subject: Greeting Cards Are A Great Way To Promote Your Insurance Business [print this page] Insurance agencies are important little organizations which exist in every town and hamlet in every state. They are important because what they do is tied up in the life of the people: their health, their financial security, and their long term lifestyles.
Insurance agencies which take the needs and interests of their customers personally and seriously have a tendency to thrive, and those that don't, don't. They need to look at people in terms of their entire beings over the entire lives, and that means taking into account people's ages, backgrounds, employment history, property ownership, family relationships, and so forth.
Staying in touch with people is critical. We believe that a greeting card program is the ideal way to maintain a stream of communication going toward the customer base on a continuous basis.
As an insurance agent, you are going to know vital statistics about your clients: dates of birth, health issues, number of children, and so forth. A greeting card program allows you to send cards to your clientele and their family members at appropriate times of the year, informing them of changes they need to consider to their policies.
One of the best things you can do with a greeting card program is to personalize it, and there are more ways to do that than ever before. In fact, the personalized URL would work better than almost anything else. Let's say that you want to send a birthday greeting card to each customer. When they open the card, they will be directed to a personalized URL. They copy this into their browser, and this takes them to a page which is designed just for them. The PURL will have key information about their health and their finances. It will show their various policies and coverages, and it works as something like a review. You can then show them areas where they are deficient and where new coverages are needed, or where family members need additional service.
You should also have a program to send cards to people who move into town, when you read about marriages and babies being born and when someone gets a promotion. This small gesture is a great way to attract new business. It may require having an employee be assigned to read newspapers and keep up with developments such as these, but it's a good way to introduce yourself to the community and to make inroads wherever possible into new markets.
by: Lawrence Reaves
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