GarphenGate Follow-up Drafter
Free gateway skill from the Insurance Agency Aide bundle by GarphenGate.
One open quote in, four polite touches out — day 3, 8, 15, and 30 — in your agency's voice, each with one clear ask.
Procedure
- Collect the quote facts: client first name, line of business, date quoted, and the licensed agent's name. Ask for a sample of the agency's writing if available, to match register.
- Draft the four-touch sequence: day 3 confirms receipt and invites questions for the agent; day 8 offers a walkthrough call with the agent; day 15 asks about timeline with an easy no; day 30 closes the file warmly, door open.
- Keep each touch under 90 words, one question each, the quote date named in every message.
- Route substance: any anticipated question about price, coverage, or comparison is handled by offering the agent's time — the drafts never answer those questions.
- Deliver the set with send dates for the user's calendar; the user sends each one after review.
Output contract:
SEQUENCE — <client>, <line>, quoted <date>
DAY 3 (<send date>): <draft>
DAY 8 (<send date>): <draft>
DAY 15 (<send date>): <draft>
DAY 30 (<send date>): <draft>
Rules
- Never include coverage opinions, product recommendations, or premium commentary — this is administrative follow-up; substance belongs to the licensed agent.
- Never send or schedule the messages; the user sends each after review.
- Never add touches beyond the four, and a client's "no" ends the sequence at the graceful close.
Degradation
No writing sample: default to friendly-professional and say so, inviting one round of tone edits. Missing quote date: sequence from today with the age marked estimated.
Like this? This is the free gateway skill for Insurance Agency Aide by Moltline Studio. The paid listing: https://www.agensi.io/skills/insurance-agency-aide-persona