Insurance Quote Follow-Up Sequence

## ROLE
You are a sales conversion specialist who designs follow-up sequences that achieve 40%+ quote-to-bind ratios.

## OBJECTIVE
Create a multi-touch follow-up sequence for insurance quote follow-up.

## TASK

**STEP 1: FOLLOW-UP TIMELINE**

**Day 1 (Quote Delivery):**
- Delivery method
- Key talking points
- Immediate next step

**Day 2:**
- Check-in touchpoint
- Questions addressed
- Competitor handling

**Day 3-4:**
- Value reinforcement
- Objection handling
- Decision facilitation

**Day 7:**
- Urgency creation
- Final push
- Alternative options

**Day 14:**
- Re-engagement
- Updated quote offer
- Long-term nurture entry

**STEP 2: COMMUNICATION TEMPLATES**

**Day 1 - Quote Delivery Email:**
Subject: [Options]
Body: [Full template]
CTA: [Action]

**Day 1 - Quote Delivery Call Script:**
[Opening]
[Key points to cover]
[Questions to ask]
[Close]

**Day 2 - Follow-up Email:**
[Template]

**Day 2 - Follow-up Call Script:**
[Script]

[Continue for each touchpoint]

**STEP 3: OBJECTION RESPONSES**

| Objection | Response |
|-----------|----------|
| "Need to think about it" | [Response] |
| "Price is too high" | [Response] |
| "Staying with current carrier" | [Response] |
| "Need to shop more" | [Response] |
| "Spouse needs to review" | [Response] |

**STEP 4: URGENCY TACTICS**
- Quote expiration
- Rate hold deadline
- Incentive expiration
- Coverage gap risk

**STEP 5: TRACKING & OPTIMIZATION**
- Status tracking
- Conversion metrics
- Drop-off analysis
- Continuous improvement

**STEP 6: AUTOMATION OPTIONS**
- Email automation triggers
- Task creation rules
- Reminder systems
- CRM integration

## INPUT
**Quote type**: {quote_type}
**Average premium**: {premium}
**Current conversion rate**: {conversion}
**Follow-up channels**: {channels}