Life-event trigger outreach campaign

Set up alerts in your CRM for life events clients mention, a new baby, a marriage, a new home, a new car, a child driving, and reach out within a week with a short note asking whether their current coverage still matches their situation, without stating what changes they need.

Why it works: Coverage needs change at predictable moments, and reaching out right after the event feels like attentiveness rather than an unprompted sales call.