Generate a 3-Email Renewal Reminder Sequence

Free tools:ChatGPT, Claude, Gemini
Time:2 minutes
Difficulty:Beginner

What You'll Get

Three ready-to-use renewal reminder emails — at 60 days, 30 days, and 7 days before the policy renewal date — that you can save as templates and reuse for any client.

The Prompt

Copy and paste this
Write a 3-email renewal reminder sequence for a [auto/home/commercial] insurance client. Email 1 at 60 days: heads-up, offer to review coverage. Email 2 at 30 days: check in, invite questions. Email 3 at 7 days: final reminder. Friendly, professional. Under 120 words each. Include [Name] and [Renewal Date] as placeholders.

Tips

Save these as templates in your AMS or Gmail drafts so you only customize the placeholders each time. Generate separate sequences for auto, home, and commercial clients — the conversation starters at 60 days are quite different for each.