Below are sample messaging and flyers to help you introduce Gia to your clients. Clients who know to expect Gia will be much more engaged.
Introducing Gia to Your Clients
It's as easy as copying, pasting, and pressing send. Feel free to tailor these templates to suit your needs.
Email Template
Subject: It's almost time to renew your coverage. Meet Gia, my assistant
Dear Valued Client,
I’m excited to introduce you to Gia, my virtual assistant who will help with scheduling, flagging plan changes and gaps, and ensuring we don’t miss any deadlines for this upcoming renewal season.
For the best possible service this renewal season, please save Gia’s number: (855) 626 8495. You can also download her contact card attached to this email.
How Gia Helps You This Season
Smarter, Personal Review Prep: Gia gathers your updated info (like doctors, new prescriptions, or coverage preferences) before our call so I can arrive fully prepared with the best plan options for you.
Sport Early Changes to Your Plan: Gia will notify you if there are any major changes to your plan. We’ll have plenty of time to protect your coverage and explore options together.
Effortless Scheduling: When the enrollment period begins, Gia will schedule your plan review directly on my calendar at a time that fits your schedule. Reach out to Gia any time via text—she's available around the clock.
Quick Auto-Renewals: If you want to keep your current coverage as-is, Gia will record that you're happy with your existing plan and immediately let me know. No meeting required.
Every interaction with Gia is fully secure and HIPAA-compliant.
What’s Next
Gia will be reaching out starting September 15th from this number: (855) 626 8495. Please save her number to your contacts so you never miss a message!
With Gia handling scheduling, I can spend more time focused on what matters most: answering your questions and ensuring you have the best coverage for your needs.
If you have any questions, reply directly to this email.
Best regards,
{Your Name}
{Phone Number}
{Gia's Contact Card}
SMS Template
Hi there, it’s {Your Name}, your health insurance broker. Renewal season starts soon, which is our chance to ensure you have the coverage you need. My virtual assistant Gia will reach out to you soon—please save her number for the best possible service: (855) 626 8495. Let me know if you have any questions.
{Gia's Contact Card}
Flyer
Share this flyer with your by printing it out or sharing it with clients via email or text. Download the attachment at the bottom of this page.
Gia's Contact Card
Download Gia's contact card below and attach it to your emails or text messages. Clients can seamlessly save Gia's information to their phone in one click.
Gia's contact card and flyer: