Five ways holiday cards can help your agency grow

The holidays are quickly approaching, and you may be wondering if you should bother with sending holiday cards this year. We did the math, and you should.

Here’s why.

Show you care before clients review and reduce spending

It’s been a challenging year for the insurance industry and policyholders brought on by the carrier changes, an uptick in claims and rising premiums.

Many families and businesses will be reviewing their budgets at the end of the year and will likely shop around for insurance if they see a policy price increase and don’t have a good relationship with their insurance agent.

Send handwritten holiday cards to your clients this year to show how much you value them. Insurance is about more than just the price. When a family or business experiences a loss, they want someone by their side who can help them navigate the insurance process. By sending a handwritten holiday card to your insureds, you’ll show that you go the extra mile to care for them outside of renewal times.

Improve retention

Your clients chose an independent agent because they wanted a meaningful relationship with an insurance expert in their community. If you don’t provide your customers with that personal touch, they’re likely to look elsewhere for insurance.

Insurance agencies that send holiday cards have an average Net Promoter Score (NPS®) four points higher than those that don’t. Every 10-point increase in NPS translates to a 2% increase in retention which is a lot of money for any book of business.

Stand out from other businesses

So many businesses flood consumers’ inboxes with holiday emails and deals at the end of the year. Even if you send a holiday email to your clients, it will likely get lost in their inbox with all the other marketing messages.

By mailing holiday cards, you send a clear message that you care about your customers more than other businesses do. Your clients will notice you were willing to write and send a beautiful card, just for them.

Give clients another reason to recommend your agency

During the holiday season, your clients are spending time with loved ones, traveling to see family and attending holiday and New Year’s parties. If you create a memorable impression by mailing a warm, handwritten holiday card, you’re more likely to come up in casual conversation during these holiday gatherings. Your card may even end up displayed on the host’s fridge or fireplace mantel—imagine how impressed visitors will be when they find out the beautiful card came from a caring insurance agent.

In fact, agencies that send holiday cards have six percent more clients who are likely to recommend them on average than those that don’t. One insurance agency used ClientCircle to write and send their holiday cards to their clients for the first time last year. Since sending holiday cards, this agency has received an additional, new referral and an additional five-star review every two months.

Save time

If you spent just a few minutes on each card, it would take you 75 hours to write and mail cards to 1,500 clients. Your time is valuable, and no one enjoys a hand cramp. Let us write and mail your holiday cards for you this year. Choose your design, select your recipients list and pick your message—you can send warm, handwritten holiday cards to all your clients in the time it would take you to write a single card.

Here are the important holiday card deadlines to keep in mind for 2023.