5 Templates for Insurance Mailers That Work 

Insurance is one of the most relationship-driven industries, yet many companies are outsourcing communications to call centers, online chats, and automated emails. As a result, customers are starting to feel like a number rather than a valued client.

That is why handwritten direct mail works so well in the insurance industry. Handwritten insurance mailers stand out against standard marketing materials and provide a personal touch that builds trust and customer loyalty. 

In this article, we’ll share five insurance direct mail templates that you can use to grow your business. Contact us today to get started with your insurance direct mail marketing campaign and get 200 letters free. 

Policy Renewal Reminders

One of the most common uses of direct mail for insurance agents is to send handwritten policy renewal reminders. Sending a reminder can help clients avoid a lapse in coverage from a missed payment while also keeping you top of mind. You can even integrate Scribe with your CRM so policy reminders are sent automatically, and send something like:

Hi [Client Name], 

I wanted to reach out to remind you that your [home, auto, life, etc] insurance policy is scheduled to renew on [renewal date]. 

If you’d like to review your coverage, update your plan, or have any questions, I’d be happy to go over the details with you. If not, all you have to do is submit your payment before [payment due date] to make sure there’s no lapse in your coverage. 

Please don’t hesitate to reach out with any questions before your renewal date. I’m just a call or email away if you need anything! 

Thanks,
[Your Name]

Claims Follow-Ups

Another way to use direct mail for insurance is by sending a letter to your client after they file a claim. Claims can be stressful, confusing, and frustrating for clients. Even if your agency doesn’t process claims directly, taking the time to check in and offer to answer questions can go a long way in building client relationships. Here is a template you can follow:

Hi [Client Name], 

I know you recently filed a claim, so I wanted to check in to see how you are doing. I know this process can feel stressful and overwhelming, and I want you to know that I’m here if you have any questions or need support. 

Please don’t hesitate to reach out with any questions or concerns. I’m happy to help however I can to make this process easier for you. 

Thanks,

[Your Name]

Prospect Outreach

Handwritten direct mail is one of the best ways to get new insurance leads. A quick note introducing yourself to local households makes you stand out and is especially effective in areas where smaller agencies were recently bought out. 

Those clients often feel forgotten during the transition and are actively looking for a new agent. Here is an example of what you could send them:

Hi [Prospect Name],

I’m [Your Name], a local insurance agent here in [Location]. I know a lot of local agencies have recently been bought out, and that during those transitions, clients can sometimes feel forgotten. 

If you’ve ever felt like you’re not getting the personal service you deserve, I’d love the chance to be your go-to resource for [home/auto/life/etc] insurance.

Feel free to reach out anytime. I’m always happy to answer questions, provide quotes, or review your current policy to make sure you’re fully protected.

Thanks,

[Your Name]

Discount & Cross-Selling Opportunities

Another way to grow your business with direct mail for insurance is by sending a handwritten note that shares cross-selling opportunities that help clients save money or improve their coverage. Outreach like this shows clients you’re looking out for their best interests while also creating opportunities to expand your services. 

Here is an example of what that could look like:

Hi [Client Name],

I was reviewing your policy and noticed you could save money by bundling your home and auto insurance. Bundling would lower your monthly payment without reducing your coverage, and it makes things easier by having everything in one place.

If you’d like, I can send you a quote and go over the details. No pressure, I just want to make sure you’re getting the best coverage at the best rate, and I thought this was a great option.

Thanks,

[Your Name]

Milestone Celebrations

Another way to use an insurance mailer is to send handwritten notes celebrating customer milestones like birthdays, anniversaries, or weddings. These personal touches make clients feel valued and appreciated.

Here is a sample of an insurance mail card used to celebrate a wedding milestone:

Hi [Client Name],

Congratulations on your wedding! Wishing you both a lifetime of happiness as you begin this new and exciting chapter of your life.

P.S. Getting married can often lower your insurance rates, so I’ll make sure that gets updated.

Best,

[Your Name]

Direct Marketing Insurance Services with Scribe

Handwritten notes make you stand out from the crowd and make your clients feel cared for. It’s not a surprise that companies using direct mail marketing report 99% open rates, double response rates, and significant increases in their ROI. 

If you’re ready to grow your insurance business, insurance direct mail services can help you get there. Contact us to start your direct marketing insurance campaign today and see the results for yourself.