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1,000+ hooks, templates, scripts and checklist items for every industry

Written separately for each of the 32 industries: Reels hooks, ad and WhatsApp templates, video and phone scripts, pre-launch checklists. 1,072 items with 36,290 lines ready to copy.

The first part of every item is free to read; the full item comes with membership.

What's in the library

36,290hooks, templates, scripts and checklist items

  • Hooks15,980
  • Templates6,246
  • Scripts2,854
  • Checklist items11,210

The bar shows each type's share of the total.

All items

IndustryInsurance and financial advice

Industry

Industry groupDigital and B2B

Industry group

TopicSales
Sort:Recommended

Insurance and financial advice

1,114entries in total

Industry page45 prompts37 files

items
31
hooks
495
templates
193
scripts
90
checklist items
336
  • Message template12 min

    15 copy and message templates for insurance

    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}

    15 templates · 5 groupsMembers only

  • Message template25 min

    Insurance: WhatsApp and DM replies

    First reply to a quote request

    Hi {NAME}, this is {REP} from {AGENCY}. Thanks for writing about a {PRODUCT} quote. To prepare it, I need: {REQUIRED_DETAILS}. We use these details only for the quote; the privacy notice is here: {PRIVACY_LINK} You don't need to send your ID or policy number by message; if we need them, we'll use our secure channel: {SECURE_CHANNEL}.

    24 templates · 6 groupsMembers only

  • Message template20 min

    Insurance: Review and reputation replies

    After a quote and policy

    {NAME}, thanks for your review. We shared your note about {DETAIL} with our team, and we're glad reading the quotes side by side helped. If you have any policy questions, or your renewal date is coming up, we're here. {AGENCY}

    22 templates · 5 groupsMembers only

  • Message template25 min

    Insurance: Email and SMS templates

    Newsletter welcome email

    Subject: You're on the list: once a month, policy information that's useful Hi {NAME}, Thanks for signing up for the {AGENCY} newsletter. We'll email you once a month: policy-reading tips, seasonal reminders, and answers to common questions. Messages with quotes or promotions come only if you've given consent for them. You can unsubscribe anytime with one click: {UNSUBSCRIBE_LINK} {AGENCY}

    22 templates · 5 groupsMembers only

  • Script35 min

    Insurance: Sales call, phone, and voice message scripts

    0:00–0:15Inbound call: quote request

    Opening · “{AGENCY}, this is {REP}, how can I help?” When the caller names the product: “You're calling about {PRODUCT}; I'm taking notes right away. May I have your name?”

    21 scripts · 6 groupsMembers only

  • Checklist18 min

    Insurance: Lead follow-up and sales process

    • Every quote request enters the CRM at first contact with its channel and campaign name; requests with an unknown source are counted weekly.
    • The record has separate fields for name, phone, product, the current policy's end date, the current insurer, and the customer's priority.

    50 items · 6 groupsMembers only

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