Meeting a potential insurance client is just the start of your sales journey. What you do next — your follow-ups — can make all the difference between closing or losing the lead.
The follow-up problem
When you’re managing dozens of active clients and new insurance leads every week, it becomes almost impossible to remember who to reach out to or what to say months later. By the time you think of checking in, they’ve probably already spoken to another agent.
Now what if your phone could remind you exactly when to follow up and what to send for every lead — and all you had to do was tap to execute each step?
Follow-Up Sequences in Privyr lets you do just that. Privyr automatically tracks your progress with every lead and reminds you as each step is due. It’ll make sure you do everything possible to win that sale, without having to type, think, or remember anything.
Here’s a practical 5-step follow-up sequence to use after meeting an insurance lead, designed to keep you top of mind and move the conversation forward. Just go to your Content tab on Privyr, and look for Sequences to set it up.
Template: 5-Step Post Meetup Sequence
Feel free to customise this sequence for your own leads.
Step 1: Send Policy Recap PDF
"Hi @clientName, thanks again for meeting with me today to share more about ACME 360 Life Insurance.
Here’s the PDF summary of the policy we discussed today.
If you have further questions, let me know anytime. Have a great day!"
⏰ Time Delay: Wait 1 day
Step 2: Send Follow-Up
"Hi @clientName, have you had time to consider our ACME 360 plan?
One of the best parts is the critical illness coverage that pays out a lump sum, directly to you, to use however you need. This means you can focus on recovery, not bills, if the unexpected happens.
Would you like more info or more time to think about it? I’m here to help. 🙌
"
⏰ Time Delay: Wait 2 days
Step 3: Contact via WhatsApp Call
– Ask if they’ve reviewed the PDF
– Address any questions or objections
– Confirm their next step or decision
⏰ Time Delay: Wait 3 days
Step 4: Send Limited Offer
"Hi @clientName, in case you’re still considering ACME 360 Life Insurance, we’re running a limited-time offer.
Your first month’s premium is waived if you finalise your new policy by end of the month. This is a great opportunity to get your coverage started and save a bit upfront.
Would you like me to reserve a time for you to secure this?"
⏰ Time Delay: Wait 5 days
Step 5: Send Final Follow-Up
"Hi @clientName, just following up one last time on the ACME 360 Life Insurance policy summary I sent over.
My goal is to make sure you and your family get the right coverage as discussed.
Is this something you’d like to move forward with? If now isn’t the right time, just let me know so I can check in at a better moment. 🙂"
And if they’re still not responsive, add them to a Quarterly Check-In Sequence for long term nurture.
Why this sequence works
This 5-step sequence works because it:
- Strengthens relationships right after the meetup
- Keeps you top of mind with timely, consistent follow-ups
- Creates urgency through limited-time offers
Top-performing insurance agents who use systematic follow-up sequences like this one consistently close more deals than those who rely on memory and manual tracking.
Now every time after a meetup
Every meeting is a chance to turn interest into a sale — don’t let it slip away! With Privyr Sequences, you can follow up at exactly the right time with a pre-defined set of actions, so every lead gets the attention they deserve.
Stop letting hot leads go cold. Start following up effortlessly with Sequences. Try it for free on Privyr today!
