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Cadences & Sequences2025-01-035 min read

How to A/B Test Your Insurance Sales Cadences for Better Results

Small changes in your cadence can have a big impact on results. Here's how to systematically test and optimize your sequences.

A/B testing your sales cadences is how you move from "pretty good" to "consistently great" performance. Most insurance producers pick a cadence and stick with it forever without testing alternatives. But small changes — a different subject line, a different send time, a different number of touches — can improve reply rates by 20-50%. The key is testing one variable at a time and measuring the results objectively.

Start by identifying what to test. The highest-impact variables in order of importance are: subject lines (determines whether the email gets opened), the first sentence of the email (determines whether they keep reading), the call to action (determines whether they respond), the number of touches in the sequence (determines your overall reach), and the timing between touches (determines engagement patterns). Test one variable at a time while keeping everything else constant. For example, test two different subject lines on the same email body, sent at the same time, to equivalent prospect lists.

Set up your test properly by splitting your prospect list into two equal groups matched on industry, company size, and other relevant characteristics. Send Version A to half and Version B to the other half. Run each test for at least 200-300 sends per version to get statistically meaningful results. Track the specific metric that matters for the variable you're testing — open rate for subject lines, reply rate for email body and CTA, meeting booking rate for overall cadence performance. Don't change anything else during the test period, and let it run for at least 2-3 weeks to account for day-of-week and timing variations.

Once you have results, implement the winner and test the next variable. Over time, you build a cadence that's been optimized across multiple dimensions. Here are some proven test ideas for insurance cadences: test a question subject line vs. a statement subject line. Test a short email (3-4 sentences) vs. a longer email (2-3 paragraphs). Test leading with a pain point vs. leading with a result. Test ending with a question vs. ending with a specific time suggestion. Test a 5-touch cadence vs. a 7-touch cadence. Test 2-day spacing vs. 4-day spacing between emails. Each test teaches you something about what resonates with your specific audience, and the compound effect of multiple optimizations can double or triple your cadence performance over a few months.

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