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Email Templates / Signatures / Text Scripts
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- Use these signatures if you are unable to get the ones above to load.
- Use these signatures if you are unable to get the ones above to load.
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- SFConnect
Corporate Texting Guidelines
Corporate SFConnect Scripts
- PYB1 = Pay Your Bill – Late Pays 1st Reminder:
Friendly reminder that we have not received your insurance payment yet. Please call our office or pay online at http://st8.fm/sfpay.
PYB2 = Pay Your Bill – Late Pays 2nd Reminder:
REMINDER: We have not received your insurance payment yet. Please call our office or pay online at http://st8.fm/sfpay.
PYB3 = Pay Your Bill – Late Pays 3rd Reminder:
FINAL REMINDER: Your coverage has lapsed due to a nonpayment.
Please call our office or pay online at http://st8.fm/sfpay.
RETP = Returned Payments:
This is a friendly notice that your recent automatic payment was not successful.
Please call our office to make the payment — Thanks.
Payments - Mortgage Company:
We were notified that your mortgage company has not paid your insurance premium yet this year. Please let us know if we need to make any updates on our end. If not, please call them to release the payment.
Please call our office if you have any questions. Thanks!
Payments - Lapse Warning:
FINAL REMINDER – We have not received your insurance payment yet, and coverage is about to LAPSE. Please call our office or pay online at http://st8.fm/sfpay.
- PYB1 = Pay Your Bill – Late Pays 1st Reminder:
Friendly reminder that we have not received your insurance payment yet.
Avoid a late fee - Please call our office or pay online at http://st8.fm/sfpay.
PYB2 = Pay Your Bill – Late Pays 2nd Reminder:
REMINDER - We have not received your insurance payment yet. Avoid a late fee - Please call our office or pay online at http://st8.fm/sfpay.
PYB3 = Pay Your Bill – Late Pays 3rd Reminder:
FINAL REMINDER - Your coverage has lapsed due to a nonpayment.
Please call our office or pay online at http://st8.fm/sfpay.
RETP = Returned Payments:
This is a friendly notice that your recent automatic payment was not successful. Please call our office to make the payment — Thanks. - SFCLM = Claim Info:
Your claim number is xxxxx. Auto Claims: (855) 341-8184. Fire Claims: (877) 859-1947.
ILR = Initial Loss Reporting:
Our claims reporting number is (855) 259-8568. Your policy number is xxxxxx. Please call our office if you have any questions.
SFERS = Emergency Roadside Service:
The number to Emergency Roadside Service is (877) 627-5757.
Your policy number is xxxxxx. You can also pay for service out of pocket and we can reimburse you from our office. This option may be faster than going through our 3rd party administrator.
Claims SMP Follow Up Scripts:
Day 1:
Your claim number is xxxxx. Auto Claims: (855) 341-8184. Fire Claims: (877) 859-1947.
Day 7:
We're here to help with your claim. Please call our office if you have any questions regarding your claim or call your claim team at xxxxx.
Day 30:
We hope all is going well with your claim. Please call our office if you have any questions regarding your claim. - SFMILES = Mileage Requests:
We need the odometer reading for the XXXXXXX to continue your discount. Please call our office or email XXXXXXX.
DSS - App Not Transmitting:
It looks like your Drive Safe & Save App needs to be updated to transmit data to our corporate office. Please download the app, log in, and update permissions. If you need help, please call us 24/7 at 888-559-1922 for help.
DSS - Beacon Has Shipped:
Text 1:
It looks like your Drive Safe & Save beacon has shipped! If you haven’t already, you can download the Drive Safe and Save app at https://st8.fm/DriveSafeSave.
Text 2:
To track this package, visit https://tools.usps.com/go/TrackConfirmAction_input and copy and search tracking number XXXXXXXXXXXXXXX.
DSS - Signature Required:
Please check your email for the Drive Safe & Save Enrollment form which requires your signature for the discount program. If you have any questions, please let us know.
DSS = Drive Safe & Save:
To keep your Drive Safe & Save discount, complete setup in the app. Call us 24/7 at 888-559-1922 for help.
DSSODM = Drive Safe & Save Odometer:
This is a friendly reminder to report your odometer on the XXXXXXXX through the Drive Safe & Save App or reply to this text and we can take care of it. If you need help, please call (888) 559-1922. App Download: https://st8.fm/DriveSafeSave
DSSODM2 = Drive Safe & Save Odometer:
Reminder - We still need an updated odometer reading on the XXXXXXXX. Log into your Drive Safe and Save app to report your odometer reading or reply to this text and we’ll take care of it. If you need help, please call (888) 559-1922. App Download: https://st8.fm/DriveSafeSave
DSS = Drive Safe & Save Set Up:
We received notice that you haven’t completed the Drive Safe & Save initial set up! If this isn’t completed you will lose your discount! We have sent you an email with the instructions or watch this video https://www.youtube.com/watch?v=iA9LQTuOPXM. Start by downloading the app: https://st8.fm/DriveSafeSave.
DSS2 = Drive Safe & Save Set Up:
REMINDER - We received notice that you haven’t completed the Drive Safe & Save initial set up! If this isn’t completed you will lose your discount! We have sent you an email with the instructions or watch this video https://www.youtube.com/watch?v=iA9LQTuOPXM. Start by downloading the app: https://st8.fm/DriveSafeSave.
DSS3 = Drive Safe & Save Set Up:
FINAL REMINDER - We received notice that you haven’t completed the Drive Safe & Save initial set up! If this isn’t completed you will lose your discount! We have sent you an email with the instructions or watch this video https://www.youtube.com/watch?v=iA9LQTuOPXM. Start by downloading the app: https://st8.fm/DriveSafeSave.
DSS - Drive Safe & Save Lost Discount:
You’ve lost the initial Drive Safe & Save discount, but you are still eligible. Please reply to let us know if you want re-enroll, but you’ll need to download the app and pair the beacon to get the discount. https://st8.fm/DriveSafeSave
DYM = Did you move?:
Did you move? We received returned mail - Please call our office to let us know your correct mailing address.
CCINFO = Credit Card Info:
Please call/text us to update the expiration date on your credit card, or update online at www.statefarm.com - ESIG = Electronic Signature:
Please check your email for forms that require your electronic signature. Please click the link, log on, and sign ASAP. Thanks!
REJ1 = Forms Request 1st Reminder:
Please check your email for forms that require your signature. Please call our office if you have any questions.
REJ2 = Forms Request 2nd Reminder:
Reminder - Please check your email for forms that require your signature. Please call our office if you have any questions.
REJ3 = Forms Request 3rd Reminder:
Final Reminder - This is the final reminder that we need your signature form(s) to confirm your auto insurance coverage. Please call our office if you have any questions.
GSD1 = Good Student Discount - Initial:
This is a friendly reminder that we need a report card or transcript for the Good Student Discount for XXXXXXX. Please email to our office.
GSD2 = Good Student Discount - Recertification:
It's that time of year when we need a report card or transcript for the Good Student Discount for XXXXXXX. Please email to our office.
Forms - Steer Clear Discount:
I just emailed you the Certification Form for the Steer Clear Discount for XXXXXXX. Please email our office. More info: https://www.statefarm.com/insurance/auto/discounts/steer-clear.
Forms - SFPP ESignature:
Please check your email for a link to authorize automatic payments. Please click the “Authorize Now” link and sign ASAP. Thanks!
Forms - Regular Monthly Notice:
I wanted to send you a quick heads up that your monthly payment plan is no longer enabled for automatic payments. I can resend the authorization form via email, drop in the mail, or even enable e-signature for you to sign. Just let me know your preference or you can call our office if you have any questions.
Forms - PIP Selection:
It’s that time of year when we need an updated PIP coverage form. Please email the signed form to our office.
Forms - Drivers Training:
We have not yet received a copy of the Driver’s Training Certificate for XXXXXXXXXX. Please email or call our office ANYTIME if you have any questions. Thanks!
- Underwriting Memo - Driver Verfication:
I just sent an email to confirm if XXXXXX is a regular driver in your household. When you get a chance, please call the office because it is best not to text or email this info to our office.
Underwriting Memo - Home Alert:
It’s that time of year where we need an updated alarm certificate for the extra discount on your policy. Please email our office.
Underwriting Memo - Household Members:
Our corporate office notified us that another State Farm customer, XXXXXXXXXXX, may live at your address, but we don’t have them linked to your household. Do you live together? You can also call our office anytime if you have any questions.
Underwriting Memo - License Verification:
Please call the office with your driver’s license - the one we have on file came back as invalid. It is best not to text or email this info to our office.
Underwriting Memo - Mortgagee Update:
We were notified that your mortgage may have been paid off or the company changed. Please let us know if we need to make any updates on our end. Thanks!
Underwriting Memo - Odometer:
We need the odometer reading for the XXXXXXX to continue your discount. Please call, text, or email our office.
Underwriting Memo - Partially Suspended Auto:
Coverage on the XXXXXX has been partially suspended for several months, and our corporate office needs to know the long term plans for the vehicle. Please let me know your plans and I’ll let you know the steps we need to take. You can also call our office and we can discuss your options.
Underwriting Memo - PLUP Renewals:
Your umbrella policy is renewing, and I need to confirm 1) Is the XXXX policy is still insured with XXXX 2) Have there been any claims? Please text, email, or call so we can let our corporate office know.
Underwriting Memo - Proof of Residency:
We were notified by our corporate office that you will need to submit documentation for proof of your residency. Please check your email for acceptable documentation. Thanks!
Underwriting Memo - Suspended Auto:
Coverage on the XXXXXX has been suspended for several months, and our corporate office needs to know if we should keep the policy open or let it expire. Please let me know your plans and I’ll let you know the steps we need to take. You can also call our office and we can discuss your options.
Underwriting Memo - Vacancy:
I just sent you an email about the property located at XXXXXXXXXXXX. Please take a look and get back to me. If you have any questions, please call our office. Thanks!
Underwriting Memo - VIN Verification:
Please confirm the VIN for the XXXXXX. The one we have is XXXXXX. Please reply with the correct VIN number or send us a quick picture!
- Simple Conversation Invite:
I noticed your policies need some attention. Please let us know when you can come in to review them. Thanks!
Aconf = Appointment Confirmations:
We are looking forward to seeing you on XXX, at XXX. Please reply “Y” to confirm.
SFCOM = Website Support:
The phone number to internet/app support is (888) 559-1922.
W1 = Welcome Text 1 of 3
Welcome to our agency! Please save our contact card so you will always know how to reach us.
W2 = Welcome Text 2 of 3:
Attach your digital contact card
W3 = Welcome Text 3 of 3:
Access your policies & ID cards by downloading the State Farm Mobile App. https://andu5.app.goo.gl/Lr7u
RReq = Google Review Request:
STATE FARM: How was your experience with from our office? Please leave a 5 Star Review for our agency on our Google Business Listing: insert link here.
IDCard = ID Cards:
Here is the link to request ID Cards on demand: https://apps.statefarm.com/lite-auth/view-insurance-card
- ID Cards through NECHO
XXXXXXXXX,
Good News! Due to overwhelming demand, we’ve enabled you to access your ID cards through your smartphone! I’ve attached a temporary one to this email, and I will also have our corporate office mail you a new permanent one.
There are a few key coverages that we recommend everybody in XXXXXX has on their insurance; if you do not see these items on your ID card, please let me know if you are interested.
DWG: This means we cover windshield chip repairs and replacements at no charge to you. (averages $5/mo)
R1: This means we provide you a rental car during a covered loss. (averages $2/mo)
ERS: This means we provide Emergency Roadside Service for tows, flat tires, and dead batteries. (averages $1/mo)
I have enabled you to review your accounts online at www.statefarm.com where you can access your ID cards on the website or through the State Farm Mobile App. Our corporate office just emailed you a link to set up your username and password.
State Farm Mobile App (link works for both Apple & Android):
https://andu5.app.goo.gl/8KTE
If you have any questions, or if you need assistance, please call or text our office at (xxx) xxx-xxxx.
Thank you,
- ID Cards through NECHO (Already Enabled)
XXXXXXXXX,
Good News! Due to overwhelming demand, we’ve enabled you to access your ID cards through your smartphone! I’ve attached a temporary one to this email, and I will also have our corporate office mail you a new permanent one.
There are a few key coverages that we recommend everybody in XXXXXX has on their insurance; if you do not see these items on your ID card, please let me know if you are interested.
DWG: This means we cover windshield chip repairs and replacements at no charge to you. (averages $5/mo)
R1: This means we provide you a rental car during a covered loss. (averages $2/mo)
ERS: This means we provide Emergency Roadside Service for tows, flat tires, and dead batteries. (averages $1/mo)
More Good News! You are already enabled to review your accounts online at www.statefarm.com, and you can access your ID cards on the website or through the State Farm Mobile App. If you forget your user name or your password, you can reach our website support at (888) 559-1922 option 0, option 1.
State Farm Mobile App (link works for both Apple & Android):
https://andu5.app.goo.gl/8KTE
If you have any questions, or if you need assistance, please call or text our office at (xxx) xxx-xxxx.
Thank you,
- ID Cards through NECHO (1st Renewal)
XXXXXXXXX,
Thank you for your business! Our corporate office has mailed you a set of ID cards for your next renewal, and I’ve attached a PDF to this email for your records. A lot of times, our clients may not have downloaded the State Farm Mobile app to access the ID cards on their phone, so we wanted to be proactive to make sure you have what you need.
There are a few key coverages that we recommend everybody in XXXXXX has on their insurance; if you do not see these items on your ID card, please let me know if you are interested.
DWG: This means we cover windshield chip repairs and replacements at no charge to you. (averages $5/mo)
R1: This means we provide you a rental car during a covered loss. (averages $2/mo)
ERS: This means we provide Emergency Roadside Service for tows, flat tires, and dead batteries. (averages $1/mo)
More Good News! You are already enabled to review your accounts online at www.statefarm.com, and you can access your ID cards on the website or through the State Farm Mobile App. If you forget your user name or your password, you can reach our website support at (888) 559-1922 option 0, option 1.
State Farm Mobile App (link works for both Apple & Android):
https://andu5.app.goo.gl/8KTE
If you have any questions, or if you need assistance, please call or text our office at (xxx) xxx-xxxx.
Thank you,
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Email us if you are missing the SF Billing templates
- Our process has changed!
Due to the recent memo, we have adjusted our process to send U04S from ECRM for payment reminders. Please scroll to the bottom of this page for FAQs.
Send U04S from ECRM
We advise you to send the Late Payment Reminder through ECRM as the 1st step and then send a text.
Team Member Trainer Instructions
SFConnect Text Scripts
If you need something different than the text scripts below, you will need to create a custom text template directly in ECRM.
PYB1 = Pay Your Bill – Late Pays 1st Reminder:
Friendly reminder that we have not received your insurance payment yet. Please call our office or pay online at http://st8.fm/sfpay.
PYB1 = Pay Your Bill – Late Pays 1st Reminder (LATE FEE):
Friendly reminder that we have not received your insurance payment yet.
Avoid a late fee - Please call our office or pay online at http://st8.fm/sfpay.
PYB2 = Pay Your Bill – Late Pays 2nd Reminder:
REMINDER: We have not received your insurance payment yet. Please call our office or pay online at http://st8.fm/sfpay.
PYB3 = Pay Your Bill – Late Pays 3rd Reminder:
FINAL REMINDER: Your coverage has lapsed due to a nonpayment.
Please call our office or pay online at http://st8.fm/sfpay.
RETP = Returned Payments:
This is a friendly notice that your recent automatic payment was not successful.
Please call our office to make the payment — Thanks.
Payments - Mortgage Company:
We were notified that your mortgage company has not paid your insurance premium yet this year. Please let us know if we need to make any updates on our end. If not, please call them to release the payment.
Please call our office if you have any questions. Thanks!
Payments - Lapse Warning:
FINAL REMINDER – We have not received your insurance payment yet, and coverage is about to LAPSE. Please call our office or pay online at http://st8.fm/sfpay.
FAQs
Why were the late pay templates removed?
Please reference the corporate memo. Due to recent policy changes from Google and Yahoo, email senders face stricter regulations, including more robust email authentication, simplified unsubscribe options, and stricter spam complaint limits. These changes make it more challenging to comply with email guidelines for late payment reminders, and we recommend using the corporate-provided template to ensure compliance with these new rules while maintaining deliverability and security.
For more information, this is a helpful article.
Is the entire process new?
We still recommend sending emails and texts - nothing has changed there. You simply will send email U04S from ECRM instead of through Outlook. We hope you can eliminate these steps in the future by having policyholders opt into the "Insurance Bill Reminders."
Using U04S is slower. Any advice?
Yes - Opt the policyholder into "Insurance Bill Reminders" for email and text. The corporate office will then send automated reminders to them, and you won't even have to send U04S. Until you have a lot of policyholders preferences updated, send U04S and the text message above.
What about my Spanish speaking customers?
There are no corporate provided Spanish templates, so we recommend following the same process of sending U04S. Perhaps fill out the feedback exchange to request Spanish corporate approved templates.
What about the other SPEED Templates?
All Outlook email is permitted for use with customers for service-related messages that are not already sent from other areas of the enterprise. When there is not a corporate generated email available is where SPEED picks up.
Example: Does corporate send an email for Steer Clear? No - that's why we have one ready to go.
We've never had an issue with our content being compliant, and this minor change to the late pay process is further evidence that we follow the corporate guidelines.
Where do you see this headed?
We foresee more corporate generated automatic emails, and our offices sending more texts. We are already there for Drive Safe & Save - as long as you opt the policyholder into "Insurance Policy and Service Updates", they will receive automatic emails and texts for the entire DSS process from setup to reporting odometer readings. Additionally, when you receive an internet lead, corporate is already sending an email to the prospect with your contact information. These emails are personalized with your photo and office information.
If corporate increases the number of automated messages they are sending out, we will remove anything that overlaps, just like these late pay emails.
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If late fees do not apply, ignore this section
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If late fees do not apply, ignore this section
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Explanations
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Credit Card Expiration:
Use this email template when you are notified the card on file is expiring and needs to be updated.
Key Points: You are advising the customer NOT to email SPI.
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Credit Card Expiration:
Use this email template when you are notified the card on file is expiring and needs to be updated.
Key Points: You are advising the customer NOT to email SPI.
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Get the Odometer Reading!
Use this email template to ask the customer to email, text, or use the app to update their mileage.
Key Points: You've got to decide if following up on mileage is worth "poking" the customer. Corporate does a good job of badgering them to submit their mileage.
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Get the Odometer Reading!
Use this email template to ask the customer to email, text, or use the app to update their mileage.
Key Points: You've got to decide if following up on mileage is worth "poking" the customer. Corporate does a good job of badgering them to submit their mileage.
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Electronic Signature Notice:
Use this email template to notify the customer to sign their forms electronically.
Key Points: The customer must log in to their account at statefarm.com to sign. You are telling them to check the link in the email you just sent.
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Electronic Signature Notice:
Use this email template to notify the customer to sign their forms electronically.
Key Points: The customer must log in to their account at statefarm.com to sign. You are telling them to check the link in the email you just sent.
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Forms Notice:
Use these email templates to notify the customer to sign and return their forms.
Key Points: Attempts 1 & 2 are emails and texts. On the 3rd attempt, call/email/text. Use the 10 Day Formula for the next attempt.
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Forms Notice:
Use these email templates to notify the customer to sign and return their forms.
Key Points: Attempts 1 & 2 are emails and texts. On the 3rd attempt, call/email/text. Use the 10 Day Formula for the next attempt.
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Good Student Discount:
Use these email templates to notify the customer to sign and return their forms.
Key Points: Attempts 1 & 2 are emails and texts. On the 3rd attempt, call/email/text. Use the 10 Day Formula for the next attempt.
This one addresses the objection that it is the middle of the semester and grades are not available yet.
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Good Student Discount:
Use these email templates to notify the customer to sign and return their forms.
Key Points: Attempts 1 & 2 are emails and texts. On the 3rd attempt, call/email/text. Use the 10 Day Formula for the next attempt.
This one addresses the objection that it is the middle of the semester and grades are not available yet.
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Steer Clear Discount:
Use these email templates to notify the customer to sign and return their forms.
Key Points: Attempts 1 & 2 are emails and texts. On the 3rd attempt, call/email/text. Use the 10 Day Formula for the next attempt.
This one directs people to the Steer Clear resources online, and tells them 2 ways to get us the certificate.
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Steer Clear Discount:
Use these email templates to notify the customer to sign and return their forms.
Key Points: Attempts 1 & 2 are emails and texts. On the 3rd attempt, call/email/text. Use the 10 Day Formula for the next attempt.
This one directs people to the Steer Clear resources online, and tells them 2 ways to get us the certificate.
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Team Member Notification:
Use these email templates to notify your coworker that you need to know where in the process of obtaining forms you are.
Key Points: The agent is CC'd for accountability. Once your coworker gets this a few times, you should have "beaten them into submission" and they will start leaving you good bread crumbs.
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Team Member Notification:
Use these email templates to notify your coworker that you need to know where in the process of obtaining forms you are.
Key Points: The agent is CC'd for accountability. Once your coworker gets this a few times, you should have "beaten them into submission" and they will start leaving you good bread crumbs.
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Underwriting Memo – Unassigned Driver
Look for the recent cancellation in NECHO identify who did it, and copy and paste the memo into ECRM as a task assigned to them, and "tag" them on the task.
Key Points: These typically come about because someone cancelled a policy with an assigned driver on it, and did not indicate which vehicle they need to be assigned to.
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Get out in front of this!
Use these email templates to notify your coworker that a policy has issued higher or lower than quoted.
Key Points:this is time sensitive. There is either a sales opportunity or a bomb exploding soon.
The agent is CC'd for accountability.
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Get out in front of this!
Use these email templates to notify your coworker that a policy has issued higher or lower than quoted.
Key Points:this is time sensitive. There is either a sales opportunity or a bomb exploding soon.
The agent is CC'd for accountability.
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Late Pays:
Use these email templates to notify the customer to pay their bill.
Key Points: Attempts 1 & 2 are emails and texts. On the 3rd attempt, call/email/text. Use the 10 Day Formula for the next attempt.
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Late Pays:
Use these email templates to notify the customer to pay their bill.
Key Points: Attempts 1 & 2 are emails and texts. On the 3rd attempt, call/email/text. Use the 10 Day Formula for the next attempt.
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Sale Opportunity!
Use these email templates to notify your coworker that there may be a sale opportunity.
Key Points: They may be a good prospect for a mortgage, but they are also saving money on the refinance, so we want to put the savings to good use.
The agent is CC'd for accountability.
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Sale Opportunity!
Use these email templates to notify your coworker that there may be a sale opportunity.
Key Points: They may be a good prospect for a mortgage, but they are also saving money on the refinance, so we want to put the savings to good use.
The agent is CC'd for accountability.
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Returned Payments:
Use these email templates to notify the customer of a returned payment
Key Points: This is simply updated with Email Address and First Name. Text & Email for 1st 2 attempts, Call/Email/Text on 3rd attempt. Follow the 10 Day Process.
Be aware that corporate has started notifying customers of returned payments before we ever get notified on BOD.
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Returned Payments:
Use these email templates to notify the customer of a returned payment
Key Points: This is simply updated with Email Address and First Name. Text & Email for 1st 2 attempts, Call/Email/Text on 3rd attempt. Follow the 10 Day Process.
Be aware that corporate has started notifying customers of returned payments before we ever get notified on BOD.
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Vehicle Loan - Sales Opportunity!
**No need to send this email until we are able to sell vehicle loans.**
Use these email templates to notify your coworker that there may be a sale opportunity.
Key Points: You are looking for notes in ECRM with the status of the loan.
The agent is CC'd for accountability.
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Vehicle Loan - Sales Opportunity!
**No need to send this email until we are able to sell vehicle loans.**
Use these email templates to notify your coworker that there may be a sale opportunity.
Key Points: You are looking for notes in ECRM with the status of the loan.
The agent is CC'd for accountability.
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Your State Farm Policy is on the way:
Use these email templates to notify the customer that their shiny new policy is in the mail.
Key Points: This is simply updated with Email Address and First Name.
Send this every time a policy is issued accurately, or when a change is completed. The agent is CC'd for branding.
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Your State Farm Policy is on the way:
Use these email templates to notify the customer that their shiny new policy is in the mail.
Key Points: This is simply updated with Email Address and First Name.
Send this every time a policy is issued accurately, or when a change is completed. The agent is CC'd for branding.
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State Farm Auto Paperwork!
Use these email templates to provide the customer their ID Cards, Binders, and "check the brakes."
Key Points: Send this every time you write a State to State Transfer. You will WOW the customer with how professional your office is compared to their previous state.
1st impressions are important - take the time to make this look perfect.
Remove what doesn't apply.
The agent is CC'd so they can "reply all" using their "new customer" signature.
Don't forget to start the New Customer SMP!
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State Farm Auto Paperwork!
Use these email templates to provide the customer their ID Cards, Binders, and 54 point checkup.
Key Points: Send this every time you write a State to State Transfer. You will WOW the customer with how professional your office is compared to their previous state.
1st impressions are important - take the time to make this look perfect.
Remove what doesn't apply.
The agent is CC'd so they can "reply all" using their "new customer" signature.
Don't forget to start the New Customer SMP!
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Call Confirmations: This is probably the most used email in a day.
Use these email templates to provide the customer a confirmation in writing of your discussion, as well as "check the brakes".
Key Points: Send this every time you hang up the phone. You will WOW the customer with how professional your office is, and they will not have to call in a few weeks when they get the confirmation in the mail.
Remove what doesn't apply.
The agent is CC'd for accountability.
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Call Confirmations: This is probably the most used email in a day.
Use these email templates to provide the customer a confirmation in writing of your discussion, as well as a 54 point checkup.
Key Points: Send this every time you hang up the phone. You will WOW the customer with how professional your office is, and they will not have to call in a few weeks when they get the confirmation in the mail.
Remove what doesn't apply.
The agent is CC'd for accountability.
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Defector!
Use these email templates to provide the customer a confirmation in writing of the policy cancellation.
Key Points: Make it easy for the customer to leave, and they will be more likely to come back in the future.
Start the Defector SMP.
The agent is CC'd for awareness.
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Defector!
Use these email templates to provide the customer a confirmation in writing of the policy cancellation.
Key Points: Make it easy for the customer to leave, and they will be more likely to come back in the future.
Start the Defector SMP.
The agent is CC'd for awareness.
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We want you back!
Use this email template to prime the pump for your call to the defector.
Key Points: If you did a good job in the past, and weren't a jerk when they left, the door should be wide open for a requote.
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We want you back!
Use this email template to prime the pump for your call to the defector.
Key Points: If you did a good job in the past, and weren't a jerk when they left, the door should be wide open for a requote.
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Drive Safe & Save!
Use this email template to give the customer information on how DSS works
Key Points: We use this re-actively in our office as a way to reduce their rates.
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Drive Safe & Save!
Use this email template to give the customer information on how DSS works
Key Points: We use this re-actively in our office as a way to reduce their rates.
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Glass Claims: Take care of my customer!
Use this email template to refer a glass claim to a vendor.
Key Points: Don't wait on hold. Make it a green experience for the customer.
Safelite will reach out within 30 minutes, and send you a status update.
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Glass Claims: Take care of my customer!
Use this email template to refer a glass claim to a vendor.
Key Points: Don't wait on hold. Make it a green experience for the customer.
Safelite will reach out within 30 minutes, and send you a status update.
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Nobody does an inventory!
Use this email template as part of the New Customer SMP.
Key Points: This is just an awareness email from the agency to the customer. We want to stay in front of them and let them know we are thinking about them.
As time goes on, the customer feels less of a connection to our office.
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Nobody does an inventory!
Use this email template as part of the New Customer SMP.
Key Points: This is just an awareness email from the agency to the customer. We want to stay in front of them and let them know we are thinking about them.
As time goes on, the customer feels less of a connection to our office.
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ID Cards: Green Experience!
Use this email template to send customers ID Cards.
Key Points: Don't be lazy and provide the "Have a nice day!" experience.
Take the time to "check the brakes".
The agent is CC'd so they know who is going the extra mile for the customers.
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ID Cards: Green Experience!
Use this email template to send customers ID Cards.
Key Points: Don't be lazy and provide the "Have a nice day!" experience.
Take the time to "check the brakes".
The agent is CC'd so they know who is going the extra mile for the customers.
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Flood is Not Covered!
Use this email template to send customers flood quotes/information.
Key Points: Homeowners policies do not cover floods
There is a waiting period before coverage goes in force.
If flood is a big concern in your area, we can add a custom SMP for your New Customers.
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Flood is Not Covered!
Use this email template to send customers flood quotes/information.
Key Points: Homeowners policies do not cover floods
There is a waiting period before coverage goes in force.
If flood is a big concern in your area, we can add a custom SMP for your New Customers.
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What is the safest car to buy?
Use this email template to follow up on a customer who is thinking about buying a different car, and called the office for advice.
Key Points: Links to resources online puts the responsibility on the customer.
Download/Attach the PDF of bank rates and the pivot is built in to the email.
Coaches the customers not to call on their way to the DMV with the courtesy coverage.
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What is the safest car to buy?
Use this email template to follow up on a customer who is thinking about buying a different car, and called the office for advice.
Key Points: Links to resources online puts the responsibility on the customer.
Download/Attach the PDF of bank rates and the pivot is built in to the email.
Coaches the customers not to call on their way to the DMV with the courtesy coverage.
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Rate Quote: Let's Sell Something!
Use this email template to deliver your quotes to a customer.
Key Points:Use the customer segment to give you the best possibility of making the sale.
The agent is CC'd so they know who is quoting, and what they look like.
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Rate Quote: Let's Sell Something!
Use this email template to deliver your quotes to a customer.
Key Points:Use the customer segment to give you the best possibility of making the sale.
The agent is CC'd so they know who is quoting, and what they look like.
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Receipts!
Use this email template to send customers receipts.
Key Points: Don't be lazy and provide the "Have a nice day!" experience.
Take the time to do the 54 point inspection.
The agent is CC'd so they know who is going the extra mile for the customers.
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Receipts!
Use this email template to send customers receipts.
Key Points: Don't be lazy and provide the "Have a nice day!" experience.
Take the time to do the 54 point inspection.
The agent is CC'd so they know who is going the extra mile for the customers.
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Send us a Referral or give a 5 Star Review!
Send this to every customer after a GREEN experience over the phone!
Key Points:Focus on getting 5 Star Reviews and Referrals
Send a text after EVERY good phone call!
Make this a Sticky Note: STATE FARM: How was your experience with our office? Let us know at: https://YourM2Site.com/reviews
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Send us a Referral or give a 5 Star Review!
Send this to every customer after a GREEN experience over the phone!
Key Points:Focus on getting 5 Star Reviews and Referrals
Send a text after EVERY good phone call!
Make this a Sticky Note: STATE FARM: How was your experience with our office? Let us know at: https://YourM2Site.com/reviews
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Rental Car: Pivot to the SF Credit Card!
Use this email template to make it a green experience when they call in to ask if they are covered in a rental car
Key Points: Discuss UNOC, and loss of use. This is a great opportunity to pivot to the SF Credit Card.
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Rental Car: Pivot to the SF Credit Card!
Use this email template to make it a green experience when they call in to ask if they are covered in a rental car
Key Points: Discuss UNOC, and loss of use. This is a great opportunity to pivot to the SF Credit Card.
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Safe Travels!
Use this email template to make it a green experience when they call in to ask if they are covered in a rental car in Mexico.
Key Points: 50 miles. Get the BEST coverage they can.
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Safe Travels!
Use this email template to make it a green experience when they call in to ask if they are covered in a rental car in Mexico.
Key Points: 50 miles. Get the BEST coverage they can.
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Change of Address: Sean's Favorite Template!
Use this email template to make it a green experience when they call in to change their address.
Key Points:
The cancellation is for the old policy, not the new one.
Upgrade their coverage for free.
Pivot to PAP and Short Term DI.
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Change of Address: Sean's Favorite Template!
Use this email template to make it a green experience when they call in to change their address.
Key Points:
The cancellation is for the old policy, not the new one.
Upgrade their coverage for free.
Pivot to PAP and Short Term DI.
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Almost Worthless!
Use this email template to try to get a response from a sf.com lead with no phone number.
Key Points: This is not a magic pill, but it gets 1% better responses than sending nothing.
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Almost Worthless!
Use this email template to try to get a response from a sf.com lead with no phone number.
Key Points: This is not a magic pill, but it gets 1% better responses than sending nothing.
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Look it up online!
Use this email template to direct customers to resources found online.
Key Points:This email has good information, but it doesn't come up often enough to make its own template.
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New Driver Alert!
Use this email template to follow up with parents of new teenage drivers.
Key Points: This is a great opportunity to create a GREEN experience for your policyholders.
Offer to meet with their driver for "the driving talk" - it takes a village!
Make the customer feel as if you are searching high and low for every possible discount.
Consider adding the child as named insured on the policy.
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New Driver Alert!
Use this email template to follow up with parents of new teenage drivers.
Key Points: This is a great opportunity to create a GREEN experience for your policyholders.
Offer to meet with their driver for "the driving talk" - it takes a village!
Make the customer feel as if you are searching high and low for every possible discount.
Consider adding the child as named insured on the policy.
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Let's get some Premium!
Use this email template to follow up on a Term Conversion conversation.
Key Points:There are some great resources online, as well as benefits that SF offers.
This email helps you remember to hit the key points.
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Let's get some Premium!
Use this email template to follow up on a Term Conversion conversation.
Key Points:There are some great resources online, as well as benefits that SF offers.
This email helps you remember to hit the key points.
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Don't waste your time!
Use this email template to follow up on a voicemail.
Key Points: You have given the customer a homework assignment to listen to your message.
If you can't help yourself and must leave a voicemail, follow up with this email and/or a Text.
Make it easy for the customer to respond the way they want to - email or text.
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Don't waste your time!
Use this email template to follow up on a voicemail.
Key Points: You have given the customer a homework assignment to listen to your message.
If you can't help yourself and must leave a voicemail, follow up with this email and/or a Text.
Make it easy for the customer to respond the way they want to - email or text.
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Why did my rates go up?
Use this email template to guide your conversation and to follow up on a rate increase incoming call.
Key Points: Hit em with all the reasons, and then help them up.
This is where we offer DSS re-actively.
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Why did my rates go up?
Use this email template to guide your conversation and to follow up on a rate increase incoming call.
Key Points: Hit em with all the reasons, and then help them up.
This is where we offer DSS re-actively.
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Thank you for your business!
Use this email template to reach out to your customer without asking for anything in return.
Key Points: You are reaching out (out of the blue), to tell them we appreciate their business. No request for referrals, reviews, etc.
They will appreciate the gesture, and it creates a GREEN Experience.
Start the New Customer SMP to be reminded when it is time to send.
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Thank you for your business!
Use this email template to reach out to your customer without asking for anything in return.
Key Points: You are reaching out (out of the blue), to tell them we appreciate their business. No request for referrals, reviews, etc.
They will appreciate the gesture, and it creates a GREEN Experience.
Start the New Customer SMP to be reminded when it is time to send.
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Fix your policy!
Use this email template to advise customers they do not have Backup of Sewer and Drain.
Key Points:This is a good project for a new hire. They learn to check for endorsements, make outgoing calls, and have a small sale to make.
Save this email somewhere for documentation.
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Fix your policy!
Use this email template to advise customers they do not have Backup of Sewer and Drain.
Key Points:This is a good project for a new hire. They learn to check for endorsements, make outgoing calls, and have a small sale to make.
Save this email somewhere for documentation.
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Give us a Review or Referral!
Use this email template to follow up on a meeting.
Key Points: Drive them to your SPEED Referral Website for 5 star reviews and referrals.
The "Presenter" email is more comprehensive and is sent by the person who conducted the appointment.
The "Staff" email is more generic and is sent a few weeks after the appointment.
Assign the customer to the IFR SMP to receive the automatic reminders to send the email.
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Give us a Review or Referral!
Use this email template to follow up on a meeting.
Key Points: Drive them to your SPEED Referral Website for 5 star reviews and referrals.
The "Presenter" email is more comprehensive and is sent by the person who conducted the appointment.
The "Staff" email is more generic and is sent a few weeks after the appointment.
Assign the customer to the IFR SMP to receive the automatic reminders to send the email.
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Handle your claim!
Use this email template to walk customers through the claims process.
Key Points: Use the template to guide your conversation.
Text the customer their claim information after you hang up.
Assign them to the claims SMP from SPEED Training to make follow up easy!
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Handle your claim!
Use this email template to walk customers through the claims process.
Key Points: Use the template to guide your conversation.
Text the customer their claim information after you hang up.
Assign them to the claims SMP from SPEED Training to make follow up easy!
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We've got you covered!
Use this email template to let the customer know we are thinking about them.
Key Points: Assign the customer to the New Customer SMP to receive the automatic reminders to send the email.
This will create a GREEN experience.
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We've got you covered!
Use this email template to let the customer know we are thinking about them.
Key Points: Assign the customer to the New Customer SMP to receive the automatic reminders to send the email.
This will create a GREEN experience.
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Did you move?
Use this email template to ask the customer if they moved.
Key Points: Don't waste time calling the customer. They will not answer the phone.
Send the Text Shortcut "DYM"
This is a good project for a new hire - they get experience texting and changing addresses.
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Did you move?
Use this email template to ask the customer if they moved.
Key Points: Don't waste time calling the customer. They will not answer the phone.
Send the Text Shortcut "DYM"
This is a good project for a new hire - they get experience texting and changing addresses.
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Roof Claims: Not again!
Use this email template to follow up with inquiries about roofs after a hail storm.
Key Points: Use the email to drive your conversation, and send it after you hang up.
This should make the customer feel good about the process, and should reduce the number of incoming calls over the next few weeks.
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Roof Claims: Not again!
Use this email template to follow up with inquiries about roofs after a hail storm.
Key Points: Use the email to drive your conversation, and send it after you hang up.
This should make the customer feel good about the process, and should reduce the number of incoming calls over the next few weeks.
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What kind of Roof should I get?
Use this email template to follow up with customers who have questions about roofs.
Key Points: This is a normal incoming call about types of roofs, and if there are any discounts available.
It is not meant for catastrophe calls - just generic inquiries.
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What kind of Roof should I get?
Use this email template to follow up with customers who have questions about roofs.
Key Points: This is a normal incoming call about types of roofs, and if there are any discounts available.
It is not meant for catastrophe calls - just generic inquiries.
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This is not Goodbye!
Use this email template to thank the customer for their business over the years.
Key Points: Leave the door wide open for the customer to come back in the future. Leave on good terms!
If the team started the Defector SMP, you will get reminded to send this email.
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This is not Goodbye!
Use this email template to thank the customer for their business over the years.
Key Points: Leave the door wide open for the customer to come back in the future. Leave on good terms!
If the team started the Defector SMP, you will get reminded to send this email.
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How are we doing?
Use this email template to thank the customer after 45 days of being with your agency.
Key Points: This finalizes everything and pivots to referrals and reviews.
If the team started the New Customer SMP, you will get reminded to send this email.
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How are we doing?
Use this email template to thank the customer after 45 days of being with your agency.
Key Points: This finalizes everything and pivots to referrals and reviews.
If the team started the New Customer SMP, you will get reminded to send this email.
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Replies & Forwards!
Use Outlook Signatures for things that are already in your inbox – emails you need to reply or forward with the same message.
Key Points:
You do not want to have a default signature in Outlook. This will mess up your templates and will be a time waster as you remove it from every email. You may need to change the format of the email “On Demand” from Rich Text to HTML for your images to be sized properly.
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Replies & Forwards!
Use Outlook Signatures for things that are already in your inbox – emails you need to reply or forward with the same message.
Key Points:
You do not want to have a default signature in Outlook. This will mess up your templates and will be a time waster as you remove it from every email. You may need to change the format of the email “On Demand” from Rich Text to HTML for your images to be sized properly.
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Sticky Notes are Awesome!
Use Sticky Notes as a landing spot for scripts you need to copy and paste quickly into SFConnect or another program.
Key Points:Save your Google Review link, your Digital Business Card link, and important phone numbers for easy access.
You can color coordinate your Sticky Notes to stay organized!
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Sticky Notes are Awesome!
Use Sticky Notes as a landing spot for scripts you need to copy and paste quickly into SFConnect or another program.
Key Points:Save your Google Review link, your Digital Business Card link, and important phone numbers for easy access.
You can color coordinate your Sticky Notes to stay organized!
References
Do Not Solicit
Email Marketing
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