A ready-made library of client emails and matching texts, written for the insurance companies you sell. Each one signs itself for whoever sends it, in your agency's branding, so anyone in the office can send a polished email in seconds.
190+ templates · 10 insurance companies, 1 more coming soon · a paired text for every email
Hi Jordan,
We received your request for auto insurance ID cards. A temporary card is attached to this email.
Paired with the email
Write with a company that isn't listed? Ask us at support@myproagency.com.
Your office sends the same emails every day: ID cards, payments, renewals, quotes, follow-ups. My Pro Agency makes each one take seconds, sound like your best person wrote it, and look like it came from a much bigger agency.
No more rewriting the same ID card, payment and renewal emails from scratch, or digging through old sent folders for the good version. Pick the template and send.
Every email arrives with your logo, colors and a polished signature with headshot, and every company detail is checked against that company's own pages. Clients see a sharp, consistent agency, not a quick note typed between calls.
Service no longer depends on who picks up the phone. A new team member learns which template to send, not what to write, so they're helping clients the first week instead of shadowing for months. When someone moves on, the next person picks up right where they left off.
Each email answers the next question up front: where to find ID cards, how to pay, how to report a claim. The paired text makes sure the client actually sees it.
Add every agent and team member, and each one gets their own login to the full template library. Each person sets their name, title, headshot and how they want to sign: agent, team member, or both side by side. The office adds its phone, website, review link and branding once for everyone.
Each person logs in to the My Pro Agency portal with their own login, where templates are organized the way an agency works: new business, policy service, billing, claims, retention and your team. Independent agencies pick the client's insurance company first, so every detail matches that company.
The email arrives already signed by whoever is sending it. Copy it into Outlook or Gmail, fill in the client details marked XXXXXX, like their name or policy number, and send.
No plugin and no new inbox. Built the way email clients expect, so it holds up in Outlook, Gmail, Apple Mail and on phones.
Example values. Each team member sees their own, plus your banners and icons.
Clients check their texts long before their inbox. Each template is paired with a text that tells the client the email is waiting, so it gets opened instead of buried. No extra writing for your team.
This is the text paired with the ID Cards template. Change the sender or company in the preview at the top and it follows.
Your company's library, in your company's brand.
Your agency's brand, with every company you write.
Over 190 client emails, each with a paired text, covering service, sales, renewals and claims. Here's what your office gets.
ID cards and proof of insurance, receipts, certificates for business clients, address changes and audit requests.
Rate quote emails matched to the client in front of you: the relationship seeker, the frequent shopper, the self-sufficient buyer and more.
A 30-day working-quote sequence (days 1, 3, 9, 15, 17 and 30), plus internet lead follow-up, X-date check-ins and win-back requotes.
New policy paperwork, added homes and renters, and welcome emails that bring up umbrella coverage, valuable items and a home inventory.
Late payment notices, underwriting requests like proof of residency and mortgagee updates, renewals and clear explanations of rate increases.
Roof questions after a storm, fire claims, term conversions, medical questionnaires and flood and earthquake coverage offers.
Plus emails for running your own team: job offers and licensing, 30-60-90 day reviews, 1-on-1 prep, equipment and out-of-office notices. Independent agencies get the client emails for each company they write, in that company's own terms.
One price for your whole office. Tell us your agency, the companies you write with and who's on your team, and our team will take it from there.
$99.99 /month
Your whole team included, each with their own login · Month to month, cancel anytime
Your full library of client emails and paired texts, built for the companies you write, with every team member's signature.
My Pro Agencysupport@myproagency.com
$39.99 /month
Works on its own or with your templates · Month to month
Time sheets, an out-of-office calendar, license reminders, policy training and more for your whole team.
See everything in HR Essentials ›