Insurance Marketing – Handwrytten https://www.handwrytten.com Handwrytten Social Media Post Fri, 05 Sep 2025 22:36:43 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://cdn.handwrytten.com/www/2022/08/cropped-big512square-32x32.png Insurance Marketing – Handwrytten https://www.handwrytten.com 32 32 Business Milestones: Product Launches, Promotions https://www.handwrytten.com/resources/business-milestones-product-launches-promotions/ Thu, 14 Aug 2025 22:00:01 +0000 https://www.handwrytten.com/?p=11979 Business milestones—product launches, promotions, and other key achievements—are worth more than a quick email or social post. These are powerful relationship moments. Whether you’re recognizing a client win, congratulating a partner, or celebrating your own success, a handwritten card transforms acknowledgment into lasting connection. This guide covers how to thoughtfully celebrate business milestones—product launches, promotions, […]

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Business milestones—product launches, promotions, and other key achievements—are worth more than a quick email or social post. These are powerful relationship moments. Whether you’re recognizing a client win, congratulating a partner, or celebrating your own success, a handwritten card transforms acknowledgment into lasting connection.

This guide covers how to thoughtfully celebrate business milestones—product launches, promotions, anniversaries, and more—with message examples, pro tips, seasonal insights, industry use cases, and answers to commonly overlooked questions.

Why Mark Business Milestones?

Cards aren’t just thoughtful—they’re strategic. Recognizing business milestones helps you:

✅ Stay top of mind
✅ Strengthen trust with partners and clients
✅ Boost employee morale
✅ Spark re-engagement with dormant contacts
✅ Differentiate your brand with real, human outreach

📝 Pro Tip: Thoughtful gestures—like handwritten cards—are rarely forgotten. It’s a simple way to create loyal advocates.

Occasions Worth Celebrating

Business milestones—product launches, promotions, and beyond—are opportunities to show up with intention. Some examples:

  • New product/service launches
  • App or feature updates
  • Promotions or title changes
  • Company expansions or relocations
  • Client anniversaries or user milestones
  • Brand redesign or relaunch
  • Mergers, acquisitions, or partnerships
  • Team awards or certifications
  • Event successes or campaign completions

📝 Pro Tip: Milestones don’t have to be massive to be meaningful. Celebrate progress, not just perfection.

Business Milestones: Product Launches, Promotions

Message Examples: What to Say

     Product Launches

  • “Congratulations on the launch of [Product Name]! Your team’s innovation is inspiring—can’t wait to see what’s next.”
  • “The new platform looks incredible—here’s to a strong launch and even stronger results.”

📝 Pro Tip: Mention the product name and what stood out to you about it—adds authenticity.

     Promotions

  • “Thrilled to hear about your promotion! A huge win for you—and your team.”
  • “Wishing you continued success as you step into this exciting new role.”

📝 Pro Tip: If appropriate, add a personal memory or project you worked on together.

     Grand Openings & Expansions

  • “Big congrats on the new office! Your growth is exciting to watch.”
  • “Wishing you success and good vibes in your new space—cheers to new beginnings!”

     Company Anniversaries

  • “Happy 10-year anniversary! A decade of excellence is no small feat—cheers to your continued success.”
  • “It’s been a pleasure watching your journey. Congratulations on [X] years in business!”

📝 Pro Tip: Refer to a specific accomplishment or growth stat if you know it.

     Awards & Recognition

  • “So excited to see your work recognized with the [Award Name]—you truly deserve it.”
  • “Honored to work with such a high-caliber team. Huge congrats on the recent accolade!”

     Internal Team Milestones

  • “The [Project Name] rollout was flawless—your team crushed it!”
  • “Celebrating the amazing collaboration and energy that brought [Project/Event] to life.”

📝 Pro Tip: Send cards not just from leadership to employees, but peer-to-peer or cross-departmentally.

Handwrytten Business Notes

Industry-Specific Use Cases

Tech & SaaS

  • Feature or platform launches
  • Growth milestones (e.g. 100K users)
  • Promotions to C-suite

Healthcare

  • New clinic/service offerings
  • Recognition for staff
  • Awarded accreditations

Retail

  • Store expansions
  • New collection releases
  • Record-breaking sales

Finance & Real Estate

  • Top agent or team awards
  • Opening new branches
  • Client investment anniversaries

Creative/Marketing Agencies

  • Client campaign wins
  • Web launch completions
  • Speaking engagements or press features

Seasonal Strategy for Milestone Cards

Aligning cards with the calendar adds a thoughtful touch:

Spring: Promotions, launches, fresh starts
Summer: Mid-year check-ins, team growth, events
Fall: Q4 campaigns, product drops, big momentum
Winter: Year-end wrap-ups, company anniversaries, career progress

📬 Seasonal Example: “What a milestone year for your team. As 2025 winds down, here’s to your continued growth and well-deserved success!”

Pro Tips for Sending Business Milestone Cards

✅ Keep messages short but personal
✅ Mention specific details (milestone name, product, role, etc.)
✅ Use professional, branded cards where possible
✅ Automate outreach for efficiency, but write like it’s one-to-one
✅ Use a real name in the signature to humanize your brand

📝Pro Tip: Add a business card, insert, or QR code linking to your latest press or product page.

Frequently Asked Questions

💬 Can I upload a branded card design for milestone messages?
Yes! With Handwrytten, you can upload fully custom artwork—ideal for milestone messaging campaigns with your branding front and center.

💬 Can I send milestone cards in bulk to my team or client list?
Absolutely. Upload your list, select your card and message, and let Handwrytten handle the handwriting and mailing.

💬 Can I automate milestone sends like work anniversaries or launch dates?
Yes. Our API and CRM integrations allow for automated sends tied to specific dates or triggers.

💬 What if I want to include a gift card or insert?
You can include physical inserts or add gift cards at checkout—perfect for internal promotions or client appreciation.

💬 How far in advance can I schedule milestone cards?
You can schedule cards months in advance—ideal for seasonal outreach or planning your full campaign calendar.

Why Handwrytten for Business Milestones?

When you’re celebrating business milestones—product launches, promotions, or any high-impact moment—Handwrytten ensures your message is personal, polished, and powerful.

With Handwrytten, you get:

  • Real handwriting done by robots (seriously!)
  • Business tools for scheduling, automation, and personalization
  • Branded or custom card design options
  • Scalable outreach without sacrificing authenticity

📬 Want to make your milestone outreach unforgettable?
Get in touch at sales@handwrytten.com or explore our professional designs to get started.

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]]> Stand Out in ABM with Handwritten Outreach https://www.handwrytten.com/resources/abm-handwritten-outreach-strategy/ Fri, 16 May 2025 14:00:56 +0000 https://www.handwrytten.com/?p=11052 As Account-Based Marketing (ABM) becomes more targeted and relationship-driven, marketers are seeking ways to make their outreach more meaningful and memorable. Consequently, personalized, authentic communication is no longer optional—it’s essential. In order to stand out in ABM with handwritten outreach, marketers must go beyond the digital noise and deliver a human touch that builds real […]

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]]> As Account-Based Marketing (ABM) becomes more targeted and relationship-driven, marketers are seeking ways to make their outreach more meaningful and memorable. Consequently, personalized, authentic communication is no longer optional—it’s essential. In order to stand out in ABM with handwritten outreach, marketers must go beyond the digital noise and deliver a human touch that builds real trust. Handwritten notes, powered by platforms like Handwrytten, offer a scalable way to make a high-impact impression on the accounts that matter most.

Why Personalization is the Heart of ABM

ABM isn’t about mass outreach—it’s about high-value, high-return engagement. Your goal is to influence buying committees, build trust with decision-makers, and nurture long-term relationships.

Personalized marketing isn’t just a buzzword in ABM. Research shows:

  • 80% of customers are more likely to buy from a brand that offers personalized experiences (Epsilon).
  • Personalized content generates 3x more engagement in B2B campaigns (Demand Gen Report).
  • ABM campaigns that personalize communications at the account level outperform non-personalized efforts by up to 30% (ITSMA).

So, how do you move from automated “Hi [First Name]” emails to something that truly resonates?

The answer is simple: you stand out in ABM with handwritten outreach that’s unexpected, tactile, and deeply human

The Power of Handwritten Notes in a Digital World

Digital Fatigue Is Real

Your prospects and clients are overwhelmed. Their inboxes are full, their Slack notifications are endless, and their attention is fragmented. As a result, cutting through the clutter is harder than ever. What works? A physical, thoughtful note that arrives in their mailbox.

Handwritten = High Impact

Handwritten notes feel intentional. They aren’t deleted or ignored—they’re opened, read, and remembered. Unlike mass emails, this kind of outreach builds immediate credibility and emotional connection.

Scalable with Handwrytten

Handwrytten allows you to automate handwritten outreach while maintaining the authenticity of a real pen. Thanks to CRM integrations, reusable templates, and automated delivery, you can personalize every message at scale—without sacrificing that personal feel.

Handwrytten Cards

Where to Use Handwritten Notes in Your ABM Campaigns

Top of Funnel: First Impressions That Stick

Use handwritten notes to follow up after a networking event, cold outreach, or social interaction. Rather than sending a follow-up email that gets buried, your note leaves a tangible, professional impression.

Example Message: “Hi [Name], It was great meeting you at [Event]. I’d love to continue our conversation and learn more about how we can support your goals.”

Middle of Funnel: Add a Human Touch to the Sales Process

After a product demo or proposal presentation, send a handwritten note to reinforce the value you’re offering. This way, you can re-engage leads who may be hesitating or comparing vendors.

Example Message: “Hi [Name], I really appreciated the opportunity to present our solution. I’m excited about the impact we could make together—looking forward to our next steps.”

Bottom of Funnel: Seal the Deal and Celebrate

Reinforce your brand’s values and commitment right before a deal closes. A note from an executive or account manager makes a powerful final impression.

Example Message: “Hi [Name], We’re thrilled to be moving forward with you. Your vision is inspiring, and we can’t wait to be part of the journey.”

Post-Sale: Strengthen Loyalty and Encourage Advocacy

After the sale, handwritten notes help keep the conversation going. In turn, they show appreciation, mark milestones, and create space for referrals or upsells.

Example Message: “Hi [Name], Thank you for your continued partnership. Your team’s success is our success, and we’re proud to support you every step of the way.”

Expand Use Cases: Thinking Beyond the Basics

Let’s take handwritten ABM to the next level by applying it across more creative, strategic touchpoints:

  • Onboarding: Welcome new clients with a handwritten note from their customer success manager.
  • Re-Engagement: Reconnect dormant accounts with a surprise note and value-based CTA.
  • Executive Outreach: Send handwritten cards signed by your CEO or VP to high-value accounts.
  • Gifting Campaigns: Pair notes with branded gifts or holiday packages for key clients.
  • Customer Advocacy: Recognize top users, reviewers, or referral partners with thank-you notes.

Ultimately, these creative touchpoints help you stand out in ABM in ways your competitors aren’t even considering.

Integrating Handwritten Notes into Your ABM Tech Stack

Personalization at scale is no longer a dream—it’s a reality. With Handwrytten, you can:

  • Sync with Salesforce, HubSpot, and other CRMs
  • Automatically trigger handwritten notes based on workflows (demo completed, deal closed, renewal approaching)
  • Customize each message with names, dates, and company references
  • Track delivery and engagement using custom QR codes, URLs, and follow-up automations

By doing so, you ensure that every step of your ABM journey is enhanced by personal, strategic touchpoints.

Measurable Results: ROI You Can Feel

Handwritten notes don’t just feel special—they deliver quantifiable value. Brands using Handwrytten in ABM campaigns have reported:

  • Increased engagement rates
  • Faster deal progression
  • Higher renewal and upsell rates
  • More client referrals and social sharing

Clearly, personal touches make a powerful impact. And when they’re systemized and measurable, they become a repeatable competitive advantage.

Handwrytten Cards

Best Practices for Effective Handwritten Outreach

To make the most of your handwritten campaigns, follow these simple best practices:

  • Keep it brief and genuine (1–3 sentences is often enough)
  • Include a specific detail to show the note is personal
  • Use handwriting that’s readable and clean—Handwrytten takes care of this with human-like fonts
  • Add a call to action, even if it’s simple (e.g. “Looking forward to our next conversation.”)
  • Time it thoughtfully (after meetings, events, or major milestones)

Altogether, these small actions create a big impact—and help you truly stand out in ABM with handwritten outreach.

Final Thoughts: Personalization That Builds Pipeline

ABM is about connection. It’s about showing key accounts that they’re more than just names on a list—they’re valued partners.

Handwritten notes add warmth, emotion, and sincerity in a way no automated email ever could. When used strategically, they drive loyalty, engagement, and revenue.

So if you’re looking to stand out in ABM, Handwrytten offers the perfect blend of personal and scalable.

Ready to Transform Your ABM Outreach?

Break through the noise. Be remembered. Deliver experiences your accounts won’t forget.

Handwritten notes give your ABM strategy the personal edge it needs to truly stand out.
With Handwrytten, you can create authentic, memorable outreach that strengthens relationships at every stage.

Ready to make your connections count?
Visit www.handwrytten.com or contact us at sales@handwrytten.com to get started.

Frequently Asked Questions

💬 How do handwritten notes compare to email or direct mail in terms of ROI?
Handwritten notes have a higher open rate than standard direct mail or email. While emails can be deleted and mailers tossed, a handwritten note is almost always opened, read, and remembered—leading to stronger engagement and increased conversions over time.

💬 What if I don’t have time to write notes myself?
That’s exactly where platforms like Handwrytten come in. They allow you to send personalized, handwritten notes at scale without ever picking up a pen. You can automate the process while still maintaining the personal touch.

💬 Can I include branding or inserts with my handwritten note?
Yes. With Handwrytten, you can include your logo or even add branded gift cards and small enclosures. This adds another layer of impact and reinforces your brand experience.

💬 Are handwritten notes effective for industries outside of B2B tech?
Absolutely. While B2B tech companies use ABM frequently, handwritten outreach is powerful in industries like real estate, finance, healthcare, and non-profits—anywhere relationships drive results.

💬 How do I measure the success of a handwritten note campaign?
Trackable links, QR codes, or unique URLs included in the note can help measure engagement. You can also monitor follow-up responses, meetings booked, or revenue influenced to evaluate ROI.

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]]> Elevate Your Conference Outreach https://www.handwrytten.com/resources/elevate-your-conference-outreach/ Fri, 02 May 2025 14:00:24 +0000 https://www.handwrytten.com/?p=11160 In the high-energy world of conferences and trade shows, standing out is essential. Handwritten notes give you a powerful way to connect on a personal level—before, during, and after the event. Whether you’re looking to build client relationships, increase booth traffic, or leave a lasting impression, this guide will help you elevate your conference outreach […]

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]]> In the high-energy world of conferences and trade shows, standing out is essential. Handwritten notes give you a powerful way to connect on a personal level—before, during, and after the event. Whether you’re looking to build client relationships, increase booth traffic, or leave a lasting impression, this guide will help you elevate your conference outreach at every stage.

Before the Conference: Make a Memorable First Impression

Getting in touch early sets the tone for a meaningful interaction later. Whether you’re scheduling meetings or inviting attendees to your booth, handwritten notes help you elevate your conference outreach by building anticipation and rapport.

Example messages:

  • “Looking forward to seeing you at [Conference Name]! Stop by Booth 1228—we’ll have coffee and conversation ready.”
  • “We’re both attending [Conference Name]—let’s make time to connect. I’d love to hear more about your work with [company/project].”

📝 Pro Tip: Include a branded insert or a QR code with your calendar link, a free download, or an event map highlighting your booth.

During the Conference: Strengthen Real-Time Connections

Don’t wait until after the conference to follow up. By sending notes during the event, you strengthen new connections while the interaction is still fresh—helping to elevate your conference outreach with real-time relevance.

How to use notes mid-event:
  •  Recap a panel conversation
  •  Follow up on a booth visit
  •  Reinforce a potential partnership

Example message: “Enjoyed our conversation at the [panel/networking event] about [topic]. Your perspective on [industry trend] stuck with me—let’s reconnect soon.”

📝 Pro Tip: Make it personal. Jot a few details from each conversation—what stood out, what you discussed, or something memorable. That extra effort turns a simple note into a true connection.

Coffee, notebook, and greeting card.

 

After the Conference: Stand Out from the Post-Event Noise

Post-conference follow-up is where most connections fall flat. Set yourself apart by sending a handwritten thank-you that shows your appreciation and interest in building the relationship.

Ways to follow up:
  • Following up with qualified leads
  • Thanking booth visitors or demo attendees
  • Reconnecting with dormant contacts
  • Showing appreciation to event organizers and speakers

Example messages:

  • “Thanks for stopping by our booth at [Conference Name]. I really appreciated your insights on [topic]—looking forward to finding ways we can support your team.”
  • “Great to meet you at [event]. Based on our conversation, I think [your company] can help you achieve [goal]. Let’s continue the discussion.”

📝 Pro Tip: Pair your note with a small gesture—a gift card, a product sample, or a custom one-pager based on your discussion..

Additional Ways to Elevate Your Conference Outreach

Reconnect with Existing Clients

Conference time is a great excuse to check in with current clients. Reference something from the event or simply express appreciation for their continued partnership.

Thank Event Partners and Speakers

Show gratitude to those who helped make the event possible. A quick, genuine thank-you note is a simple way to leave a lasting impression.

Welcome New Contacts with a Personal Touch

Use notes to welcome new faces you met or were introduced to at the event. Even a few lines can help lay the foundation for future collaboration.

✅ Pro Tip: Mention their role or how you met to personalize your message even more.

Automate and Scale Your Outreach with Handwrytten

Want to elevate your conference outreach without handwriting hundreds of cards? Handwrytten lets you:

  • Automate your outreach through CRM integrations
  • Add personalized inserts, business cards, or QR codes
  • Choose from hundreds of cards, including branded options
  • Send notes domestically and internationally

With robots that write just like you, we help you keep the personal touch—without spending hours doing it.

Elevate Your Conference Outreach from Start to Finish

Whether you’re sending invitations, thanking attendees, or following up after the event, handwritten notes offer a standout strategy to elevate your conference outreach. They create real moments of connection in an increasingly digital world.

Explore more at Handwrytten.com or email sales@handwrytten.com to learn how to make your next event more memorable—and more successful.

Frequently Asked Questions

💬 Can I use handwritten outreach to drive booth traffic before a conference starts?
Yes! A handwritten note sent in advance can include your booth number, a special giveaway teaser, or a personal invitation to stop by. It helps your brand stand out before attendees even hit the expo floor.

💬 What if I don’t have addresses for the people I want to reach?
No problem—Handwrytten’s address collection tool makes it easy. Share a custom link where your recipients can securely enter their mailing info, and we’ll take it from there.

💬 Can handwritten notes be used to reconnect with people I didn’t get to meet?
Yes! If you missed a planned meetup or admired someone’s panel but didn’t connect, a handwritten note shows initiative and genuine interest. It’s a classy way to introduce yourself post-event.

💬 How long should a handwritten note be after a conference?
Short and thoughtful wins. Aim for 3–5 sentences that are warm, specific, and relevant. It’s not a sales pitch—it’s a relationship builder.

💬 Can I include a call-to-action in a handwritten note?
Definitely. Whether it’s scheduling a follow-up call or inviting them to download a resource, a gentle CTA can guide next steps—just keep it conversational and low-pressure.

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]]> Comfort Marketing: A New Strategy for Building Client Loyalty https://www.handwrytten.com/resources/comfort-marketing-strategy/ Thu, 06 Mar 2025 16:32:47 +0000 https://www.handwrytten.com/?p=10899 In a world where businesses are constantly trying to stand out, a new marketing approach has emerged—one that centers on emotional support and reassurance rather than traditional sales tactics. This approach is known as Comfort Marketing. Rather than pushing for a sale or asking for referrals, comfort marketing is all about offering clients a sense […]

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]]> In a world where businesses are constantly trying to stand out, a new marketing approach has emerged—one that centers on emotional support and reassurance rather than traditional sales tactics. This approach is known as Comfort Marketing. Rather than pushing for a sale or asking for referrals, comfort marketing is all about offering clients a sense of calm and confidence during times of uncertainty. Whether due to shifts in the economy, natural disasters, or market disruptions, comfort marketing focuses on being there for your clients when they need it most. 

To understand how comfort marketing works, let’s break it down through the 3Cs: Content, Cadence, and Channel. 

Content: What is Comfort Marketing? 

Comfort marketing is rooted in the idea of providing emotional reassurance to clients. It’s about offering support, empathy, and stability when clients may feel uncertain or anxious. The beauty of comfort marketing lies in its simplicity: It doesn’t ask for anything in return, such as a sale or referral. Instead, it seeks to create a moment of connection, demonstrating that your brand cares about the client’s well-being. 

Examples of comfort marketing include: 

  • Handwritten notes offering words of support after major events like wildfires, floods, or economic disruptions. 
  • Messaging that reassures clients that your brand will remain strong and stable, even in times of crisis. 
  • A simple acknowledgment of challenges, like inflation or tariffs, along with a promise that your brand will continue to stand by them. 

These messages are intended to provide comfort, letting your clients know you’re thinking of them during tough times. 

Handwrytten cards

Cadence: How Often Should You Reach Out? Is Follow-Up Necessary? 

The timing and frequency of comfort marketing outreach are crucial. It’s important to strike a balance between offering reassurance without overwhelming your clients with too many messages. Comfort marketing is about being thoughtful and strategic—reaching out at just the right moment when clients need it most. 

How Often Should You Reach Out? 

Comfort marketing doesn’t require constant outreach. Instead, it’s about reaching out at key moments. For example, after a significant event or change, such as: 

  • A natural disaster that has affected the community 
  • Economic shifts that may impact your clients’ businesses 
  • Political or social events that create a sense of uncertainty 

These are the moments when a message of comfort can have the most impact. Reaching out after such events shows that you’re aware of your clients’ circumstances and are offering support, not a sales pitch. 

Is Follow-Up Necessary? 

While it’s not essential to follow up with every message, you can consider it when the client responds or engages with your initial message. A follow-up message could be a simple check-in, but make sure not to turn it into a marketing pitch. The goal is to keep the relationship human, not transactional. 

Handwrytten cards

Channel: Is Text, Email, or Handwritten Notes the Right Approach? 

Comfort marketing is all about delivering the right message through the right channel. Different types of messages resonate differently depending on the medium, so it’s important to choose the right channel for the situation. 

Text Message 

Text messages can be a quick and informal way to reach out, but they may not always convey the level of empathy or thoughtfulness that comfort marketing demands. While effective for shorter, more immediate messages, text is best suited for minor disruptions or quick check-ins, such as after a brief service issue or small market shift. 

When to use: A quick, supportive message after a small setback, like a service disruption. 

Email 

Email is a more formal communication channel and can allow for a deeper, more detailed message. This is the ideal channel when you need to provide reassurance about larger events, such as changes in the economy or major disruptions like political shifts. It’s also a great platform for explaining how your business is adapting to challenges, while still focusing on the well-being of your clients. 

When to use: For sending updates on business continuity, economic shifts, or larger crises that might affect your clients. 

Handwritten Notes 

Handwritten notes are the gold standard in comfort marketing. They show a level of personal investment and attention to detail that emails and texts simply can’t match. A well-crafted handwritten note can go a long way in demonstrating that you genuinely care about your client’s well-being. The tactile nature of a handwritten note also makes it feel more sincere, as it requires more effort than an email or text. 

When to use: After major life events, disasters, or shifts in the market, when you want to offer deep emotional reassurance and show that you’re there for your client. 

The Power of Comfort Marketing 

Comfort marketing is a simple but powerful approach to building client relationships. By focusing on content, cadence, and channel, businesses can offer clients the emotional support they need during times of change or uncertainty. This strategy isn’t about asking for anything in return; it’s about being there for your clients, demonstrating that your brand is a source of stability and reassurance. Whether it’s through a thoughtful handwritten note, a compassionate email, or a quick text, comfort marketing builds trust and loyalty, strengthening your brand’s relationship with its clients. 

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]]> Beyond Insurance Policies: Creating Meaningful Client Connections https://www.handwrytten.com/resources/beyond-insurance-policies-creating-meaningful-client-connections/ Fri, 24 Jan 2025 14:30:53 +0000 https://www.handwrytten.com/?p=10704 In the highly competitive insurance industry, where every company claims to have the best rates or the most comprehensive policies, true differentiation comes not from what you sell but how you make your clients feel. Building meaningful client connections goes beyond transactional interactions. It’s about fostering trust, loyalty, and emotional bonds that turn one-time policyholders […]

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]]> In the highly competitive insurance industry, where every company claims to have the best rates or the most comprehensive policies, true differentiation comes not from what you sell but how you make your clients feel. Building meaningful client connections goes beyond transactional interactions. It’s about fostering trust, loyalty, and emotional bonds that turn one-time policyholders into lifelong advocates for your brand.

Let’s explore creative strategies for forging meaningful connections and how Handwrytten can help you scale personal outreach, all while maintaining authenticity.

Why Meaningful Client Connections Matter

The success of an insurance business hinges on more than just acquiring new clients. Loyal customers bring stability, growth, and long-term revenue. Here’s why meaningful connections are vital:

  • Improved Retention: Clients who feel valued are less likely to shop around for other providers.
  • Increased Referrals: Happy clients share their experiences, bringing new business through word-of-mouth.
  • Stronger Brand Identity: Personalized service helps your brand stand out in a sea of competitors.

Real-Life Example: An independent insurance agency in Seattle sent handwritten cards to every client celebrating their policy anniversaries. One client, a small business owner, was so touched by the gesture that they referred five other business owners, resulting in new policy sales worth $50,000 annually.

Strategies for Creating Meaningful Client Connections

Personalized Interactions

A generic email or text can feel impersonal, but a thoughtful, handwritten note creates a lasting impact.

Celebrate Milestones: Send cards for birthdays, policy anniversaries, or life events like purchasing a new home or car.

Express Gratitude: A simple “thank you” note after a meeting or policy renewal can go a long way.

Real-Life Example: A California-based insurance agent sent handwritten holiday cards with a personal note thanking clients for their trust. One client responded with an email saying it was the first time they’d felt truly appreciated by an insurance provider.

Proactive Customer Service

Don’t wait for clients to contact you—reach out first.

Check-Ins: Regularly touch base to ensure policies are meeting clients’ needs.

Renewal Reminders: Make the renewal process seamless by sending timely reminders with options for updates or upgrades.

Real-Life Example: An insurance company specializing in health coverage proactively reached out to clients during open enrollment with personalized policy recommendations. Clients appreciated the guidance, leading to a 20% increase in renewals.

Handwrytten cards for business

Celebrating Life Events

Recognizing your clients’ achievements and milestones humanizes your business.

Congratulate clients on milestones like starting a business or welcoming a new family member.

Send small tokens of appreciation, like a handwritten card or a branded gift, during major life transitions.

Real-Life Example: A Florida insurance agency sent a “congrats on your new home” card and a gift card for a local hardware store to clients who purchased homeowner’s insurance. This gesture led to positive reviews and strengthened community relationships.

Educational Outreach

Empower your clients with knowledge, showing that you care about their well-being, not just their premiums.

Host webinars or workshops on topics like financial planning, disaster preparedness, or retirement savings.

Share easy-to-digest resources tailored to their specific policies.

Real-Life Example: A Midwest insurance firm created a webinar series on understanding life insurance, targeting young families. The series not only engaged existing clients but also attracted new leads, resulting in a 15% boost in policy sales.

Using Handwrytten to Build Client Connections

Scaling personalized outreach can be challenging, especially for larger agencies. Handwrytten offers a solution by blending technology with the charm of handwritten notes.

Scaling Personal Touches

Handwrytten allows you to send authentic, handwritten notes to hundreds—or even thousands—of clients. Each note is written with a pen, ensuring it looks just as personal as if you wrote it yourself.

Real-Life Example: A national insurance brokerage used Handwrytten to send thank-you cards to 10,000 clients during their annual appreciation week. Despite the scale, every card felt personal, leading to a 35% increase in client retention rates.

Customization and Branding

Handwrytten lets you design stationery that reflects your brand identity, complete with logos, taglines, and unique designs.

Real-Life Example: A boutique insurance agency created branded Valentine’s Day cards using Handwrytten. The cards featured the agency’s logo, a heartfelt message, and a discount offer for referrals. This campaign generated a 20% increase in new client leads.

Saving Time While Staying Authentic

Instead of spending hours writing notes, Handwrytten automates the process without sacrificing the authenticity of handwritten communication.

Handwrytten cards for business

Examples of Handwritten Messages for Insurance Clients

  1. Welcome Note for New Clients

“Dear [Name], thank you for choosing [Your Company]! We’re honored to be your trusted partner in protecting what matters most to you. Please don’t hesitate to reach out if you need anything. Wishing you a great start to this new chapter!”

  1. Policy Renewal Reminder

“Hi [Name], it’s that time again! Your policy renewal is coming up on [Date]. If you have any questions or need updates, we’re here to help. Thank you for trusting us year after year!”

  1. Birthday Card

“Happy Birthday, [Name]! We hope your day is as special as you are to us. Thank you for allowing us to serve your insurance needs. Here’s to another fantastic year!”

  1. Thank-You Note After a Referral

“Dear [Name], we’re so grateful for your recent referral. It means the world to us that you trust our services enough to recommend us to your friends and family. Thank you for your continued support!”

Benefits of Meaningful Client Connections

Building meaningful client connections isn’t just a nice-to-have; it’s a must for thriving in the insurance industry. Here’s how it pays off:

  • Loyalty: Customers who feel valued are more likely to stay with your company.
  • Positive Reputation: Personalized gestures enhance your brand’s image.
  • Referrals and Reviews: Happy clients share their experiences, driving new business.

Real-Life Example: An Atlanta insurance firm saw a 25% increase in five-star Google reviews after implementing a handwritten card campaign for policy anniversaries.

Frequently Asked Questions (FAQs) About Using Handwrytten for Insurance Client Outreach

 

Why should I send handwritten notes to clients?

Handwritten notes show care and appreciation, fostering trust and loyalty that generic communication methods can’t achieve.

How can I scale handwritten communication for my entire client base?

Handwrytten’s technology enables you to send thousands of handwritten notes efficiently, maintaining the authenticity of a personal touch.

What types of messages should I send?

Send notes for client milestones, thank-you messages, policy updates, and even seasonal greetings to keep the connection alive.

Is this approach cost-effective?

Yes! The ROI from improved retention, referrals, and enhanced client relationships often outweighs the cost of personalized outreach.

Build Lasting Bonds in the Insurance Industry with Handwrytten

In an industry where trust and loyalty are paramount, going beyond insurance policies to create meaningful client connections can set your business apart. Whether it’s a handwritten thank-you note, a policy renewal reminder, or a simple birthday greeting, these small gestures can make a big difference.

With Handwrytten, scaling these efforts has never been easier. Show your clients they’re more than a policy number—let them know they’re truly valued. Start building stronger, more meaningful connections today, one handwritten note at a time.

The post Beyond Insurance Policies: Creating Meaningful Client Connections appeared first on Handwrytten.

]]> Love Your Customers: Creative Valentine’s Day Marketing Ideas https://www.handwrytten.com/resources/valentines-day-marketing-ideas/ Thu, 02 Jan 2025 16:56:37 +0000 https://www.handwrytten.com/?p=10702 The Valentine’s Day holiday, brimming with heartfelt sentiment, offers a unique chance to go beyond the usual marketing tactics and create genuine, lasting connections. By thinking creatively and embracing personal touches, like handwritten cards, your brand can turn Valentine’s Day into a celebration of customer appreciation. Whether you’re a boutique retailer or a global company, […]

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]]> The Valentine’s Day holiday, brimming with heartfelt sentiment, offers a unique chance to go beyond the usual marketing tactics and create genuine, lasting connections. By thinking creatively and embracing personal touches, like handwritten cards, your brand can turn Valentine’s Day into a celebration of customer appreciation. Whether you’re a boutique retailer or a global company, showing a little extra love this season can spark stronger relationships and long-term loyalty. Let’s dive into some innovative ideas to make this Valentine’s Day one your customers won’t forget!

Why Valentine’s Day Marketing Matters

Valentine’s Day is one of the most celebrated holidays, offering a chance to connect with customers emotionally. Engaging with your audience during this time can:

  • Foster customer loyalty by showing appreciation.
  • Boost brand visibility through unique campaigns.
  • Drive sales with timely promotions and offers.
  • Create memorable experiences that keep your business top-of-mind.

The key to success is to design campaigns that align with your brand while making customers feel special and valued.

Handwrytten Valentine Cards

Creative Valentine’s Day Marketing Ideas

Handwritten Valentine’s Cards

Nothing says “we care” like a handwritten note. Sending Valentine’s Day cards to customers can create a personal connection that digital marketing often lacks.

How it works for different businesses:

Retailers: Include a handwritten card with online orders during February.

Service Providers: Send cards to top clients thanking them for their loyalty.

B2B Companies: Use cards to nurture leads or reconnect with past clients.

Example: A boutique clothing store could send a card that says, “Roses are red, violets are blue, we love having customers like you!” Add a discount code to sweeten the gesture.

Social Media Contests and Giveaways

Valentine’s Day is perfect for interactive campaigns. Contests encourage engagement and increase your social media reach.

Ideas for different businesses:

Restaurants: Ask followers to share their favorite Valentine’s Day dish for a chance to win a free meal.

Fitness Centers: Run a photo contest encouraging couples to share how they work out together.

E-commerce: Offer a prize for the best story about a gift they’ve bought from your store.

Tip: Pair the contest with a branded hashtag to increase visibility.

Limited-Time Promotions

Valentine’s Day-themed promotions can drive urgency and sales. Create offers that align with the holiday’s theme.

Ideas for different businesses:

Spas: Bundle couples’ massages or skincare treatments with a Valentine’s Day discount.

Flower Shops: Offer special packages that include flowers, chocolates, and a handwritten card.

Subscription Services: Provide a “Buy One, Gift One” offer to encourage sharing.

Example: A subscription box service could promote, “Share the love! Subscribe this month and send a free gift to a loved one.

Customized Products or Services

Offering personalized options adds an extra layer of thoughtfulness to your Valentine’s Day marketing.

Ideas for different businesses:

Jewelry Stores: Engrave customers’ names or special dates on products.

Food & Beverage Brands: Create Valentine’s-themed packaging with heartfelt messages.

Tech Companies: Offer Valentine’s Day-inspired skins or accessories.

Example: A bakery could allow customers to customize cookies with messages like “Be Mine” or “You’re Sweet.”

Charity Campaigns

Show your business’s heart by giving back to the community. Use Valentine’s Day as an opportunity to support a cause that resonates with your audience.

Ideas for different businesses:

Retailers: Donate a portion of February sales to a charity.

Health & Wellness Brands: Partner with a nonprofit to offer wellness services to those in need.

B2B Companies: Match customer donations to a charitable organization.

Example: A local coffee shop could run a campaign like “Share the Love: For every coffee sold on Valentine’s Day, we’ll donate $1 to a local food bank.”

Exclusive Valentine’s Day Events

Host events that bring customers together and create memorable experiences.

Ideas for different businesses:

Restaurants: Plan a romantic dining experience with a special Valentine’s menu.

Fitness Studios: Offer partner yoga or dance classes.

Retailers: Host a crafting night where customers can create Valentine’s Day cards or gifts.

Example: A bookstore could host a “Blind Date with a Book” event, where customers pick wrapped books with enticing descriptions.

User-Generated Content Campaigns

Encourage customers to share their love for your brand by creating content that features your products or services.

Ideas for different businesses:

Fashion Brands: Ask customers to post photos wearing your products with a Valentine’s theme.

Home Decor Stores: Invite customers to share how they’ve styled your products for Valentine’s Day.

Pet Services: Run a campaign where customers share how they “love” their pets with your products.

Tip: Feature user-generated content on your website or social media to strengthen customer connections.

Email Campaigns with a Personal Touch

Send Valentine’s Day-themed emails to remind customers you’re thinking of them.

Ideas for different businesses:

E-commerce: Share a curated list of gift ideas for Valentine’s Day.

Professional Services: Send a thank-you email with a message of appreciation.

Hospitality: Offer exclusive deals for Valentine’s Day getaways.

Example: An email could say, “This Valentine’s Day, we want to thank you for being part of our family. Use code LOVE20 for 20% off your next order.”

Handwrytten Valentine Cards

Frequently Asked Questions (FAQs) About Using Valentine’s Day  Marketing

Why should businesses send Valentine’s Day cards to customers?

Valentine’s Day cards are a thoughtful way to show appreciation and foster emotional connections. They help businesses stand out, increase customer loyalty, and create a memorable brand experience.

How can I use handwritten Valentine’s Day cards in my marketing?

You can include them in orders, send them to top clients, or use them as part of a larger campaign, such as a loyalty program or promotion. Add personalized messages or offers to make the cards even more impactful.

What should I write in a Valentine’s Day card for customers?

Keep it simple, heartfelt, and on-brand. Express gratitude, acknowledge their importance to your business, and include a friendly, positive message.

Why Handwrytten Is the Perfect Solution for Valentine’s Day Marketing

Handwrytten’s innovative technology takes the effort out of sending handwritten cards while maintaining authenticity. Here’s how it works:

  1. Type or Craft Your Message: Write your note yourself or use Handwrytten’s AI to perfect the message.
  2. Choose a Card Design: Select from a beautiful range of designs or upload your custom branding.
  3. Scale with Ease: Handwrytten’s robots write each card individually, ensuring a personal touch for every recipient.

With Handwrytten, you can create positive impressions, strengthen customer relationships, and build long-lasting bonds—all while scaling your outreach effortlessly.

Valentine’s Day is your chance to show customers how much they mean to your business. Whether it’s through handwritten cards, engaging campaigns, or thoughtful gestures, the effort you put into this season will leave a lasting impression. With Handwrytten, you can elevate your Valentine’s Day marketing and connect with your customers in a meaningful way. Start crafting your campaign today and let Handwrytten help you spread the love—one handwritten card at a time!

The post Love Your Customers: Creative Valentine’s Day Marketing Ideas appeared first on Handwrytten.

]]> Harness the Power of Your Customers: Leverage Referrals for Growth https://www.handwrytten.com/resources/harness-the-power-of-your-customers-leverage-referrals-for-growth/ Wed, 18 Sep 2024 16:30:56 +0000 https://www.handwrytten.com/?p=10444 In today’s fast-paced business environment, customer acquisition strategies are constantly evolving. While many businesses focus on aggressive advertising campaigns and cold outreach, there’s a more personal and authentic approach that often gets overlooked—leveraging your existing customers for referrals. A satisfied customer is not only a repeat buyer but also a potential ambassador for your brand. […]

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]]> In today’s fast-paced business environment, customer acquisition strategies are constantly evolving. While many businesses focus on aggressive advertising campaigns and cold outreach, there’s a more personal and authentic approach that often gets overlooked—leveraging your existing customers for referrals.

A satisfied customer is not only a repeat buyer but also a potential ambassador for your brand. One of the most effective, yet often underutilized, ways to turn happy customers into referral generators is by sending personalized, handwritten cards.

With services like Handwrytten, which uses AI-powered technology to create handwritten notes in your unique handwriting, businesses can tap into the emotional impact of these personalized gestures. A greeting card sent to celebrate a birthday, or anniversary, or simply to express gratitude can go a long way in fostering deeper customer relationships and encouraging referrals.

How Can Sending Greeting Cards Turn Into a Client Referral?

In the world of digital marketing, most businesses focus on emails, ads, and social media engagement. But there’s something about the tangible and personal touch of a handwritten card that goes beyond what any online interaction can provide. It creates a lasting impression that customers remember and appreciate.

So, how exactly does sending a greeting card translate into client referrals? It’s simple—personal touch strengthens relationships, and strong relationships drive referrals.

When you send a customer a card, you’re doing more than acknowledging them; you’re showing that you value their business. This kind of recognition makes customers feel valued, making them more likely to spread the word about your business to their friends, family, and colleagues. By reminding customers of your brand in such a thoughtful and unique way, they’re more likely to recommend you when someone in their circle is looking for services or products like yours.

Example Scenario:
Imagine you run a local bakery, and you’ve been working with Handwrytten to send cards to customers on their birthdays. Along with the card, you offer them a complimentary pastry as a gift. This small gesture not only builds loyalty but also encourages customers to talk about their experiences with others. When a friend of theirs mentions they’re looking for a bakery, guess whose name they’ll recommend?

How to Celebrate With Your Customers

Celebrating with your customers isn’t just about thanking them for their business; it’s about acknowledging their milestones and letting them know you’re thinking of them. Sending cards for major holidays, anniversaries, or personal achievements can make customers feel special and deepen their connection with your brand.

Here are some occasions you can leverage to send greeting cards and examples of the types of messages you could include:

Major Holidays

Christmas/New Year’s:
“Wishing you a joyous holiday season and a happy New Year! We appreciate your continued trust in us and look forward to serving you in the coming year.”

Thanksgiving:
“We’re thankful for your loyalty and support. Wishing you a wonderful Thanksgiving filled with warmth and gratitude.”

Anniversaries

Customer Anniversary:
“It’s been one year since you first became a part of our community, and we couldn’t be more grateful! Here’s to many more years together.”

Company Anniversary:
“As we celebrate our 5th anniversary, we want to thank you for being a part of our journey. Your support has been essential to our growth.”

Birthdays

Customer Birthday:
“Happy Birthday from all of us at [Your Company]! Enjoy this special day, and we look forward to making it even sweeter with a special treat just for you.”

Congratulations

New Home:
“Congratulations on your new home! May it be filled with joy, laughter, and wonderful memories.”

Sympathy/Encouragement

Sympathy:
“Our hearts go out to you during this difficult time. Please know that we are thinking of you.”

Encouragement:
“We know you’ve been through a tough time recently, but we believe in your strength. Wishing you peace and resilience moving forward.”

By sending cards for such personal moments, you’re not only strengthening relationships but also reminding your customers why they love your business. These moments of celebration and connection make customers more likely to refer you when someone asks for a recommendation.

Send Unexpected Greeting Cards

Sometimes, the best way to make an impression is by doing the unexpected. While major holidays and birthdays are a great time to send cards, sending them during less traditional moments can make your brand stand out even more. Here are some ideas to help you leverage customer referrals through greeting cards:

Mother’s Day/Father’s Day

Mother’s Day:
“To all the wonderful moms who are a part of our community, we celebrate you today and every day. Happy Mother’s Day!”

Father’s Day:
“To the fathers who work hard and love harder, we appreciate everything you do. Happy Father’s Day!”

Military Appreciation

Veterans Day:
“Thank you for your service and sacrifice. We are deeply grateful to the veterans who have given so much for our freedom.”

Teacher Appreciation

Teacher Appreciation Day:
“To the teachers who inspire the next generation, we are honored to support you in any way we can. Thank you for all that you do.”

Customer-Specific Occasions

Sometimes, sending a card just because can be even more powerful. Whether it’s a note of encouragement or a thank you for continued support, unexpected cards are a great way to surprise and delight your customers, encouraging them to share their positive experiences with others.

How to Ask for Customer Referrals from a Client Using Handwrytten

Now that you’ve built a relationship with your customers through thoughtful gestures, how do you ask for a referral? Asking for a referral doesn’t have to be awkward or feel like a sales pitch. Here’s how to use Handwrytten cards to make your ask feel genuine and natural:

  1. Include a Personalized Message:
    Write a short note thanking your customer for their loyalty and support. Mention how much their business means to you and gently suggest that if they know someone who could benefit from your services, you’d be honored if they passed your name along.
  2. Incentivize the Referral:
    Consider offering an incentive, such as a discount or a free product, for every referral your customer sends your way. You can mention this in the card with a friendly tone, such as:
    “We’d love to meet more people like you! If you know someone who would enjoy our services, feel free to refer them our way, and we’ll send you a thank-you gift in return.”
  3. Add a Referral Card:
    Along with your Handwrytten card, include a separate referral card that they can give to their friends or family. This physical card acts as a reminder for both the referrer and the referred.

Example Referral Request:
“We value your support and would love to share our services with more people like you. If you know someone who would benefit from what we offer, feel free to pass along this referral card. As a thank you, we’ll send you a special gift with your next order!”

By making your ask feel personal and thoughtful, rather than transactional, you’ll increase the likelihood that your customers will follow through and refer someone to your business.

Frequently Asked Questions (FAQ)

How does sending handwritten cards help with client referrals?

Sending handwritten cards helps build a more personal connection with your clients. When customers feel appreciated and valued, they are more likely to recommend your services to others. The emotional impact of receiving a thoughtful, physical card makes a stronger impression than a generic email or message.

Why are handwritten cards more effective than emails?

Handwritten cards stand out because they feel more personal and tangible. In a world filled with digital noise, receiving a physical card can create a memorable moment for the recipient, making them feel appreciated and connected to your brand.

How often should I send handwritten cards to customers?

It depends on your relationship with your customers, but key moments such as birthdays, anniversaries, and major holidays are great times to send cards. Additionally, sending an unexpected card during off-peak times can surprise and delight your customers, making them more likely to refer your business.

Can I ask for customer referrals on a handwritten card?

Yes! Handwritten cards are a perfect medium to ask for referrals in a non-intrusive way. By personalizing your message and adding a referral card, you make the ask feel natural and genuine, increasing the likelihood that customers will follow through. However, you’ll want to make sure you do so in a gentle, natural way and not seem too pushy or forceful. Customer referrals should occur in a way that is authentic.

What are some occasions where sending a card might encourage referrals?

Occasions like customer birthdays, anniversaries, major holidays, and unexpected moments (e.g., Teacher Appreciation Day or Veterans Day) are perfect opportunities to connect with your customers and encourage referrals.

How can I use Handwrytten to personalize my cards?

With Handwrytten, you can create cards in your unique handwriting, making your message feel even more personal. You can customize the message, choose from various card designs, and Handwrytten will send the card directly to your customers.

Leverage the Power of Personalized, Handwritten Notes with Handwrytten

By leveraging the power of personalized, handwritten cards, businesses can foster deeper relationships with their customers, turning them into enthusiastic advocates who will refer others to your business. Handwrytten makes it easy to send these thoughtful, impactful gestures at just the right time, helping you harness the power of your existing customers to fuel growth.

In the meantime, discover the many industries that have benefitted from using Handwrytten’s unique offerings. From automotive dealerships to insurance agents, there’s a place for handwritten notes in every business practice. Contact our team to get started building new connections today!

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]]> 30 Handwritten Insurance Thank You Card Templates for Agents https://www.handwrytten.com/resources/handwritten-insurance-thank-you-cards/ Fri, 10 Nov 2023 18:34:26 +0000 https://www.handwrytten.com/?p=8556 Insurance can be a tricky industry, and for good reason: your decision making and suggestions have a direct effect on the lives of your clients. As such, ensuring that you have tight-knit relationships with your clients is crucial, both from a business perspective as well as a personal one. Why write a handwritten insurance thank […]

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]]> Insurance can be a tricky industry, and for good reason: your decision making and suggestions have a direct effect on the lives of your clients. As such, ensuring that you have tight-knit relationships with your clients is crucial, both from a business perspective as well as a personal one.

Why write a handwritten insurance thank you card?

Firefly a picture of an insurance agent shaking hands with a client in front at the office

To maintain and strengthen relationships with your insurance clients, there are a plethora of things you can (and should) do. Regular email reminders, checking in with a client after they’ve had an accident to see how they’re doing, and asking “how are you?” during meetings are great places to start, but there is something that beats out these more common steps: handwritten insurance thank you cards.

Let’s step into the shoes of your client, and imagine a few situations.

Situation 1: You’ve recently purchased a new policy from Jerry Stein, an insurance agent highly recommended to you by a close friend. You only spoke on the phone briefly, but the conversation was brief, yet you trust your friend enough to buy the policy without more context. Afterward, you receive an obviously automated email, thanking you for your policy purchase – that’s the last you hear from ‘Jerry’.

Situation 2: Let’s start with the same context – you just finished purchasing a policy from Jerry, and you’ve received the same automated email. But one week later, you receive a card in the mail from Jerry. You open the envelope to see a colorful ‘thank you’ on the front. On the inside, a brief message, referencing your friend and thanking you for purchasing a policy, closing by mentioning that he’s excited and honored to have your trust.

In which situation would you feel more compelled to trust your insurance agent? In which situation are you more likely to think “I made the right choice”?

Retaining your current clients is not only more cost-effective for you as an agent, but it also helps you to solidify relationships with your clients, leading to a greater overall impact on people’s lives into the future.

Steps to write a successful thank you card

The steps to writing the perfect thank you card are quite simple.

  1. Use a personable greeting: don’t make it sound robotic, or forced. Something as simple as “Hi [name]!” works perfectly fine.
  2. Why are you thanking them? Make it clear, right off the bat, why you are sending them this thank you note. Is it because of a policy renewal, or because they referred someone to your business?
  3. Mention any relevant or timely information: If they’ve made a claim, but may be uninformed of the timeline for it, relay that info. Provide the value that you can when sending a thank you note to your insurance clients.
  4. A brief closing: The ending doesn’t need to be anything more than thanking them for their trust. Appreciation is the key here.

Insurance thank you templates segmented by situation

Firefly a picture of an insurance agent with glasses and business suit writing something to card

Now that we have an idea of how to write an insurance thank you note from scratch, we wanted to give you some examples to work with. Feel free to use these to act as the starting template for your thank you note, but ensure you edit it – personalize it.

Your clients are people, and most people can feel if a handwritten note for insurance is genuine, or if it’s just been copy and pasted from a website. All this editing takes is changing a word here or there, putting your own personal spin on it.

That being said – let’s get into it.

Introduction/onboarding new customer templates for insurance agents

  1. Hi [name]!

Thank you for putting your faith in me and [insurance company name] to protect your belongings. I’m excited to be on this journey with you.

If at any point throughout our time together, you need anything – just reach out. I’m here to support you in whatever ways you need.

Looking forward to the future,

[your name]

  1. Dear [name],

I couldn’t be happier that our paths have crossed and that I get the opportunity to help you navigate the insurance world. Thank you for trusting me and [insurance company name] with your protection. I’m honored to be a part of your risk management plan.

Warm regards,

[your name]

  1. Hey [name],

Welcome to the family! It’s truly an honor to have you as a policyholder at [insurance company name]. You, me and your policies are going to make one heck of a team.

I’m looking forward to working with you.

Best regards,

[your name]

New policy purchase insurance note templates

  1. Hi [name],

Thanks for taking the time to speak with me about your insurance needs. It was a pleasure doing business with you and I look forward to our continued partnership moving into the future.

Best,

[your name]

  1. Hey [name],

I wanted to thank you personally for choosing [insurance company name] as your insurance provider. We work hard to ensure that our clients feel like they are a part of our family, and I am confident that we will provide you with exceptional service.

Thank you again,

[your name]

  1. Dear [name],

I’m thrilled that you’ve chosen to protect yourself and your loved ones by purchasing insurance from us. I am dedicated to providing top-notch service and making sure your needs are taken care of.

Thank you for your trust,

[your name]

Policy renewal notes for insurance brokers

  1. Hi [name],

Thank you for your continued trust in me and [insurance company name]. It has been an honor to protect you for the past [number] years and I look forward to continuing our relationship.

Sincerely,

[your name]

  1. Hey [name],

Happy Policy Renewal Day! It’s been such a pleasure working with you over the past year. Thank you for choosing [insurance company name] as your insurance provider.

Here’s to many more years together,

[your name]

  1. Dear [name],

I wanted to take a moment to thank you for renewing your policy with us at [insurance company name]. We appreciate your loyalty and look forward to another year of protecting you and your loved ones.

Best regards,

[your name]

Referral messages for insurance agents

  1. Hi [name],

I just wanted to take a moment to thank you for referring your friend/family member/co-worker, [name], to our insurance agency. It means a lot to me that you trust us with the people who matter most to you.

Thanks again,

[your name]

  1. Hey [name],

Thank you so much for referring [name] to our insurance agency. We love working with clients like yourself, and we’re excited to welcome [name] into our family.

Warmly,

[your name]

  1. Dear [name],

Thank you for recommending us to your colleague, [name]. It’s always a pleasure to work with people who value the protection of their loved ones as much as we do. I’m looking forward to providing [name] with the same level of service and care that you have received.

Sincerely,

[your name]

Claims assistance note templates for insurance brokers

  1. Hi [name],

I just wanted to touch base with you regarding your recent claim. I understand that the process can be overwhelming, but please know that I am here to help in any way possible.

Do not hesitate to reach out if you have any questions or need additional support. We’re in this together.

Best,

[your name]

  1. Hey [name],

I hope you’re doing well. I wanted to check in with you about your claim and see if there is anything I can do to make the process smoother for you. Please don’t hesitate to reach out if you need assistance or have any concerns.

Take care,

[your name]

  1. Dear [name],

I know that experiencing a loss can be difficult, and I want you to know that I am here for you every step of the way. Please let me know if there is anything I can do to ease the burden or make the claims process easier.

Sincerely,

[your name]

Client appreciation note templates

  1. Hi [name],

I just wanted to take a moment to express my gratitude for your continued business with us. We truly value you as a client and appreciate the trust you have placed in our agency.

Thank you,

[your name]

  1. Hey [name],

I wanted to take a moment to say – thank you for being such an amazing client. Your loyalty and support mean the world to me and I am grateful for your business.

Warm regards,

[your name]

  1. Dear [name],

I am so grateful to have you as a client and I want to thank you for your trust and support over the years. It’s been a pleasure working with you and I look forward to many more years of partnership.

Thank you,

[your name]

Customer service survey completion letter template for insurance agents

  1. Hi [name],

Thank you for taking the time to complete our customer service survey. Your feedback is extremely valuable to us and will help us improve our services.

If there is anything else you would like to share, please do not hesitate to reach out. We always strive to provide the best possible experience for our clients.

Thanks again,

[your name]

  1. Hey [name],

I wanted to personally thank you for completing our customer service survey. Your input is important to us and we will use it to better serve you and our other clients.

We appreciate your business and look forward to continuing to provide top-notch service.

Best regards,

[your name]

  1. Dear [name],

Thank you for taking the time to complete our customer service survey. Your feedback is a valuable tool for us to constantly improve and better meet the needs of our clients.

Please know that we are always here for you and ready to assist in any way possible.

Sincerely,

[your name]

Special occasion (birthday, anniversary, holiday) insurance thank you notes

  1. Hi [name],

Happy birthday/anniversary/holiday! I wanted to take a moment to thank you for choosing us as your insurance provider and for being a part of our family. We hope this special day is filled with joy and love.

Warmly,

[your name]

  1. Hey [name],

Wishing you a very happy birthday/anniversary/holiday! We are grateful for your continued trust in our insurance agency and hope you have a wonderful day.

Thank you,

[your name]

  1. Dear [name],

Happy birthday/anniversary/holiday! As we celebrate this special occasion, I want to express my gratitude for your loyalty and support as a client. It is an honor to serve you and your loved ones.

Best regards,

[your name]

Checking in after a disaster or emergency templates for insurance brokers

NOTE: As this can be a slightly touchier subject, make sure to be tactful in how your final version comes out. The goal here isn’t to ‘sell’ them – it’s to be there for them as a resource, when and how they need it.

  1. Hi [name],

I hope you and your loved ones are safe after the recent disaster/emergency. Please know that our team is here to support you in any way possible.

If you need assistance with filing a claim or have any questions, please do not hesitate to reach out.

Take care,

[your name]

  1. Hey [name],

We wanted to check in and see how you are doing after the recent disaster/emergency. We hope you and your family are safe and well.

If there is anything we can do to help, please let us know. We are here for you.

Sincerely,

[your name]

  1. Dear [name],

Our thoughts are with you during this difficult time after the recent disaster/emergency. We just wanted to remind you that we are here for you and ready to assist with any insurance needs or concerns.

Please take care and let us know if there is anything we can do.

Best regards,

[your name]

Addition of new vehicle/property/family member to insurance policy letter templates

  1. Hi [name],

I wanted to inform you that we have added your new vehicle/property/family member to your insurance policy. Please review the updated policy and let me know if you have any questions.

Thank you for choosing us as your insurance provider.

Best regards,

[your name]

  1. Hey [name],

Just a quick note to let you know that we have successfully added your new vehicle/property/family member to your insurance policy. Please review the updated policy and let us know if anything needs to be adjusted.

Thank you for your continued trust in our agency.

Sincerely,

[your name]

  1. Dear [name],

I am pleased to inform you that we have officially added your new vehicle/property/family member to your insurance policy. We appreciate your business and are here to assist with any insurance needs in the future.

Best regards,

[your name]

How Handwrytten can help automate your insurance thank you cards

Handwrytten is a convenient and efficient way to automate your insurance thank you cards. Our platform allows you to easily personalize and send handwritten notes to your clients, saving you time while still providing a personal touch.

Here’s how it works:

  1. Choose from our variety of high-quality card designs or upload your own branded design.
  2. Write your message or use one of our pre-written templates.
  3. Upload your client list or select individual recipients.
  4. Our team of expert handwriting robots will beautifully transcribe your message onto each card – you get to choose the font you’d like best from our library of fonts.
  5. Your cards will be carefully addressed, stamped, and mailed out to your clients on the chosen date.

With Handwrytten, you can easily express gratitude and appreciation to your clients, helping to strengthen your relationship and retain their business. We even integrate with a plethora of different platforms to automate your handwritten notes, including HubSpot, Integrately, Make, Salesforce, and many more.

Give us a try and see the impact handwritten notes can make for your insurance agency. So why wait?

The post 30 Handwritten Insurance Thank You Card Templates for Agents appeared first on Handwrytten.

]]> Handwritten Notes for Insurance Agents: A 2024 Guide https://www.handwrytten.com/resources/handwritten-notes-for-insurance/ Thu, 08 Jun 2023 23:54:43 +0000 https://www.handwrytten.com/?p=7484 Are you an insurance agent looking for a way to stand out from the competition and foster meaningful connections with your clients? Handwritten notes for insurance agents could be the key to unlocking a new level of engagement and loyalty. In today’s digital age, receiving a personal note is a refreshing change from the barrage […]

The post Handwritten Notes for Insurance Agents: A 2024 Guide appeared first on Handwrytten.

]]> Are you an insurance agent looking for a way to stand out from the competition and foster meaningful connections with your clients? Handwritten notes for insurance agents could be the key to unlocking a new level of engagement and loyalty.

In today’s digital age, receiving a personal note is a refreshing change from the barrage of emails and messages we receive daily. This blog post will go over how you can leverage the power of handwritten notes in the insurance industry to ramp up lead generation and enhance your relationships with customers. We’ll also dig into a few templates and general tips to inspire you to incorporate this traditional method into your modern business strategy.

Key takeaways

  • Handwritten notes are a valuable tool for insurance brokers to differentiate themselves, build relationships with clients and stand out from competitors.
  • Personalize your notes by using high quality materials and following a structure while still remaining genuine.
  • Automate the process of sending handwritten notes through Handwrytten to save time and optimize success rates.

The power of handwritten notes for insurance agents

Today, as we alluded to above, the vast majority of people are dealing with email burnout. There’s tons of junk mail, marketing emails, and an email inbox that never seems to empty. To break away from this, leaning into alternative methods of customer outreach – like handwritten notes – can change the game for you.

Handwritten notes have long been recognized as a powerful tool in building and maintaining relationships. For insurance professionals, these notes can be a game-changer, helping to cultivate relationships with clients and differentiate themselves from other competitors who don’t prioritize connecting with their clients.

With 88% of customers wanting increased personalization from insurance companies, the use of handwritten notes as part of a direct mail marketing strategy can effectively communicate offers and generate more leads too.

Let’s take a closer look at what makes marketing efforts like handwritten notes so powerful: their ability to build relationships and their potential to stand out from competitors.

Personal touch

In a world where spam letters and generic insurance letters and products are aplenty, a handwritten note can provide a much-needed human touch. Addressing the intended recipient and customizing your note can create a personal connection and elevate your relationship with your clients far beyond an email or text message can.

Unlike web pages, emails, certified mail, long calls, and messages, which can often be overwhelming, a handwritten note can provide a more relaxed and personal way to communicate with clients, making them feel appreciated and valued.

Relationship building

Handwritten notes have the potential to make insurance clients feel special and valued. Put yourself in their shoes – how often do you receive a personalized note from any company? How would this make you feel? The goal of sending handwritten notes is to make the client (or potential client) think – “wow. They really took the time to write me a note?” Standing out in the customer’s mind is exactly the place you want to be.

This can lead to referrals and word-of-mouth advertising, ultimately benefiting the insurance agent.

By utilizing handwritten notes, policy providers can establish connections with clients, build trust, demonstrate value, and set themselves apart from their peers. Establishing long-term relationships with customers can be beneficial to insurers in the long run, as loyal customers are more likely to remain devoted to your business and recommend you to others.

Standing out from competitors

Handwritten cards can help insurance brokers differentiate themselves from their competitors by highlighting the unique points that set them apart. With handwritten sales letters having an average open rate of 99%, as opposed to the average 22.7% open rate for email marketing, it’s clear that this approach can capture the attention of clients.

By applying an individualized approach to insurance solutions and demonstrating gratitude, insurance agents can create a lasting impression on clients, making them more likely to choose their insurance products and services over others and remain loyal customers.

Keeping costs down

With the significantly above-average open rate that we mentioned, something you may have realized subconsciously is that handwritten notes really help to keep costs down. They have a much higher return on investment as opposed to standard email marketing (which does have its place).

With Handwrytten, our pricing is transparent, our website is simple to use, and we make your life even easier. Our highly trained robots handle everything – writing in the exact font you want for however many letters you want, and we even handle shipping cards out to your clients.

Importance of handwritten notes for insurance companies

To summarize, there are 7 main reasons why sending handwritten notes as an insurance agent makes you stand out from the rest. Handwritten notes:

  1. Build trust and loyalty by personalizing communication
  2. Stand out from digital marketing saturation
  3. Demonstrate appreciation for policyholders’ business
  4. Keep your brand top of mind during policy shopping process
  5. Highlight key coverage, benefits, discounts
  6. Can serve to check in after purchases to ensure satisfaction
  7. Thank policyholders for referrals or reviews

Types of handwritten notes for insurance brokers

There are several types of handwritten notes that policy providers can utilize to connect with their clients: thank you notes, policy reminders, and congratulations notes. Each type serves a specific purpose and can help strengthen relationships with clients while demonstrating the agent’s commitment to excellent service.

By incorporating these notes into their communication strategy, insurance brokers can make clients feel valued and heard, ultimately leading to increased customer satisfaction and loyalty. Let’s dive deeper into what we consider to be the main types of handwritten note and explore reasons you should write each one.

Thank you notes

Thank you notes are an excellent way for insurance professionals to express gratitude to new customers, prospects, and clients for their business or for timely payments. They can help agents foster better connections with customers and differentiate themselves in a competitive market.

A sincere thank you note can leave a lasting impression on clients, making them more likely to return for further services or recommend you to others. To create effective thank you notes, ensure the note is straightforward and sincere, customize it, and utilize high-quality materials.

Policy reminders

Policy reminders serve to remind clients of their policy details and to ensure that all payments are current. By sending out timely reminders and updates regarding their policies, insurance consultants can enhance the probability of clients completing pending tasks related to their policies.

These reminders can also prompt clients to renew their policies before cancellation and consolidate all client information in one location, which can facilitate effective management of insurance plans.

Again, put yourselves in the shoes of your client – let’s imagine that you receive a handwritten policy reminder note from your insurance agent. Think about how that would make you feel – they took the time to pay attention, at such a granular level, to you and your policy.

That will you immediately set you apart from 99% of other businesses in terms of providing a good customer experience.

Congratulations notes

Congratulations notes are utilized to extend congratulations to clients upon their policy renewals or other notable achievements, such as a successful insurance claim or milestone. These notes can help to strengthen client relationships, demonstrate gratitude for their patronage, and improve customer retention.

To create effective congratulations notes, ensure the note is simple and sincere, customize it, and utilize high-quality materials.

Tips for crafting effective handwritten notes

Creating impactful handwritten notes requires having a specific purpose, selecting aesthetically pleasing stationery, following a structure while still maintaining a personalized touch, and providing the reader with an insightful experience. By keeping it simple and genuine, personalizing the note, and using high-quality materials, insurance agents can craft handwritten notes that leave a lasting impression on clients and help build stronger relationships.

Let’s get a bit more granular with each of these steps.

Keep it simple and genuine

Maintaining simplicity and sincerity in handwritten notes can assist brokers in constructing stronger relationships with clients by making the notes more individualized and genuine. By utilizing uncomplicated language, abstaining from specialized terminology, and crafting notes in a conversational style, agents can ensure their notes are legible and comprehensible.

This approach can also help build credibility with clients, as they can see that the agent is genuinely interested in their well-being and not just trying to make a sale.

Personalize the note

Customizing handwritten notes by including the client’s name, referencing a particular policy or service, or incorporating a personal anecdote can create a more personal connection and elevate the relationship between the insurance agent and the client. This level of personalization demonstrates to the client that the agent has taken the time to get to know them and their individual needs, which can garner trust and loyalty.

By taking the time to personalize notes, agents can create a stronger bond with their clients and build a more trusting relationship. This can lead to more satisfied clients, increased customer loyalty, more sales, and more referrals, which can help the agent’s business grow.

Use high-quality materials

Utilizing high-quality materials for handwritten notes, such as premium paper and quality pens, can make them more memorable and impactful. By investing in superior materials, insurance agents can demonstrate their commitment to providing excellent service and show clients that they are worth the time and effort required to create a high-quality note.

This attention to detail can further strengthen the relationship with clients and help set the agent apart from competitors.

Implementing handwritten notes in your insurance business

Incorporating handwritten notes into your insurance business can seem daunting, but with a systematic approach, it can be an effective way to enhance client relationships and stand out from the competition. By setting aside time for note-writing, automating the process, and tracking results, you can maximize the benefits of handwritten insurance letters while minimizing the time and effort required.

Set aside time for note-writing

Allocating time for note-writing can be advantageous for insurance agents as it can assist in the tracking of pertinent details, foster stronger client relationships, express gratitude, and set them apart from the competition. By dedicating a specific time each week or month for note-writing, agents can ensure they are consistently reaching out to clients and delivering customized care.

This commitment to regular communication and great service can make clients feel valued and appreciated, ultimately leading to increased customer satisfaction and loyalty.

Automate the process

Automating the process of sending handwritten notes can provide time savings and guarantee uniformity. Here at Handwrytten, we offer a user-friendly solution for creating and sending handwritten notes to customers in an efficient manner.

By automating the process, insurance agents can focus on building relationships with clients and providing excellent service, rather than spending time creating individual notes by hand.

Track results and adjust

Monitoring outcomes and modifying can assist insurance agents in recognizing which strategies are effective and which ones are not. By assessing the data, they can make informed choices and optimize their approach to raise their success rate.

Implementing QR codes and Personalized URL would be advantageous for tracking campaign results. This encourages accountability and healthy competition between brokers, assists in identifying which verticals the team sells into most effectively, and tracks the number of new insurance policies onboarded.

To make the process of integrating handwritten notes in your workflow even simpler, we’ve even put together several templates for different scenarios.

Handwritten note templates for insurance agents

To help get you started with incorporating handwritten notes into your insurance business, we’ve provided three templates for thank you notes, policy reminders, and congratulations notes. These sample insurance letters can be customized to suit your individual needs and preferences, allowing you to create personalized notes that resonate with your clients.

In the following sections, we’ll provide examples of each template to inspire your own handwritten notes.

Thank you note template

A simple yet effective thank-you note template for insurance agents might read:

“Dear [Client Name], Thank you for choosing [Insurance Company Name] for your insurance needs. We appreciate your business and look forward to providing you with comprehensive coverage along with excellent service.

If you have any queries, please contact us. We are more than happy to help.

Sincerely, [Agent Name]”

This sample letter template expresses gratitude, offers assistance, and maintains a professional tone, making it an ideal starting point for crafting your own thank-you notes.

Policy reminder template

A policy reminder template might read:

“Dear [Client Name], Just a friendly reminder that your [Insurance Policy Type] with [Insurance Company Name] is due for renewal on [Date]. Please contact us at [Phone Number] or [Email Address] to discuss your policy options and ensure your coverage remains uninterrupted.

We look forward to continuing to serve your insurance needs.

Best regards, [Agent Name]”

This template provides a gentle reminder of the upcoming policy renewal, offers assistance, and maintains a professional tone.

Congratulations note template

A congratulations note template insurance letter could read:

“Dear [Client Name], congratulations on your recent [Achievement or Milestone]! We at [Insurance Company Name] are delighted to share in your success and are proud to have you as a valued client.

Should you have any questions or concerns regarding your medical care or insurance coverage, please feel free to reach out to us.

Wishing you continued success, [Agent Name]”

This template celebrates the client’s achievement, reinforces the relationship, and demonstrates the agent’s commitment to the client’s well-being.

How to use Handwrytten as an insurance broker

Handwriting is a comprehensive solution for handwritten notes in the insurance industry. Handwrytten is renowned for its easy-to-use website and a wide variety of features and can be utilized by insurance brokers to automate the process of sending handwritten notes to clients.

To get started with Handwrytten, simply sign up for an account, choose from a selection of pre-designed templates, or create your own and provide your client list. Handwrytten will take care of the rest, ensuring your personalized notes are crafted using high-quality materials and delivered to your clients in a timely manner.

By automating the process, you can focus on providing excellent service and building stronger relationships with your clients while Handwrytten takes care of the logistics.

We can even integrate with your favorite platforms, like Shopify and HubSpot, to make your workflow even more seamless.

Summary on handwritten cards for insurance brokers

In conclusion, handwritten notes are a powerful tool for insurance agents looking to build meaningful connections with clients and stand out from the competition. With their personal touch, ability to foster relationships, and potential to differentiate agents from competitors, handwritten notes can play a significant role in enhancing customer engagement and loyalty.

By incorporating handwritten notes into your insurance business, you can provide clients with a unique and memorable experience, ultimately leading to increased satisfaction and loyalty. With the tips, templates, and success stories provided in this blog post, you now have the tools and inspiration to implement this traditional method into your modern business strategy and reap the rewards of stronger client relationships. So, why not give handwritten notes a try and see the impact they can have on your insurance business?

Frequently Asked Questions About Insurance

How do you introduce yourself as an insurance agent?

To introduce yourself as an insurance agent, mention your name, what you specialize in, your history as an agent, and why you’re reaching out to the customer. Here’s an example:

My name is Jane Doe and I’m an insurance agent specializing in health, life, home, and car policies. With over 15 years of experience in the auto insurance and financial services industries, I’m confident that I can help you find the perfect policy to fit your needs.

I strive to provide excellent customer service, always looking out for my current clients’ and potential customers’ best interests.

How do you thank insurance clients?

Thanking your insurance clients for their continued business and loyalty is an important way to show them that you value their trust. Showing your appreciation can be done in many different ways, from surprise thank-you phone calls to handwritten notes or gift cards. Taking the time to show your gratitude is a great way to foster customer satisfaction and loyalty.

How do I write an insurance sales letter?

To write your first letter, an effective insurance sales letter, begin with a compelling introduction that captures the reader’s attention, provide important and relevant information regarding the product or service you are offering, discuss how your business is different from others in the same sector, emphasize the benefits to the customer, and include a call to action.

Ensure to use professional language to communicate clearly to the reader.

What is a writer on an insurance policy?

A writer on an insurance policy is an agent that works with a specific insurance provider to issue policies. They are responsible for writing and issuing policies based on the criteria and parameters set by the insurer, and they must have legal authority from the insurer in order to do so.

This authority is typically granted through a contract between the insurer and the writer, and the writer must adhere to the terms of the contract in order to remain in good standing with the insurer.

The post Handwritten Notes for Insurance Agents: A 2024 Guide appeared first on Handwrytten.

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