30 Handwritten Insurance Thank You Card Templates for Agents

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?

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

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]

2. 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]

3. 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

4. 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]

5. 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]

6. 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

7. 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]

8. 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]

9. 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

10. 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]

11. 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]

12. 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

13. 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]

14. 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]

15. 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

16. 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]

17. 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]

18. 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

19. 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]

20. 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]

21. 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

22. 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]

23. 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]

24. 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.

25. 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]

26. 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]

27. 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

28. 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]

29. 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]

30. 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?