How often has it happened that you just sent out a quote when 3 new calls come in and keep you busy for the next few hours, distracting you from following up. Mach 5 helps send out a reminder to your prospects so you can focus on those inbound conversations and building more quotes.
You choose the wording and timing of those text and email reminders, and your prospect can reply or book a time to go through the quote with you. Your team still handles the coverage questions and helps them decide how they want to proceed.
What would the reminder say?
Most of the time, you just want to make sure the quote arrived and let the prospect know you're available to talk about it. A message could say:
“Hi Alex, just checking that you received the insurance quote we sent over. Let me know if you have any questions. If you'd like to go through it together, you can use this link to find a time that works for you.”
If you haven't heard back, a later reminder could say:
“Hi Alex, I wanted to follow up and see if you're still considering the quote. If you'd like to talk through it, reply here or use our booking link to choose a time.”
These are sample messages. Your agency chooses the schedule and uses the appropriate contact permissions.
What happens when the prospect gets back to you?
Follow-up can be set to stop when someone replies, books an appointment or asks not to be contacted. Those rules are part of your agency's setup, so the reminders fit the way you want to work with prospects.
When a question comes back about a deductible, a limit or the price, your team takes the conversation from there. You also handle any specific requests for documents or coverage changes and keep the quote's status current when the prospect accepts or declines.
And if they still haven't replied?
You decide the cadence of the reminder and how long the sequence runs. Once those reminders have gone out, your team can decide whether it makes sense to reach out personally.
As you review the follow-up, look at who replied, who booked time and which quotes turned into customers. That gives you more useful feedback than simply knowing how many messages went out.
