You have your list of people to reach out to. You know how to ask for referrals. But when it comes time to actually type the message, most agents freeze. They stare at the screen, overthink every word, and either send something that sounds like a sales pitch or they send nothing at all. This video gives you simple text and email templates for warm outreach that are short, helpful, and don't make people want to block your number.
The reason most outreach fails is not bad timing or bad leads. It's bad tone. Agents write messages that sound like they're reading from a script or trying to close a deal in one text. People can feel that immediately and they tune out. The messages that actually get responses have three things in common. They're short. They're personal. And they offer help instead of asking for something. That's the formula. If your message checks all three boxes, it will outperform anything you copy from a marketing template online.
Let me give you the templates. First, the warm text to someone you know. This is for people on the list you built. You say something like… "Hey Mark, hope you're doing well. I wanted to let you know I've been helping people in the area with their Medicare and health coverage options. If you or anyone you know ever has questions or wants a second opinion on what they have, I'd love to help. No rush at all, just wanted you to know I'm here for that." That message works because it doesn't ask for anything. It does not say call me or let me set up a time. It opens a door and lets them walk through it when they're ready.
Second, the follow-up text after someone shows interest but has not committed. This happens a lot. Someone says "yeah I might need to look at my coverage," and then you don't hear from them for a week. You say something like… "Hey [name], just checking in. I know we talked about taking a look at your coverage options. Whenever you're ready, I'm happy to sit down for a few minutes and walk through what's available. No pressure, just didn't want you to think I forgot about you." The key phrase there is "no pressure." People respond to that because most of the outreach they get from salespeople is all pressure.
Third, the email to a referral. Someone gave you a name and said you should reach out. Your email subject line should be simple and personal. Something like… "Monica suggested I reach out." Then the body is… "Hi Mark, Monica mentioned you might have some questions about your Medicare coverage. I help people in the area compare their options and make sure they're getting the best fit for their situation. I'd be happy to answer any questions you have, no obligation at all. Feel free to reply here or give me a call whenever it's convenient." That email works because the referrer's name is doing the heavy lifting. You aren't a stranger. You are the person their friend recommended.
A few rules to follow across all your outreach. Never send the same message to multiple people without personalizing it. Even changing the first line to reference something specific about them makes a difference. Never lead with your product or your company. Lead with the offer to help. Never send more than 2 follow-ups to someone who has not responded. Two is persistent. Three starts to feel like harassment. And keep every message under 5 sentences for texts and under 8 sentences for emails. If your message requires scrolling, it's too long.
Here's the common mistake to avoid. The agent who sends… "Hi, my name is [name] and I'm a licensed insurance agent specializing in Medicare Advantage, Medicare Supplement, and ancillary products. I'd love to schedule a 15-minute call to review your current coverage and discuss options that could save you money." That message will get deleted before the second sentence. It sounds like a form letter because it is one. Compare that to the templates above and you can feel the difference immediately.
Your action step. Pick 3 people from your contact list and send each one a personalized text today using the warm outreach template from this video. Do not wait until you have the perfect message. The templates are here. Personalize them, hit send, and start the conversation.
