Insurance Agents

Renewals are wonlong before renewal.

Policy anniversaries, claims resolved well and new-client welcomes each deserve more than an automated email. Handwritten notes at agency scale.

Why it works

Retention isa relationship.

Insurance is bought once and renewed on habit and goodwill. A note is one of the few touchpoints a client remembers between claims.

Welcome card

A card in the first week sets the tone for years of quiet renewals.

Claim follow-up

Following a claim, a written note does more for retention than any survey.

Referral note

The single most reliable way to generate a second referral is to acknowledge the first properly.

Use cases

Policy anniversary
An annual, non-selling note keeps the agency present.
Life events
New home, new car, new baby — each is a coverage conversation that starts warmly.
Cross-sell openings
Introduce a second line of business in a note rather than a cold call.

Automation

Connect through Zapier, Make or the API to send from the events your AMS already records.

Testimonials

“It took an afternoon to wire into our CRM. Now every closed deal triggers a note in the sender's own handwriting without anyone lifting a pen.”

Daniel Okafor

Revenue Operations, Placeholder Insurance Group

“We compared a handwritten follow-up against our best email sequence. The note won on reply rate, meeting rate and, eventually, on revenue.”

Grace Adeyemi

VP Marketing, Placeholder SaaS

Get started

Start with a single trigger and measure the retention difference.