5 Things Your Default Email Template Needs

November 26, 2018 Henna Javed

tablet with open email inbox

Sometimes you need to get an email out fast without time to think about the design. For these instances, you should always have a default email template on hand. Templates can help when you don’t feel like channeling your creative side. They also bring consistency to your emails. Over time, your agency’s contacts will become familiar with your agency’s logo and marketing.


Template Header

Let’s start with the header of your template. This part of your email is the first thing your contacts see when they open it.

  1. Logo

Your company’s logo should be the focal point of your header. It should be big enough so every part of the logo is visible.

If your logo has small text that will not be legible within the header, you should simplify it. If you have a tag line as part of your logo, you may need to move it around to fit well into the header and be legible.

Your logo should also link to your website. Traffic toward your website is always a good thing!

  1. Call to Action

Another essential part of your email template is your call to action. What do you want your customers to do? You may want to add a Get a Quote button. This can link to your website landing page for quote requests.

Otherwise, you could also add a “Contact Us” button, or any other button that would suit your business needs.

  1. Phone Number

It’s frustrating when you want to contact someone but can’t find their number anywhere. Adding your phone number to the header makes it easy for customers to reach you at their convenience. Speaking to someone one-on-one can be a very reassuring. It's a helpful way to get customer service, request a quote, or fulfill any other urgent request.

Template Footer

The footer closes your email with any remaining essential information. It should match your header and your general marketing design. The header and footer frames the body of the email, making it look professional and appealing to the eyes.

  1. Location

If your insurance agency has one location, put the address in the footer. It assures customers the agency they are working with is local. Also, it is helpful in case customers need to mail in any documents. This could help drive walk-in traffic as well.

If you have more than one location, create a Locations button. Then, link it to a page on your insurance website that lists your locations.

  1. Social Media Icons & Reviews

If you do not have social media links elsewhere in the body of your email, incorporate them into your footer. Add icons for each type of social media and link them to your agency’s pages. This is a great way to promote your social media pages. Use these links to generate buzz and interactions between your customers and the agency.

The footer is also be a good spot to plug in your Yelp or Google review pages. This way, you can give prospects a way to read reviews and become more informed during the buying process. It also gives customers an easy way to leave a review, too.


About the Author

Henna Javed

Henna is a marketing automation expert at ITC, providing support to ITC's email marketing clients. Her work consists of AgencyBuzz training, helping design email templates and newsletters, blogging, and content creation. Henna holds a Bachelor of Science in political communications from the University of Texas, is a member of the Society of Professional Mediators, and is licensed in property and casualty insurance. Her passions include conservation, social media, photography, writing, gastronomy, travel, and beaches.

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