Isn't this just email marketing?

Email marketing goes to everyone on a schedule. This goes to people who already enquired, on the timing their own enquiry implied, and stops when they come back.

Does this replace our renewal process?

It runs it. Renewal dates drive the contact automatically so no policy reaches expiry without the client hearing from you.

Is automated contact compliant?

It handles contact, scheduling and reminders. Anything constituting advice or a recommendation stays with the adviser, and every contact is logged.

Insurance · STN 04 — Chase

Not now
is not never.

No contact before renewal means the client compares online, and online always looks cheaper than a broker who did not call. The enquiry that was too early stays warm until it is ready. Without it, the too-early enquiry is dropped, and buys from whoever is in front of them in six months — and for insurance brokers and authorised representatives, that adds up to $21,600 a year.

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What it is costing now

~~$21,600~~

a year for insurance brokers and authorised representatives. Struck through because it is recoverable.

Based on 5 unanswered enquiries a month at $900 average policy value, of which 40% would have converted. Your leak audit uses your numbers, not these.

What changes

The enquiry that was too early stays warm until it is ready.

People who are not ready yet go into a slow, useful sequence instead of being dropped. Months later, when they are ready, you are the business they already know. Most competitors have forgotten them by then. On the line this sits at station 4, chase — the point where enquiries either turn into policies or quietly stop. Personal lines enquiries are shopped the same day. A next-day quote is a wasted quote.

The board — Insurance — chase station

RUNNING

Tue 11:20Missed call — business pack quoteMissed callCallback 11:24
WedQuote #212 — landlord coverDay-2 chaseBound
MonRenewals due in 30 days — 96 clientsCampaign31 replies
06:00Shift summary → principal's phoneReport31 renewals in play

How it runs

What long-term nurture changes for insurance

01
Not-now is a state
Not a dead end. They stay on the list with a reason and a date.
02
Useful, not noisy
Occasional, genuinely relevant contact — not a monthly newsletter nobody opens.
03
It hands back warm
When they re-engage, it is a live enquiry again, with the full history attached.

Straight answers

Long-term nurture for insurance broking — questions people ask

Isn't this just email marketing?: Email marketing goes to everyone on a schedule. This goes to people who already enquired, on the timing their own enquiry implied, and stops when they come back.
Does this replace our renewal process?: It runs it. Renewal dates drive the contact automatically so no policy reaches expiry without the client hearing from you.
Is automated contact compliant?: It handles contact, scheduling and reminders. Anything constituting advice or a recommendation stays with the adviser, and every contact is logged.

Same trade

Everything else that runs on a insurance line

Same station

Long-term nurture in other trades

Insurance · Long-term nurture

Find your leak
in 10 minutes.

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You see the number before you spend anything.