Insurance · STN 04 — Chase
Every quote
chased down.
No contact before renewal means the client compares online, and online always looks cheaper than a broker who did not call. Sent is not the same as answered. Every open quote gets followed until it is one or the other. Without it, a year of quotes sent and never followed up, sitting in a folder as unanswered maybes — 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
Sent is not the same as answered. Every open quote gets followed until it is one or the other.
Every quote you send is followed up on day 2, day 5 and day 9 — automatically, in your voice, until you get a yes or a no. Most quotes are not lost to price. They are lost to silence, because following up feels like nagging and Friday never comes. 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 quote follow-up on day 2, 5 and 9 changes for insurance
01
The quote goes out
However you send it — the follow-up schedule starts the moment it does.
02
Day 2
A short check that it arrived and made sense.
03
Day 5
A nudge that answers the objection this kind of job usually stalls on.
04
Day 9
A straight close: still interested, or should we release the slot.
05
It stops on an answer
A reply ends the sequence immediately. Nobody gets chased after they have replied.
Straight answers
Quote follow-up on day 2, 5 and 9 for insurance broking — questions people ask
- I don't want to hassle people.
- Three messages over nine days is not hassling — it is the amount of follow-up that separates a business that gets an answer from one that guesses. It stops the moment they reply either way.
- 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
Database reactivation
Booked work from people who already know you. No new ad spend.
90-second speed to lead
Most jobs go to whoever replies first. This makes that you, every time.
Long-term nurture
The enquiry that was too early stays warm until it is ready.
Missed-call text-back
A text goes out before the voicemail beep would have finished.
Straight-to-calendar booking
Qualified enquiries land in your calendar. No phone tag, no back and forth.
The pipeline board
Every open enquiry, what stage it is at, and what happens to it next.
Same station
Quote follow-up on day 2, 5 and 9 in other trades
Insurance · Quote follow-up
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free leak audit · 10 minutes · no login