Insurance
Handwritten Notes That Keep Policyholders Loyal
In the insurance industry, policies may look the same—but relationships are what truly set you apart. Handwritten cards give you a powerful, personal way to retain clients, generate referrals, and win renewals in a competitive market.
Increase Retention With Personal Touches
Most policyholders never hear from their agent outside of renewal notices or claims. Handwritten notes change that dynamic:
- Welcome new policyholders with a personal touch
- Send birthday, holiday, or milestone cards that make clients feel valued
- Thank clients for referrals, claims patience, or loyalty
- Re-engage lapsed clients with a note that cuts through the noise
Proven Impact: Studies show that companies using handwritten notes as part of their retention strategy can see customer churn decrease by up to 50%. In industries like insurance where switching is easy, a small personal touch can radically improve retention.
Build a Referral Engine
Referrals remain one of the top sources of new business for agents and brokers. Handwritten notes help you build stronger networks:
- Thank clients personally for each referral
- Recognize community partners with appreciation notes
- Stay top-of-mind for future recommendations
Did You Know? According to Deloitte research, retained clients are 5x more likely to refer when they feel a personal connection to their agent.
Stand Out From the Competition
- Handwritten envelopes enjoy 99% open rates, compared to ~20% for email
- Notes feel personal and authentic in a market full of form letters
- Automating outreach ensures consistent, meaningful touchpoints all year long
Retain More Clients With Scribe Handwritten
From one-off thank-you notes to full retention campaigns, Scribe helps you connect with policyholders in a way that email never can. Send directly from your CRM, automate renewal reminders, and keep your clients loyal for years to come.