In an age of AI-generated content and digital automation, a handwritten note feels rare, intentional, and meaningful. Research shows that personal touches like thank-you cards and custom messages can increase client loyalty and renewal rates.
Contents
📬 36 Handwritten Note Templates for Insurance Brokers📝 Welcome Notes💡 Policy Renewal Reminders🙏 Thank-You Notes🎉 Birthday & Anniversary Notes💬 Post-Meeting Follow-Ups🛡️ Claims Support Notes🌟 Referral Requests💌 Holiday & Seasonal Notes🏆 Appreciation Notes for Long-Time Clients🏡 Cross-Sell Opportunities (Subtly Done)🎓 New Client Education Notes📈 Follow-Up After a Quote🔍 Bonus: Tips for Writing the Perfect Handwritten Note
Handwritten notes can:
- Make you more memorable
- Show you truly care
- Differentiate yourself from other brokers
- Boost client referrals and renewals
📬 36 Handwritten Note Templates for Insurance Brokers
📝 Welcome Notes
- “Welcome to the [Your Agency Name] family! I’m honored to be your insurance advisor. Let’s protect what matters most.”
- “Thanks for choosing me as your insurance broker. Looking forward to building a strong relationship!”
- “Starting a new policy is a big decision. Thanks for trusting me to guide you through it.”
💡 Policy Renewal Reminders
- “Just a friendly reminder that your policy is up for renewal. Let me know if you’d like to review or make changes.”
- “I appreciate your continued trust—looking forward to another year of coverage tailored to your needs.”
- “Time flies! Let’s check in on your current coverage to ensure everything still aligns with your goals.”
🙏 Thank-You Notes
- “Thank you for your business—it means a lot to me.”
- “I truly appreciate your referral. Word-of-mouth means the world in this business.”
- “Thanks for renewing your policy. Your loyalty doesn’t go unnoticed.”
🎉 Birthday & Anniversary Notes
- “Happy birthday! Wishing you a year filled with peace of mind and great protection.”
- “Happy policy anniversary! Thanks for sticking with me another year.”
- “Celebrating your special day with gratitude for your continued trust.”
💬 Post-Meeting Follow-Ups
- “Great chatting today. Thanks for taking the time to discuss your insurance needs.”
- “Following up on our meeting—I’m here anytime you have more questions.”
- “Thanks again for your time. I’ll be in touch with the options we discussed.”
🛡️ Claims Support Notes
- “Sorry to hear about your recent claim. I’m here to help every step of the way.”
- “I know this is a tough time. You’re not alone—we’ll get through this together.”
- “Thank you for your patience during the claims process. I’m working hard on your behalf.”
🌟 Referral Requests
- “If you’ve had a good experience with me, I’d be honoured if you passed my name along.”
- “Know someone who needs insurance help? I’d love to assist them like I did for you.”
- “Referrals help my business grow. I’d be grateful if you shared your experience.”
💌 Holiday & Seasonal Notes
- “Wishing you and your family a safe, happy holiday season!”
- “Happy New Year! Let’s start 2025 with confidence and peace of mind.”
- “Hope your summer is going great—don’t forget to review your auto and travel coverage!”
🏆 Appreciation Notes for Long-Time Clients
- “5 years with us! Thank you for your continued loyalty—it means so much.”
- “Just a quick note to say I appreciate you. Your trust drives me to serve better.”
- “It’s been a pleasure working with you over the years. Thank you for sticking with me.”
🏡 Cross-Sell Opportunities (Subtly Done)
- “Did you know we also offer homeowners and renters coverage? Let me know if you’re interested.”
- “If your insurance needs have changed, I’d be happy to review them and help with any gaps.”
- “Life insurance is often overlooked—happy to answer any questions if you’re curious.”
🎓 New Client Education Notes
- “Understanding insurance can be tricky—don’t hesitate to reach out with questions anytime.”
- “I’ve included a quick guide on how to file a claim, just in case. I’m always here to help.”
- “Here’s a checklist to keep your policy info handy. Let me know if anything needs updating.”
📈 Follow-Up After a Quote
- “Thanks for letting me prepare a quote. I’d love the opportunity to work with you.”
- “If you have questions about the quote I sent, I’d be happy to walk through it with you.”
- “Choosing insurance is a big deal—I’m here when you’re ready to make a confident decision.”
🔍 Bonus: Tips for Writing the Perfect Handwritten Note
- Keep it short (2–5 sentences)
- Use the client’s name
- Write neatly
- Use quality stationery
- Be sincere, not salesy
