For insurance agents
Most policyholders only hear from their agency when a bill or a renewal notice arrives. A handwritten card changes that: a welcome when they sign, a thank-you when they renew, a birthday card every year and a kind word after a hard claim. Upload your book once and each card is written for that person.
Write one message with merge fields in curly brackets, or start from one of these. Each client’s values are filled in, and then the card is written for them.
Welcome
Welcome to {company}, {first_name}. We’re glad to have you, and I’m here whenever you need me. {signer}
Welcome to Lopez Realty, Maria. We’re glad to have you, and I’m here whenever you need me. Jordan
Renewal
Thank you for another year with us, {first_name}. It’s a pleasure looking after you.
Thank you for another year with us, Maria. It’s a pleasure looking after you.
Birthday
Happy birthday, {first_name}! Wishing you a safe and happy year ahead. {signer} at {company}
Happy birthday, Maria! Wishing you a safe and happy year ahead. Jordan at Lopez Realty
01
The first weeks set the tone. A handwritten welcome tells a new client there is a real person at the agency who knows their name and is glad they chose you.
Use the client thank-you template →“Welcome to the agency, Carla. Thank you for trusting us with your family’s coverage. Call me any time you have a question.”
02
Renewals are the moment clients quietly decide whether to stay. A thank-you card around their renewal date reminds them why they picked you in the first place.
Use the client thank-you template →“Thank you for another year with us, Frank. It’s a pleasure looking after you and Joan.”
03
Add a birthday column and each policyholder gets a card on their birthday, written fresh every year and approved on your dashboard.
Use the client birthday template →“Happy birthday, Lisa! I hope this year brings you plenty of sunshine and a few long weekends at the lake.”
04
After a fender bender or a storm, a short note that says you hope things are getting back to normal is remembered long after the paperwork is done.
Use the checking in template →“Just thinking of you, Sam, and hoping the roof repairs are behind you and the house feels like home again.”
05
When a client sends a neighbor or relative your way, thank them by hand that same week.
Use the referral thank-you template →“Thank you for sending your neighbors our way, Paula. It means a lot that you’d recommend us.”
Insurance is a product people hope never to use, so the agent is often the only part of it they feel. A handwritten card is a small, unexpected reminder that someone is on their side, arriving between bills rather than with them.
Keeping a household is usually worth far more than the cost of a few cards a year. A birthday card and a renewal thank-you take minutes to set up once your list is uploaded, and then they simply happen each year with your approval.
The agent they call first.
Upload your book of clients, pick a template and approve every card before anything is charged.