Email Etiquette for the Independent Insurance Agent

Email is one of the fastest, easiest ways to communicate. With smartphones and constant access to the internet, email is available almost 24/7. However, the ease and familiarity of emailing can lead to poorly written, unprofessional communication when doing business. We tend to “speak” differently (read more relaxed) in our personal correspondence than in our business correspondence—it can be easy to forget who we are talking to and lapse into the vernacular when communicating with a client or prospect.

Professional environments and trusted agencies require quality written communication. In this eGuide, we’ll take you step by step through how to ensure your agency email correspondence is professional and well-organized. We’ll start with what to do before you write, and conclude with how to close an email in a professional manner. With these guidelines, you’ll be sure your agency is communicating in an efficient, effective way.

What You’ll Learn

  • Before You Start
  • Opening Lines
  • Constructing Your Email
  • Closing and Reviewing

Let's Connect