When did you last look at your policies? New episode on the once-a-year check-in most people skip.
Sample work — illustrative example, not a real client.
Insurance agency / SAMPLE WEEK
Example: Marlowbrook Insurance Agency
A weekly email for clients, plus a blog post and social posts, from the podcast episode the agency owner already records.
The source recording
One 25-minute episode of the agency's own podcast, "Ep. 62: The once-a-year policy check-in most people skip." Nothing else was needed from the agency.
Your life changed this year. Has your policy caught up?
ILLUSTRATIVE QUOTE CARD / Marlowbrook Insurance Agency
01 / NEWSLETTER
The once-a-year check-in most people skip
Subject: The once-a-year check-in most people skip
Preview text: Three questions to ask before your next renewal.
Hi there,
On this week's episode, our agency owner Renee talked about the review most people put off: a once-a-year look at their policies.
Her point is simple. Policies get set up for the life you had at the time. A new car, a home project, a new driver in the house or a side business can all change what you need, and nobody updates it for you.
Three questions before your next renewal. Did anything big change at home this year? Did anyone new start driving? Are you running any work out of the house?
If you answered yes to any of them, reply to this email and we'll set up a short review. It's part of what we do for clients, and there's no cost to talk.
Talk soon,
Renee and the Marlowbrook agents
This is general information, not advice about your specific coverage. Coverage depends on your policy and your state.
02 / BLOG EXCERPT
The once-a-year policy check-in most people skip
Most people look at their insurance twice: when they buy it and when they need it. In between, life keeps changing, and the policy stays the same.
On our podcast, Renee's advice was to pick one time each year, often right before renewal, and ask what changed. A new vehicle, a renovation, a teenage driver or a home business are the usual reasons a policy no longer fits.
You don't need to know the answers yourself. Bring the questions to your agent, and you'll find the full episode on our site.
03 / SOCIAL POSTS
Four ways to keep the conversation going.
04 / GRAPHICS (GROWTH + GRAPHICS)
The same week, as branded graphics.
On the Growth + Graphics, the same episode also becomes 3-5 graphics a week in your colors: quote cards, a carousel and a blog header.
- An episode card with the agency's own logo and the episode title
- A checklist card: "Three questions before your next renewal"
- A quote card in the agency's own colors: "Your life changed this year. Has your policy caught up?"
Illustrative sample for a fictional insurance agency. The owner's name is an example; real issues use only the agency's own details. No rates, premiums, savings claims, carrier comparisons or client stories, and every issue is reviewed by the agency before it goes out.
Want one like this from your own business? Call or text (307) 445-5700, or send an episode.