September is over; but that doesn’t mean your life insurance conversations should stop.

In fact, October is prime time to follow up, re-engage, and close the loop with the clients and prospects who interacted with your campaign.

Whether you posted on social, ran an email series, or had more life insurance conversations than ever; this blog is your recap + next-steps playbook to turn your Life Insurance Awareness Month efforts into real Q4 wins.

Based on agent feedback, engagement rates, and content performance, here’s what we saw generating the most traction:

1. Real-Life Stories Outperformed Sales Pitches

Clients resonated with stories; not stats. If you shared a testimonial, personal story, or “why I do this” post, you likely saw more engagement than usual.

Keep it going: Repurpose those stories into a short email, reel, or pinned post for October.

2. Low-Cost, High-Value Messaging Worked

Phrases like “protect your family for less than $1/day” got more attention than generic “Get a quote today” language.

Keep it going: Refresh your lead gen ads or social graphics with the same cost-conscious tone.

3. Simple CTAs Generated More Clicks

When agents used clear, low-pressure calls to action; like “Let’s talk,” “Book a quick call,” or “Message me for options”; they saw more responses than form-heavy CTAs.

Keep it going: Make your next campaign feel like a conversation, not a commitment.

1. Follow Up With Every Lead From September

Pull a list of everyone who:

• Clicked on a quote form 
• Opened your LIAM emails 
• Commented or messaged you on social 

Use a simple follow-up script:

“Hi [Name], you may have seen some of the life insurance content I shared in September. If you’re still thinking about it, I’d be happy to walk through your options; no pressure at all.”

2. Review and Reprioritize Your Pipeline

Sort leads into three categories:

• Hot (ready to quote) 
• Warm (need more education) 
• Cold (no response, but still valuable later) 

Create separate email or text sequences for each tier.

3. Ask for Referrals While It’s Fresh

Now’s the time to reach out to satisfied clients you helped during LIAM and say:

“I really enjoyed helping you this past month. If you know anyone else who’s starting a family, buying a home, or thinking about life insurance; I’d love to help them too.”

4. Look at What Got the Most Engagement

Go back and check:

• Which LIAM posts got the most likes, comments, or DMs? 
• Which emails had the highest open or click-through rate? 
• What objections came up most often in conversations? 

Use that insight to build your October strategy.

5. Transition to October Themes Smoothly

Here’s your bridge message:

“September was all about awareness; October is about action. If you’ve been thinking about life insurance but haven’t had time to explore your options, I’m here to make it easy.”

Use that message in:

• A follow-up email 
• A social post on Oct 1 

Client re-engagement texts or calls

Need help organizing your next steps? Download the Q4 Follow-Up Tracker here.

Includes:

• Follow-up message templates
• Lead scoring sheet (hot/warm/cold)
• Weekly check-in planner
• Referral outreach script

Life Insurance Awareness Month planted the seeds. Now it’s time to follow up, nurture your leads, and harvest your results. October can be one of your best months; especially when you work smart and follow through. Download the Follow-Up Tracker or Contact IAD if you’d like help reviewing your September results or planning your Q4 sales strategy.

• Life Happens – Campaign Tools
• LIMRA – Market Research