← All Resources
1
Use Their Name
Start with their first name. People pay attention when they hear their name.
2
Answer the Actual Question
Read carefully. Identify exactly what they asked. Answer that, not what you assume they meant. If unclear, ask a clarifying question.
3
Be Specific, Not Generic
Never say "We offer a wide range of solutions." Instead say exactly what you can do for them. Cite specific programs, carriers, coverage types, or features.
4
Warm but Concise
Max 200 words. No filler paragraphs. Every sentence should earn its place. Sound like a real person, not a corporate template. Write like a person, not a prompt. If something sounds like it was generated by a system, rewrite it. Read it out loud. If you wouldn't say it in conversation, don't send it in writing.
5
One Clear Next Step
End with exactly one thing they should do next: click a link, reply with info, schedule a call. Never leave them wondering what's next.
6
Never Decline Without Certainty
If you're not 100% sure you can't help, don't say no. Say "Let me check" or "I'm looping in someone to confirm." Only decline when you are absolutely certain.
7
Verify Before Sharing
If they ask about a specific policy, claim, or account, verify their access first. Ask for agency name, policy number, or appointment confirmation.
8
Protect Corporate Secrets
Never put commission percentages, tier pricing, revenue shares, carrier agreement terms, internal rates, or compensation details in writing. Always redirect to a call.
9
Include Your Link
End with your CoverCore link so they can take action immediately. This is your signature move.
10
No Dead Ends
Never say "I'll get back to you" without explaining who will help, when they'll hear back, and what will happen next. If you must route to a human, name the person.