| Sr. No | Template Name | Template Body |
| 1 | Introduction Message | Hello {{recipient_name}}, thank you for opting in to receive messages from {{insurance_company}}. I am {{insurance_agent}} and will assist you in your financial planning. Please call or text back when you are free. |
| 2 | Appointment Reminder | Hello {{recipient_name}}, looking forward to speaking with you today at {{appointment_time}}. Feel free to let me know if you need to reschedule. Hello {{recipient_name}}, looking forward to meeting you today at {{meeting_location}}. Here is a link for directions to my office: {{map_link}} |
| 3 | Policy Changes | Hello {{recipient_name}}, this is just a reminder that the terms of your policy, {{insurance_policy}} have been updated. To review the updates of this policy please click log into your account: {{website_url}} |
| 4 | Follow- Up | {{recipient_name}}, it looks like you just filled out a quote on {{website_url}}. I am following up to see how we may be of assistance and if you have any questions. I look forward to speaking with you. Hello {{recipient_name}}, thank you for taking time off to speak with me over the phone earlier. May I know when you’re available to fix a time to discuss your policy? |
| 5 | Welfare Text | Happy Birthday {{recipient_name}}! Wishing you a spectacular day. Thanks for being a valued client of {{insurance_company}}. |
| 6 | Policy Updates | {{Insurance_company}}: Proposal for {{recipient_name}} — {{insurance_policy}} is being reviewed. We will inform you in due course. {{Insurance_company}}: Congrats! Policy for {{recipient_name}} — {{insurance_policy}} has been approved. Login to {{website_url}} to view your policy now. |
| 7 | Account Updates | {{Insurance_company}}: You have made changes to your access ID — {{access_ID}}. If you did not make this change, please call {{contact_number}}. |
| 8 | Alerts | From {{date}}, we’ll begin sending letters such as payment and renewal notices, payout letters and more, digitally instead of via mail. For more information or to opt- out, visit {{website_url}} |
| 9 | Payment Reminders | {{Insurance_company}}: Your payment for {{insurance_policy}} was unsuccessful. Please reach out to your Financial Consultant as soon as possible to complete payment. |
