Automation · 6 min read
Insurance Lead Follow-Up Automation: A Practical Guide
In insurance, the first agency to respond usually wins the conversation. Automated lead follow-up makes sure that's you — every time, even at 9pm on a Saturday.
The workflow starts the moment a lead arrives: an instant text, a follow-up email, and a notification to the assigned producer with a task to call. If the lead doesn't respond, the sequence continues over the next several days with a mix of text and email.
Persistence should be structured, not endless. A common pattern is daily touches for the first three days, then every few days for two weeks, then a shift into long-term nurture.
When a lead replies at any point, the automation should stop and a human should take over. Automation's job is to start conversations, not to have them.
Key takeaways
- Respond to every new lead within a minute, automatically.
- Use a structured cadence: intensive for days 1-3, steady through week 2, then nurture.
- Stop automation the moment a lead replies and hand off to a human.