INVITATION TO CONNECT:
Hey Michael, I like your vibe and I’m always
up for connecting with fellow business
owners who are doing good things in the
world
Best Regards,
[Salesperson’s first name]
MESSAGE 1: (2 days after accepting the invitation)
Thanks so much for connecting here. How
are things going? Let me know if there's
anything I can help you with.
I take an educated approach for people
responsible for their health and life
insurance. If you know anyone looking for
help or a policy review, I would appreciate
an introduction. The biggest thing I see is
that most people don’t know where to
start. They go with what’s easy, not
always best.
If there is anything I can do to help you or
your company, please let me know.
- [Salesperson’s first name]
MESSAGE 1: (2 days after accepting the invitation)
Thanks so much for connecting here. How
are things going? Let me know if there's
anything I can help you with.
I take an educated approach for people
responsible for their health and life
insurance. If you know anyone looking for
help or a policy review, I would appreciate
an introduction. The biggest thing I see is
that most people don’t know where to
start. They go with what’s easy, not
always best.
If there is anything I can do to help you or
your company, please let me know.
- [Salesperson’s first name]
MESSAGE 1: (2 days after accepting the invitation)
Thanks so much for connecting here. How
are things going? Let me know if there's
anything I can help you with.
I take an educated approach for people
responsible for their health and life
insurance. If you know anyone looking for
help or a policy review, I would appreciate
an introduction. The biggest thing I see is
that most people don’t know where to
start. They go with what’s easy, not
always best.
If there is anything I can do to help you or
your company, please let me know.
- [Salesperson’s first name]
MESSAGE 1: (2 days after accepting the invitation)
Thanks so much for connecting here. How
are things going? Let me know if there's
anything I can help you with.
I take an educated approach for people
responsible for their health and life
insurance. If you know anyone looking for
help or a policy review, I would appreciate
an introduction. The biggest thing I see is
that most people don’t know where to
start. They go with what’s easy, not
always best.
If there is anything I can do to help you or
your company, please let me know.
- [Salesperson’s first name]
MESSAGE 2: (1 week after message 1)
My agency focuses on helping individuals,
families and small business understand
their policies and review their options. We
provide 1-1 policy review and an
educational approach to understanding
their best options. Most plans have
increases over 25% this year alone on
premiums!
If you know any individuals or families that
would be a good fit, I would love an
introduction.
[Salesperson’s first name]
MESSAGE 2: (1 week after message 1)
My agency focuses on helping individuals,
families and small business understand
their policies and review their options. We
provide 1-1 policy review and an
educational approach to understanding
their best options. Most plans have
increases over 25% this year alone on
premiums!
If you know any individuals or families that
would be a good fit, I would love an
introduction.
[Salesperson’s first name]
MESSAGE 2: (1 week after message 1)
My agency focuses on helping individuals,
families and small business understand
their policies and review their options. We
provide 1-1 policy review and an
educational approach to understanding
their best options. Most plans have
increases over 25% this year alone on
premiums!
If you know any individuals or families that
would be a good fit, I would love an
introduction.
[Salesperson’s first name]
MESSAGE 2: (1 week after message 1)
My agency focuses on helping individuals,
families and small business understand
their policies and review their options. We
provide 1-1 policy review and an
educational approach to understanding
their best options. Most plans have
increases over 25% this year alone on
premiums!
If you know any individuals or families that
would be a good fit, I would love an
introduction.
[Salesperson’s first name]
MESSAGE 2: (1 month after message 2)
Love what you are doing at SalesScripter. If I
can add value to you in any way, don't hesitate
to ask.
Most people are stuck paying high insurance
premiums with high deductibles they are never
satisfying. Or worse, they pay for benefits they
don’t need and will never use. You can now get
insurance now based on income or health. I
am seeing some new options in your area with:
-Nationwide coverage (all 50 states) without a
referral
-ZERO deductible for dr visits, scripts, urgent
care, etc.
- Guaranteed rates for 24 months with no
premium increases
If there is anything we can do to help, please
let me know. - [Salesperson’s first name]
MESSAGE 2: (1 month after message 2)
Love what you are doing at SalesScripter. If I
can add value to you in any way, don't hesitate
to ask.
Most people are stuck paying high insurance
premiums with high deductibles they are never
satisfying. Or worse, they pay for benefits they
don’t need and will never use. You can now get
insurance now based on income or health. I
am seeing some new options in your area with:
-Nationwide coverage (all 50 states) without a
referral
-ZERO deductible for dr visits, scripts, urgent
care, etc.
- Guaranteed rates for 24 months with no
premium increases
If there is anything we can do to help, please
let me know. - [Salesperson’s first name]
MESSAGE 2: (1 month after message 2)
Love what you are doing at SalesScripter. If I
can add value to you in any way, don't hesitate
to ask.
Most people are stuck paying high insurance
premiums with high deductibles they are never
satisfying. Or worse, they pay for benefits they
don’t need and will never use. You can now get
insurance now based on income or health. I
am seeing some new options in your area with:
-Nationwide coverage (all 50 states) without a
referral
-ZERO deductible for dr visits, scripts, urgent
care, etc.
- Guaranteed rates for 24 months with no
premium increases
If there is anything we can do to help, please
let me know. - [Salesperson’s first name]
MESSAGE 2: (1 month after message 2)
Love what you are doing at SalesScripter. If I
can add value to you in any way, don't hesitate
to ask.
Most people are stuck paying high insurance
premiums with high deductibles they are never
satisfying. Or worse, they pay for benefits they
don’t need and will never use. You can now get
insurance now based on income or health. I
am seeing some new options in your area with:
-Nationwide coverage (all 50 states) without a
referral
-ZERO deductible for dr visits, scripts, urgent
care, etc.
- Guaranteed rates for 24 months with no
premium increases
If there is anything we can do to help, please
let me know. - [Salesperson’s first name]
PRODUCT
HEALTH INSURANCE
TARGET VALUE PAIN QUESTIONS
CUSTOMER
EXAMPLE
FEATURES
• Independent and licensed insurance
broker
• Provide access to most major
insurance carriers (National PPO
Network options)
• We take each client through a needs
and budget assessment
• Compare premiums and coverage
across numerous insurance carriers,
ensuring competitive pricing options
• Provide a custom-tailored plan to
their specific interests
• Help with both ACA and Non-ACA
options
• Can help with coverage for dental,
vision, accident, critical illness, and
IMPROVEMENTS
• Select a health insurance plan that
is the best fit for their needs at the
lowest possible price
• Clearly understand all of the
available health insurance options
• Access a wider array of health
insurance options (non-ACA
plans)
• Decrease time spent comparing
options and pricing
• Decrease costs through Non-ACA
coverage options
• Have a plan and provider that is
more flexible (can have coverage
the next day)
• Decrease the risk of not having the
CHALLENGES/CONCERNS
• Health insurance is complex with all
of the providers, plans, and prices
• Difficult to figure out which health
insurance plan is the right choice
• There are many better plans outside
of the ACA that people don’t know
about or have access to
• Time-consuming to compare health
insurance options and prices
• ACA plans can be more rigid and
difficult to work with (have to wait for
open enrollment)
• Money can be lost by either not
having the right coverage or paying
too much
PAIN QUESTIONS
• How do you feel about understanding
all of your options?
• How concerned are you about
choosing the wrong plan?
• Have you looked at any non-ACA
plans?
• Do you have enough time to compare
all of the different health insurance
options and prices?
• How do you feel about the prices on
the ACA plans?
• How important is it to have a more
flexible plan? (when do you need it to
start?)
Cold Email Campaigns
Email #1 Email #2
Delay
(1 or 2 weeks)
Email #3
Delay
(1 or 2 weeks)
Email #4
Delay
(1 or 2 weeks)
Email #5
Delay
(1 or 2 weeks)
Email #6
Delay
(1 or 2 weeks)
VALUE
POINTS
PAIN POINTS
PAIN
QUESTIONS
CUSTOMER
EXAMPLE
PRODUCT
VALUE
POINTS
VALUE
POINTS
Cold Email – Value
Subject Line: Selecting the best possible health insurance plan
Hello [Contact First Name],
The reason for the email is that I help business owners to:
• Select the best possible health insurance plan
• Clearly understand all of the available health insurance options
• Access a wider array of health insurance options (non-ACA plans)
• Decrease time spent comparing options and pricing
• Decrease costs through Non-ACA coverage options
• Have a plan and provider that is more flexible (can have coverage the next day)
• Decrease the risk of not having the right coverage or paying too much
I don't know if you want to improve those areas and that is why I am reaching out.
Are you available for a brief call where we can learn about you and can share some examples of
how we have helped business owners to select the best possible health insurance plan?
Best Regards,
Key:
Value Point
Pain Point
Pain Question
Product
Target
PAIN POINTS
Cold Email – Pain
Subject Line: Health insurance is complex with all of the providers, plans, and prices
Hello [Contact First Name],
The reason for the email is that we help business owners with the challenges of:
• Health insurance is complex with all of the providers, plans, and prices
• Difficult to figure out which health insurance plan is the right choice
• There are many better plans outside of the ACA that people don’t know about or have access to
• Time-consuming to compare health insurance options and prices
• ACA plans can be more rigid and difficult to work with (have to wait for open enrollment)
• Money can be lost by either not having the right coverage or paying too much
I don't know if you are concerned about any of those areas and that is why I am reaching out.
Are you available for a brief call where we can learn about you and can share some examples of
how we have helped business owners to select the best possible health insurance plan?
Best Regards,
Key:
Value Point
Pain Point
Pain Question
Product
Target
CUSTOMER
EXAMPLE
Cold Email – Name Drop
Subject Line: Helped to improve decision-making and cognitive performance
Hello [Contact First Name],
We worked with the owner of a distribution company and they were having difficulty figuring out
which health insurance plan to pick.
We not only helped them to select the best possible health insurance plan, but we ultimately
helped to decrease costs through Non-ACA coverage options.
I don’t know if we can help you in the same way and that is why I am reaching out.
Are you available for a brief call where we can learn about you and can share some examples
of how we have helped business owners to select the best possible health insurance plan?
Best Regards,
Key:
Value Point
Pain Point
Pain Question
Product
Target
PAIN
QUESTIONS
Cold Email – Pain Questions
Subject Line: How do you feel about understanding all of your options?
Hello [Contact First Name],
I am trying to determine if we can help you in the same way that we have helped other
business owners. These are some of the questions that I would ask you to figure that out:
• How do you feel about understanding all of your options?
• How concerned are you about choosing the wrong plan?
• Have you looked at any non-ACA plans?
• Do you have enough time to compare all of the different health insurance options and prices?
• How do you feel about the prices on the ACA plans?
• How important is it to have a more flexible plan? (when do you need it to start?)
Do any of those connect with a challenge or interest that you have?
If so, let’s put a few minutes on the calendar to have a brief conversation.
Best Regards,
Key:
Value Point
Pain Point
Pain Question
Product
Target
PRODUCT
Cold Email – Product
Subject Line: Help you with your health insurance
Hello [Contact First Name],
The reason for the email is that we can help help you with your health insurance and that includes:
• Provide access to most major insurance carriers (National PPO Network options)
• We take each client through a needs and budget assessment
• Compare premiums and coverage across numerous insurance carriers, ensuring competitive
pricing options
• Can help with coverage for dental, vision, accident, critical illness, and life insurance
Some ways we differ are:
• Offer an alternative to the ACA marketplace and bring more comprehensive options to the table
often at a lower cost
• Take the time to understand client's insurance needs and budget and then tailor a plan to their
specific interests
Are you available for a brief call where we can learn about you and can share some examples of how
we have helped business owners to select the best possible health insurance plan?
Best Regards,
Key:
Value Point
Pain Point
Pain Question
Product
Target
Cold Email – Last Attempt
Subject Line: Selecting the best possible health insurance plan
Hello [Contact First Name],
I sent you a few emails and thought I would follow up one last time. The reason I am trying to connect
with you is that I help high-level executives to:
• Select the best possible health insurance plan
• Clearly understand all of the available health insurance options
• Access a wider array of health insurance options (non-ACA plans)
• Decrease time spent comparing options and pricing
• Decrease costs through Non-ACA coverage options
• Have a plan and provider that is more flexible (can have coverage the next day)
• Decrease the risk of not having the right coverage or paying too much
If I don't hear back from you, I will assume you are not interested in those improvements or that you are
the not right person to speak with and I will close the file.
If I should be contacting someone else regarding this, any pointing in the right direction would be greatly
appreciated.
Best Regards,
VALUE
POINTS
Key:
Value Point
Pain Point
Pain Question
Product
Target