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How to Effectively Email Your Insurance Clients

What to do, and what not to do

There are many different ways to write an email, but when you’re drafting a note to a current or potential business client, being professional, courteous, and effective is a must. 

You must create an email that not only gets your point across but also conveys the tone and meaning you are looking for. 

When an email is not properly written or is written poorly, it can have the opposite effect from what you are looking for. Improperly drafted emails can cost you clients and money.

Make Sure Your Message is Clear - Medicare Insurance Agent

Make Sure Your Message is Clear

What makes a good email to a potential or current beneficiary? Some of the markers of a good email are that they are compact yet fully informative. 

The goal is to be compact, yet fully informative.

The last thing you want is your reader to open a lengthy email from you and merely skim the content because of its length, or not read it at all. 

One way to make sure your intended recipient reads your missive is to stick to a clear purpose for your message. 

When you have a specific goal in mind, keeping your message on track is much easier.

There will always be times when you need to send a great deal of information to a client such as Medicare coverage and plan details, and can’t easily pare it down. 

The best way to go about a good email experience such as this is to make sure this information is almost the entirety of your message. 

Keep the greeting short and sweet, and if you need to check in on your client, do it in a separate email. 

Don’t forget to take care to follow all pertinent Medicare guidelines on compliance as well.

Your Tone Sets the Mood for Your Email - Medicare broker

Your Tone Sets the Mood for Your Email

The tone of your email should be dependent on the recipient of your email, and the content within.

If you’re just checking in on your contact, there isn’t anything wrong with a jovial and pleasant tone to make sure your client is relaxed. 

If you’re reaching out to a new contact, a more professional reserved tone is better indicated so you can come across as proficient yet friendly. 

The correct use of punctuation such as exclamation points can set a light-hearted tone for your email, but overuse can make you sound trivial and juvenile, so take care.

Email Formatting is Key

Just like an essay or a book, there is a rather conventional format for emails as well. 

In general, an email will contain a pleasant salutation, a body section with  the information you wish to impart, and a closing accolade.

It’s rather like a conversation you would have in person. You greet the other person, talk for a bit, then say farewell. 

When you follow this email format, it makes the message you’re trying to convey much easier to digest, creates a great flow from beginning to end, and helps promote comprehension and absorption of the content.

If you are sending an email to a potential client, it can be helpful to include a few bullet points in the main section of your email, to sum up, your offered deals or services, and can even be a great way to introduce links to webpages where they can do more research on their own. 

Bullet points can even be used when writing to someone who is already your contact when you are listing items you need from them, or tasks to complete. 

Something else that should not be overlooked is a good subject line for your email. 

A subject line that is to the point and clear can make your email stand out from the rest in their inbox.

A great way to discern which types of subject lines will work for you is to look in your inbox. 

Figure out which subject lines jump out at you, and take cues from them for writing your own. 

Spelling and Grammar Always Matter - Insurance Agents

Spelling and Grammar Always Matter

One of the biggest turn-offs in an email for many people is errors in spelling and grammar. 

These simple missteps can greatly harm your client or potential client’s opinion of you in their eyes.

Spelling and grammar mistakes not only make you look rushed, or worse, poorly educated, but can also quite literally cost you money. 

Prospective clients and lead generation can be lost before you even begin when they see these errors.

To convey your trustworthiness, utilize the spelling and grammar checkers that are built into almost every email client. 

When you see a blue or red line under a word or phrase, don’t just ignore it. Those lines are there to draw attention to possible mistakes in your writing and could save you a ton of money.

Proofreading Is A Key To Success​ - Medicare Insurance

Proofreading is a Key to Success

Once you’ve finished typing your email masterpiece, don’t just instantly hit send. 

Take the time to double back and carefully proofread what you’ve written, and if your email client has a spelling and grammar check function, make sure you use it as well. 

Sometimes you may use a word that is spelled correctly but doesn’t fit with the context of your email, or you’re using the wrong variant of a word. Oftentimes words such as there, their, and they’re are confused, as well as your and you’re. 

There are other sets of words that can be easily confused, but these are some of the biggest offenders.

A well-done proofreading job can not only bring you in more clients and profits but can also help you save face.

Another thing you should look for when going through your email a second time is to make sure that the format, tone, and clearness of your email are what you are looking for.

It’s easy to slip into a tone that is too formal or too lax when writing a longer email, and the final proofread will help you catch that and other writing errors. 

Templates are Your Friend

Lastly, if you are short on time, or just need a little assistance in your email writing, templates are a wonderful resource to help you put across exactly what you’re looking to say. 

There are often several templates that are generic thank yous, follow-up emails, and other great tools for your email writing. 

They can cut down on how much time you spend writing, and give you some great ideas on how to compose the rest of your emails, as well. 

You can even set up your generic templates with some email clients so you don’t have to open an entire email over and over again. 

Best Email Practice for Medicare Beneficiaries Conclusion

Some of the tips mentioned above may seem like common sense, but no one is immune from making a mistake or two from time to time, especially in our fly-by-night culture.

 It is a definite probability that your clients and contacts are judging you by your emails, as it’s often the main way you communicate with them. 

When you use these tools in writing your messages to your clients, you’re already leaps and bounds ahead of the rest of the field. 

This in turn can help you not only pad your reputation but increase your business and profitability!  

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