Email Template

The email template is a mandatory practice before closing a deal with a client. What the email does is allow the client to visually be able to follow along with you as you are explaining and go over all of the plan details.

Remember – selling over the phone limits you to just relying on how you convey the message, so this email template allows a client to see it themselves as well.

EMAIL TEMPLATE:

Hello Jim,
Attached is your #1 insurance package for you available in your state.

Network – [Network Name]

Deductible – $[X]

Doctor Visit – [X]

Specialist Visit – $[X]

Wellness – [X]

Generic RX – [X] Brand RX – $[X]

X-Rays – [X]

Blood Work – [X]

Urgent Care – [X]

Mental Health Therapy – [X]

Total Monthly Cost –$[X] /  Month

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An ADB benefit through the AMERICO carrier has also been included for your benefit and with your consent, will be billed separately from your health coverage plan.

Included are the brochures for you to view.

DOWNLOAD THE FILES BELOW AND SAVE TO COMPUTER