How to use the toolkit assets
Our step-by-step quick start guide
Ready to send emails
9:41
Download the assets. If you have email software (ex. Mailchimp): Choose a header design and use our template to build and send the email to a list of existing clients. Important note: Make sure you have opt-in consent before sending. If you don’t have software: Copy the email and send it manually from your business email account to existing clients.
Text blast
Download the assets. If you have text message marketing software: Upload the template into your text marketing software and send it to existing clients. Make sure you have opt-in consent before sending. If you don’t have software: Copy and paste the template into your phone and send it manually to existing clients.
Text Message Tue, Nov 14 at 8:56 PM
Hey [Client First Name] — September is Life Insurance Awareness Month! I work with Ethos to provide life insurance protection from top carriers in just minutes with no medical exam (just a few online health questions), so you can fill any gaps quickly. I’d love to chat with you about some exciting new coverage options that may fit your current needs. Reach out to me at 123-456-7890 or get a quote right now: agents.ethoslife.com/invite
Msg&data rates may apply. Text 'STOP' to quit.
Customized social post
Download the assets. Go to the Agent Portal and download your QR code. Use a design tool, such as Canva or Photoshop, to insert your QR code into the social media graphic. Create an organic post or paid advertising campaign on your favorite social media platform using the copy and graphic.
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