Turn Your Insurance Podcast Into a Weekly Client Email

Why a weekly email works for insurance agencies

Clients call the agent they remember

When something changes, like a new car, a new home, a teenage driver or a new business, people call whoever comes to mind first. A short, useful note each week keeps your name there between renewals.

Email doesn't depend on an algorithm

Social reach rises and falls, and a helpful post can disappear from a feed in a day. An email reaches everyone who asked to hear from you, on your schedule.

Each episode is already the material

One episode usually holds a clear explanation, a common mistake and a question clients keep asking. Someone just needs to pull out the main point and write it down plainly, in your voice.

What goes in each email

Keep each email short, about 300 to 500 words:

• One idea from the episode, stated in a plain first sentence.
• One thing a reader can do this week, such as check a document, note a date or reply with a question.
• A link to the full episode.
• A simple way to reach you for a review.
• The disclosures and small print your agency and carriers require.

A 6-week email plan for insurance agencies

1. Week 1: The once-a-year check-in. Turn an episode about policy reviews into a short note on when a review makes sense and what to have ready.
2. Week 2: A term explained. Pick one word clients often mix up, like deductible or liability limit, and explain it in plain language, in general terms.
3. Week 3: A guest's best point. If you interviewed a claims adjuster, a lender or another local professional, share their single most useful idea and credit them.
4. Week 4: A question clients ask. Answer one thing people often ask, with a reminder that the details depend on their own policy.
5. Week 5: Life changes to tell your agent about. Share a short list of moments when people should give you a call.
6. Week 6: A simple invitation. Recap the last few ideas and invite readers to book a review or reply with a question.

Agencies that serve businesses can use the same plan: swap the household examples for questions owners ask about their commercial coverage.

How to make it in about 10 minutes a week

You don't need to write. Send the link to this week's episode, and the email, a blog version and a few social posts can be written from what you actually said. If you skip a week, a short voice memo or a quick phone interview works just as well: someone asks a few questions and the email is written from your answers.

Pre-send checklist

• ☐You've read it and it sounds like you, not a template.
• ☐It explains coverage in general terms and doesn't promise that any specific loss is covered.
• ☐There are no quoted rates, premiums or savings figures unless you've confirmed them and your rules allow them.
• ☐No client is named or their claim described unless they clearly agreed.
• ☐It meets your state's insurance advertising rules, and any carrier or agency approval your marketing needs.
• ☐Medicare and other specially regulated lines get the extra review their rules require before anything goes out.
• ☐Dates, links and guest names are correct.
• ☐The email has an unsubscribe link, and everyone on the list asked to hear from you or has an existing relationship with you that your local email rules allow.

See an example

Want to see what this looks like? See our insurance agency example for a full week of content made from one episode, read our financial advisor guide for a close cousin of this plan, or follow our podcast to newsletter guide for the full process.