A lot changes in a year: houses, cars, businesses, babies. Most clients never call to update their cover — they just assume it still fits. The annual review appointment fixes that, and a handwritten invitation is how you get them to actually book it.
Why it works
The annual review is the appointment that keeps the client and grows the policy — but it only happens if the invitation gets read. An emailed review request looks like a task; a printed flyer looks like marketing. A handwritten letter looks like your agent writing to you personally, because that’s what it is — and it’s opened as often as 98% of the time.
Each letter is a genuine ink original: real pen, real paper, hand-folded, sealed with a real stamp. Nothing printed, nothing for a client to spot as a campaign — because it isn’t one to them.
How it works
Send us your client list with renewal dates. Upload or approve your letter, and our machine writes each one with a real pen, folds it by hand and mails it with a real stamp — timed to land a few weeks before each renewal. The clients who call are the ones who felt personally looked after; the policies that grow are the ones that got reviewed.
What it can look like
Dear Marcus,
It’s coming up on a year since we set up your policies, and a lot can change in a year.
Worth fifteen minutes to make sure your cover still fits your life? Give me a call and we’ll go through it — no obligation, no jargon, just a proper check.
Warm regards, Rachel
What you send us
- Your client list — names, addresses, renewal dates
- Your letter, or the idea for it — we’ll help you shape it
- Merge fields for policy types and personal details
Most orders are written, folded and mailed within a few business days. No minimum — start with your top fifty clients.
← All insurance letters | Also see lapsed-client reactivation