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Email templates & text scripts

Stop writing the same emails. Start sending them.

A library of customer emails and matching texts, already written. Each one signs itself for whoever sends it, so anyone in the office can send a polished email in seconds.

See plans & pricingHow it works

240+ email templates · a text script for the everyday ones · Spanish available

Yellow fills in on its own. Dashed is what you type.
Open in mail app (.eml)

Why agencies use it

Less time writing. More time selling.

Your office sends the same emails every day: ID cards, receipts, quotes, payments, renewals. SPEED makes each one take seconds and sound like your best person wrote it.

  • Hours back every week

    If you think about what to say for more than 30 seconds, you're overdoing it. There's a template for that. Pick it, fill in the details, and send.

  • Consistent, no matter who picks up the phone

    Every email has the same look, the same polish, and perfect spelling. Customers get the same experience from the newest hire as from your best person.

  • New hires sound like veterans

    A new team member learns which template to send, not what to write. When someone moves on, the next person picks up right where they left off.

  • Fewer incoming calls

    Each email answers the next question before the customer has to call: where the ID cards are, how to pay, what coverage to consider. The matching text makes sure they read it.

How it works

Set up once. Send in seconds.

  1. 1

    Set up your profile once

    Each person adds their name, title, headshot and how they sign. The office adds its phone, address and Google review link once for everyone. Add a team member and they are set up automatically.

  2. 2

    Pick the template

    Templates are organized the way your day runs: Beginning of Day, call confirmations, quotes, renewals, claims. Find it in seconds, and preview it before you send.

  3. 3

    Copy / Paste or open in your mail app

    One click puts the email in Outlook, already signed by whoever is sending it. Fill in the dashed details, remove what doesn't apply, and send. The agent is CC'd, so they know every message that goes out.

Works in Classic and New Outlook. Open in mail app starts a ready-to-send email in Classic Outlook, and Copy / Paste works everywhere else. No plugin and no new inbox.Try it with a sample →

What fills in on its own

Greeting
Hi
Sender's name
Sam Ortiz
Title
Office Manager
Headshot
Your photo
Office phone
(555) 555-0142
Agency name
Jane Doe Insurance Agency
Review link
Review us on Google

Example values. Each team member sees their own.

Text scripts

The email, plus a text to match.

Customers check their texts long before their inbox. The everyday templates come with a text script that tells the customer the email is waiting, so it gets opened instead of buried.

  • Paste it into the texting platform your office already uses. It comes from your office number.
  • Fills in the same details as the email: who is sending it and your agency.
  • Written for each template, so the text always lines up with the email that just went out.

Change the sender or template in the preview at the top and this text follows.

Text message

The library

Every email your office sends, already written.

240+ customer and internal emails, covering service, sales, renewals and claims. New templates show up in the Cloud automatically.

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.

Browse a few by folder

Batch the start-of-day work: issued policies, forms, payments and underwriting.

  • Policy is on the WayIssued Policies
  • Premium is HigherIssued Policies
  • 1st NoticeForms
  • Electronic Signature NoticeForms
  • Late Pay - Mortgage CompanyPayments
  • Proof of ResidencyUnderwriting Memos
  • Mortgagee UpdateUnderwriting Memos
  • Medical QuestionnaireUnderwriting Memos
  • Plus more in this folder

En español

Spanish, too.

Bilingual office? Spanish versions of the templates and text scripts are available as an add-on, with the same layout, the same automatic signatures, and the same one-click Copy / Paste.

$24.99/month. One price covers your entire agency.

See add-ons

Ready to stop writing?

240+ templates and matching texts, ready the day you enroll.

See plans & pricing