Volume 02 · Operator's Series

12 HTML email templates for insurance agents.

Mobile-responsive HTML emails for the 12 highest-frequency emails you send — welcomes, the 60/30/15/3-day renewal cycle, claims, cross-sells, win-backs, referral requests. Drop into any CRM. Send.

12Templates
6Workflows
HTMLSource
$49One-time
Get the Pack $49
Instant download · Works with GHL, ActiveCampaign, listmonk, Mailchimp · Lifetime access
InsuranceAgentKit
The Operator's Volume 02
The Email
Template
Pack.
12 mobile-responsive HTML emails. Drop into any CRM. Built on Cerberus + Mailgun foundations.
12
Templates
6
Workflows
2026
Edition
What's Inside

12 templates across 6 agent workflows.

Every template includes the live HTML source, a "where to paste" guide, customization notes, and a list of placeholders to swap. Built on the Cerberus + Mailgun open-source foundations that render correctly in every major email client.

01

Welcome New Client

After binding — set expectations + claim line

02

60-Day Renewal Reminder

First soft touch before the renewal cycle

03

30-Day Renewal (with Rate Change)

Rate-change context if applicable

04

15-Day Renewal Reminder

Final easy-action touch

05

3-Day Final Renewal Notice

Last call before auto-renew

06

Claim Opened

Within 4 hours of FNOL — the moment of truth

07

Claim Status Update

Mid-claim keep-warm

08

Claim Resolved

Post-payment + retention pivot

09

Cross-Sell — Auto to Home

30 days post-auto bind

10

Cross-Sell — Home to Umbrella

60 days post-home bind

11

Win-Back / Lapse Recovery

30-day post-lapse reactivation

12

Referral Request

7-14 days after binding new client

Sample — 1 of 12

See the welcome template free.

This is template #1 from the pack, rendered as it would appear in a buyer's inbox. The other 11 follow the same standard.

TEMPLATE 01WELCOME
Welcome New Client
Send within 24 hours of binding the policy
[Agency Name]

Welcome, [First Name].

I'm glad you chose [Agency Name] for your [policy type]. Quick rundown of what happens next so nothing surprises you.

  • Your policy documents are attached. Save them somewhere you'll find them in a year.
  • Your renewal date is [Renewal Date]. I'll start the renewal review 60 days before then.
  • If you ever need to file a claim, call me directly first at [Phone] — I'll walk you through it.

No more emails from me unless something specific comes up. I'm here when you need me.

One small ask: if you know anyone shopping for [policy type], I'd love a quick intro. Most of my new clients come from referrals like that.

— [Your Name]
[Agency Name] · [Phone] · [Email]

That's 1 of 12. The other 11 cover the entire renewal cycle, claims communication, cross-sells, win-backs, and the referral request. Each comes with the full HTML source you paste into your CRM.
What You Get

Drop-in HTML. Yours forever.

A clean PDF with all 12 templates, their HTML source, and customization notes. Copy. Paste. Send.

✓

12 HTML templates

Inline CSS, mobile-responsive, renders correctly in Gmail, Outlook, Apple Mail, Yahoo.

✓

Works with any CRM

GoHighLevel, ActiveCampaign, Agent CRM, listmonk, Mailchimp, Klaviyo — anything that accepts custom HTML.

✓

Bracketed placeholders

Every [First Name], [Renewal Date], [Carrier] is bracketed. Swap with your CRM's merge tags in 60 seconds per template.

✓

Customization guide

Each template has a "where to paste" guide for the major CRMs + a list of color/brand swaps to make.

✓

Built on open foundations

Cerberus (MIT, by Ted Goas) + Mailgun's Apache 2.0 templates. The structural HTML is battle-tested.

✓

One-time payment

$49. No subscription. Use the templates forever, customize freely for your agency.

Who This Is For

If you send these emails, you need these templates.

P&C agents writing renewals manually

The 60/30/15/3-day cycle alone saves 4+ hours per renewal period and stops clients from shopping out at renewal.

Agencies onboarding CSRs

Drop the templates into your CRM once. Your CSRs handle every client touch without copywriting from scratch.

Agents starting their email marketing

If your current emails are plain-text from your AMS, these templates instantly upgrade you to "this guy looks professional."

Questions

What people ask before they buy.

What format do I get?

A single IAK-branded PDF containing all 12 templates with rendered previews, the full HTML source for each, and customization notes. You copy the HTML straight from the document.

Will they work in my CRM?

Yes for any CRM that accepts custom HTML emails: GoHighLevel, ActiveCampaign, Agent CRM, listmonk, Mailchimp, Klaviyo, MailerLite, ConvertKit. The templates use inline CSS — no external dependencies.

Will they render correctly in Outlook?

Yes. Built on Cerberus, which is the open-source standard for cross-client email compatibility. Tested in Gmail, Outlook (desktop + web), Apple Mail, Yahoo, and mobile clients.

Can I edit them and resell them as part of my service?

Use them freely in your own agency's email marketing. Don't redistribute them as your own product or include them in a course you sell.

Do you offer setup support?

No. You get the PDF, you own it. Each template has paste-in instructions for the major CRMs. If you can do find-and-replace in a text editor, you can use these.

Refunds?

Within 7 days, no questions asked.

12 templates. $49.

One PDF. Copy-paste-ready HTML. Drop into any CRM. Stops clients from shopping at renewal. Pays for itself with one retained policy.

Get the Pack $49
Instant download · Lifetime access · 7-day refund window