Email Templates

Hi [First Name], I just tried reaching you by phone — I work with Lamb Insurance and specialize specifically in insurance for [industry type] organizations. I had a quick question about your current coverage before your next renewal. We work exclusively in the nonprofit and social services space, so we tend to find things that generalist brokers miss. If you have a moment, I'd love to connect. You can reach me at [phone] or just reply here. Best, [Your Name] Lamb Insurance [Phone] | [Email]

Hi [First Name], Great speaking with you just now. As promised, here's a quick overview of what we do at Lamb Insurance. We specialize exclusively in nonprofits and social services organizations — it's all we do. That focus means we have: - Direct relationships with carriers who specifically underwrite your industry (Church Mutual, USLI, Great American, Chubb, Hartford, Philadelphia) - An in-house placement team that handles the whole submission process for you - Deep knowledge of the specific exposures your organization faces Most importantly, we operate as a service — we write loss runs letters, help with applications, and do the heavy lifting so you can focus on your mission. Your policy renews in [month] — I'd love to do a quick comparison before then. If you're open to it, just forward your current policy to [email] and I'll take it from there. Even just the dec page is a good starting point. Happy to answer any questions. Best, [Your Name] Lamb Insurance [Phone] | [Email]

Hi [First Name], Just following up on my email from [day]. Wanted to make sure it didn't get buried. I know your time is limited — this would take less than 5 minutes on your end. If you're open to a quick comparison before your renewal, just forward your current policy and I'll do the rest. Or if now's not the right time, just let me know when to circle back. [Your Name] Lamb Insurance | [Phone]

Hi [First Name], Looking forward to our call on [day] at [time]. On my end I'll cover: - What makes Lamb different from a standard broker - How we specifically serve [industry type] organizations - What our process looks like from first call to placement If you want to get the most out of the call, feel free to pull your current policy beforehand — but no pressure, we can work from scratch too. Talk soon, [Your Name] Lamb Insurance [Phone] | [Email] P.S. — Feel free to invite anyone else from your team who deals with insurance. The more context we have, the better we can help.

Hi [First Name], Thanks for being open to this — I'll make it as easy as possible on your end. To get started on a comparison, the most helpful thing is a copy of your full current policy. If that's hard to track down, even just the declarations page (dec page) gives me what I need to pull a preliminary quote. You can just forward it as a PDF reply to this email. Once I have it, I'll: 1. Review your current coverage against your actual exposures 2. Identify any gaps or limits that look off 3. Pull a comparison through our carrier markets 4. Come back to you with a side-by-side No commitment required — if we can't do better, I'll tell you straight. Thanks again, [Your Name] Lamb Insurance [Phone] | [Email]

Hi [First Name], Thank you for sending over your policy — I've had a chance to review it and I'm already seeing some areas worth discussing. The next step is getting your loss runs — this is just a record of any claims you've had over the last few years. Carriers require this to give us an accurate quote. Here's the good news: I handle all of this for you. I'll draft a loss runs request letter addressed to your current carrier. All I need is your signature, and I'll send it on your behalf. Your current carrier is required to respond. I'll have the letter ready for you by [date]. I'll send it over as a PDF — you can sign digitally or print and scan, whichever is easier. Any questions, just let me know. [Your Name] Lamb Insurance [Phone] | [Email]

Hi [First Name], I've attached your coverage comparison. Here's a quick summary of what we found: Current coverage: [brief summary — carrier, premium, key coverages] What we're recommending: [brief summary — carrier, premium, key improvements] The main differences worth highlighting: - [Gap or improvement #1] - [Gap or improvement #2] - [Gap or improvement #3] The short version: we can get you [better coverage / same coverage for less / both] through [carrier], with the added benefit of our team handling the entire submission and onboarding process for you. I'd love to walk you through this on a quick call — it's easier to explain side-by-side. Are you free [day] or [day] this week? [Your Name] Lamb Insurance [Phone] | [Email]

Hi [First Name], Just checking in on the comparison I sent over. Did you get a chance to look at it? Happy to answer any questions or walk through it together — sometimes it's easier to talk through than read line by line. Would [day] or [day] work for a quick 15-minute call? [Your Name] Lamb Insurance | [Phone]