The Play

Create a more personal connection with the consumers you know are in-market and have already engaged with your email(s) (opened, clicked). Coordinate a follow up dial that will connect them to a human voice, reiterating points made in the email, addressing any open questions, and ultimately progressing them.


Consider dialing once a week, leaving voicemails when necessary. If there is no answer, call back or funding event, consider ending the call cadence after a month.

Content Recommendations

Position the conversation around the email the consumer recently engaged with. The script should have a warm, friendly, and informative tone based on offers and value props related to the policy type the consumer is in-market for. The rep should be more of an advisor to the consumer, offering to answer questions about the coverage they are seeking with the goal of either completing the policy process over the phone or walking them through it online.