Insurance agency owners, managing directors, office managers, and operations leads at independent agencies, brokerages, and carrier offices across the U.S. These decision makers are drowning in admin work — renewals, policy checks, claims follow-ups, client onboarding — and need affordable help without hiring full-time staff locally.
Email 1 — The Opener (Day 1)
Version A — Direct Pain PointSubject: Your team is spending 20+ hours/week on renewals
Preview: There's a faster way to handle the admin work drowning your agency...
Hi {{first_name}},
Quick question — how many hours does your team spend each week just processing renewals, following up on claims, and chasing down policy documents?
For most agencies your size, the answer is 20+ hours. That's half a full-time employee buried in admin instead of selling.
We place trained virtual assistants with insurance agencies across the country. They handle:
- Policy renewals and re-marketing
- Certificate of insurance requests
- Claims follow-up and documentation
- Client onboarding and data entry
- Carrier submissions and quoting
Our VAs start at a fraction of the cost of a local hire, and most agencies see their admin backlog cleared within the first 2 weeks.
Worth a 15-minute call to see if this fits your agency?
{{your_calendar_link}}
Best,
{{sender_name}}
Unleash Your Team
unleashyourteam.net
Subject: How {{similar_agency}} cut admin costs by 60%
Preview: Other insurance agencies already figured this out...
Hi {{first_name}},
A mid-size P&C agency came to us last year with the same problem most agencies have — too much admin, not enough producers.
Within 30 days, their dedicated VA was handling all renewals, COI requests, claims follow-ups, and client onboarding. Their licensed agents went back to selling full-time.
The result: 60% reduction in admin costs and a producer who closed $180K in new premium that quarter.
We recruit and place virtual assistants trained specifically for insurance operations. No job boards, no training on your end — we handle the sourcing, vetting, and onboarding.
Would it make sense to jump on a quick call this week?
{{your_calendar_link}}
Best,
{{sender_name}}
Unleash Your Team
Email 2 — The Value Add (Day 3)
Subject: 7 tasks your VA should be handling (not your CSRs)
Preview: Free up your licensed staff to sell, not push paper...
Hi {{first_name}},
Following up — wanted to share the 7 most common tasks insurance agencies hand off to our VAs on day one:
1. Policy renewal processing and remarketing
2. Certificate of insurance issuance
3. Claims follow-up calls and status updates
4. New client welcome packets and onboarding forms
5. Carrier quoting and submission prep
6. AMS data entry and file management (Applied Epic, Hawksoft, AMS360)
7. Appointment scheduling and calendar management
Every hour your CSRs or producers spend on these tasks is an hour they're not selling or servicing high-value accounts.
Our VAs work your hours, in your systems, and report directly to your team. Rates start at a fraction of what you'd pay locally.
Still open to a quick 15-minute intro call?
{{your_calendar_link}}
{{sender_name}}
Email 3 — The Objection Killer (Day 6)
Subject: "But can a VA really handle insurance work?"
Preview: It's the #1 question we get. Here's the honest answer...
Hi {{first_name}},
The most common question we get from agency owners:
"Can a virtual assistant really handle insurance-specific work?"
Fair question. Here's our honest answer:
Yes — because we don't send you a general VA. We recruit professionals with insurance industry experience, then train them on your specific AMS, workflows, and carrier requirements before they start.
Our VAs currently work in:
- Applied Epic, Hawksoft, AMS360, QQCatalyst, NowCerts
- Carrier portals (Progressive, Travelers, Hartford, Nationwide, etc.)
- ACORD forms and submission processes
They're not learning insurance on your dime. They come ready.
And if it doesn't work out in the first 30 days, we replace them at no additional cost.
Would a quick call make sense so I can walk you through exactly how the placement works?
{{your_calendar_link}}
{{sender_name}}
Email 4 — The Urgency Nudge (Day 10)
Subject: Renewal season is coming — is your team ready?
Preview: Most agencies scramble. Yours doesn't have to.
Hi {{first_name}},
Renewal season hits hard every year, and most agencies deal with it the same way — overtime, missed follow-ups, and stressed-out CSRs.
This year could be different.
Imagine having a dedicated assistant who:
- Pre-processes every renewal 60 days out
- Runs remarketing quotes across your carrier panel
- Sends renewal packets to clients automatically
- Follows up on outstanding documents and signatures
That's what our VAs do for agencies just like yours — every single day.
The agencies that plan ahead don't scramble. They grow.
Let's chat for 15 minutes this week. I'll show you exactly how we'd set this up for {{company_name}}.
{{your_calendar_link}}
{{sender_name}}
Email 5 — The Breakup (Day 14)
Subject: Closing the loop, {{first_name}}
Preview: Last note from me — leaving the door open...
Hi {{first_name}},
I've reached out a few times and haven't heard back, so I'll keep this short.
If offloading your agency's admin work to a dedicated, insurance-trained virtual assistant isn't a priority right now, I completely understand.
But if it ever becomes one — whether it's renewal season pressure, a CSR quitting, or just wanting your producers to sell more — we're here.
Our VAs are placed within 2 weeks, trained on your systems, and cost a fraction of a local hire.
This is my last email, but the door is always open.
{{your_calendar_link}}
All the best,
{{sender_name}}
Unleash Your Team
1-888-882-0830
unleashyourteam.net
Drip Sequence Timeline
1
Day 1 — The Opener: Introduce the pain point (admin overload) and the solution. Two A/B variants provided. Use Version A for cold lists, Version B when you have any social proof or case study data.
2
Day 3 — Value Add: Provide concrete, actionable value (7-task checklist). Positions UYT as knowledgeable about insurance operations. Mentions specific AMS platforms by name.
3
Day 6 — Objection Killer: Directly addresses the #1 objection (can a VA really do insurance work?) with specifics on training, platforms, carriers, and a risk-free guarantee.
4
Day 10 — Urgency Nudge: Creates timely urgency around renewal season. Paints a vision of what "prepared" looks like vs. the chaos they're used to.
5
Day 14 — The Breakup: Polite, professional close. Creates scarcity by implying this is the last touch. Leaves the door open for future conversations.
Merge Fields & Setup Notes
Required Merge Fields
- {{first_name}} — Contact's first name
- {{company_name}} — Agency name (used in Email 4)
- {{similar_agency}} — Replace with a real or anonymized case study name for Version B
- {{sender_name}} — Your name or the sales rep's name
- {{your_calendar_link}} — Calendly or booking link
Apollo.io List Criteria (Suggested)
- Job Titles: Agency Owner, Principal, Managing Director, Office Manager, Operations Manager, VP of Operations
- Industry: Insurance
- Sub-Industry: Property & Casualty, Life Insurance, Health Insurance, Insurance Brokerage
- Company Size: 5-100 employees
- Location: United States
- Exclude: Carriers, adjusters, MGA/MGU corporate offices
Sending Best Practices
- Send between 8 AM - 10 AM in the recipient's timezone (Tuesday-Thursday perform best)
- Limit to 50-75 emails/day per sending domain to protect deliverability
- Warm up the sending domain for 2 weeks before full-scale outreach
- Use a subdomain (e.g., outreach.unleashyourteam.net) to protect the primary domain
- Track opens and clicks — if Email 1 gets <15% open rate, test new subject lines
- Anyone who clicks the calendar link gets removed from the sequence automatically