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.

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