Done right, emailing your clients can boost loyalty and even lead to increased sales over time. Email offers a direct line of communication that clients appreciate if it is done properly.
If you want to stay better connected with your clients, and perhaps pick up areas of need from them, a good email campaign is an inexpensive way to start.
Here’s how to get started with email and how to run email campaigns and efforts that get results.
Staying Compliant
First, make sure you are following the regulations that govern business-to-consumer email.
Identify yourself clearly: Use professional email addresses to contact clients and include your business name in both the subject line and email signature.
Provide an unsubscribe option: Let clients opt out of future communications with a clearly visible link.
Avoid misleading content: Your subject line and body copy should reflect the actual purpose of your email.
Respect data privacy: Only use personal information for its intended purpose and secure client data.
The CAN-SPAM Act Compliance Guide outlines best practices to ensure every email you send follows the rules, keeping both your business and your clients protected.
Email is Great for Upcoming Deadlines and Events
Health insurance often involves complex and evolving benefits, and emails can make things more simple. Emails can highlight useful policy tools, clarify recent changes, or remind clients about filing deadlines. By staying proactive with updates, you position yourself not just as an agent but as a trusted partner in their health journey.
Additionally, personal touches — like addressing clients by name or referencing past conversations — make emails feel less robotic and more engaging.
Addressing recipients by their first name grabs attention and instantly makes your email feel more relevant instead of just another generic message sitting in their inbox. But personalization goes deeper than a name. Tailor your content based on each client’s specific health insurance needs, policy status, or previous interactions with you.
Incorporating Calls-to-Action (CTAs)
The entire point of your email is to encourage action. A strong, clear call-to-action (CTA) tells your clients exactly what you want them to do next, whether it’s booking a consultation, downloading a resource, or simply replying to your message. Avoid vague phrases like “Let me know what you think.” Instead, try action-oriented text like:
“Schedule your consultation today.”
“Renew your policy before [DATE].”
“Click here to learn about coverage options.”
You can make CTAs visually stand out by using buttons with bright, contrasting colors. A sense of urgency also works wonders — words like “limited time” or “before it’s too late” can motivate clients to act promptly. Check out this guide on building effective CTAs for more tips to inspire action.
Newsletter or Occasional Email?
How often you send emails to contact clients and how complex they are will depend upon your client base and the time you have to devote to email. Perhaps you want to start small and just send a few personal notes to clients.
Or if you want to go bigger, newsletters are a great way to go. They can be packed with information and sent out on a regular schedule by using email software.
And there is no reason you can’t do both. Send out a few timely notes to certain clients and then send everyone your newsletter. There are many options.
Using email to contact clients is one of the smartest strategies for health insurance agents. It keeps communication clear, builds trust, and strengthens long-term client relationships. By consistently sharing updates, providing reminders, and sending educational content, you set yourself apart as a reliable partner.
How Pandora Insurance Can Help
Pandora Insurance partners with the major insurers in the ACA market. We have the training, commissions, and marketing support that you deserve. Enjoy these benefits when contracted with us!
- Freepre-license courses for our contracted agents
- Industry leading carrier contracting
- Federal Marketplace Certification for Affordable Care Act (ACA)
- Knowledge-based and practical training
- Partnerships with proven sales professionals
- Carriers include: ACA (Obamacare), Medicare, life and supplemental
- Commission and bonus reporting
- Bilingual support
Start today on your path to growing your business! Contact us at 305-603-7603.
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