Skip to content
DFXCommunity

Message templateSales

15 copy and message templates for insurance

Captions, ad copy, landing page sections, quote and renewal messages, claim updates, and review replies.

15 templates5 groups12 minOctober 15, 2026

  • templates
  • whatsapp
  • renewals
  • claims

Preview

1 template open, 15 templates in total. Members see the rest.

Always copy cover, premium, and date details from the policy or the insurer's quote. Never write national ID numbers, full policy numbers, or health information in messages.

Captions

3 templates

Term of the week

This week's term: {TERM} In plain language: {DEFINITION} In everyday life: {EXAMPLE} What does this line say in your policy? Send a photo (cover your personal details) and we'll read it together. {AGENCY} · {NEIGHBORHOOD}

2 templates more in this group for members.

14 templates more for members

This item has 15 templates in total. With a membership you see all of it and copy any line in one click.

  1. Ad copy3 templates
  2. Landing page sections2 templates
  3. Quote and renewal messages4 templates
  4. Claim updates and review replies3 templates

Already have an account? Log in

Insurance and financial advice page
  • Script15 min

    9 video and call scripts for agencies

    0–3sCheck this line: the deductible (40s)

    (Highlighting a line in the policy) “If your car policy has this word, you pay part of the claim.”

    9 scripts · 3 groupsMembers only

  • Checklist10 min

    A 35-point insurance marketing checklist

    • The agency's official registration is current and shown correctly on the website.
    • Google Business Profile category, hours, products, and location are correct.

    35 items · 5 groupsMembers only

  • Copy template20 min

    Insurance: Caption templates

    Term of the week

    This week's term: {TERM} In plain words: {PLAIN_EXPLANATION} An everyday example: {EXAMPLE} Where it shows on a policy: {POLICY_LOCATION} Send us the line from your own policy and we'll read it together; remember to cover personal details. {AGENCY} · {NEIGHBORHOOD}

    22 templates · 5 groupsMembers only