The five touches
- Same day: a thank-you with the written recap and next steps.
- Day 3: answer any open question, or send the short explainer video you promised.
- Day 10: a check-in on anything waiting on paperwork, the carrier or underwriting.
- Day 30: a useful, non-sales note, such as a checklist or an article that fits their situation.
- Next anniversary minus 60 days: book the next review.
Make it easy on yourself
- Draft all five on the day of the review and schedule them.
- Let an assistant or your AI employee prepare them, and approve each one before it goes.
- Stop the sequence as soon as the client replies.
These guides are general practice tips, not legal or compliance advice. Always follow your carrier, IMO or BGA and state requirements, and get client-facing material approved before it goes out.