72% of unhappy clients say they don’t hear from their insurance agent enough. Well-timed emails and personalized, handwritten cards can help fix this and improve client retention. They also inspire your best clients to refer you or write a review.
Welcome your clients, wish them a happy birthday or ask for a Google review. We’ve prewritten everything for you so you don't have to write a single piece yourself.
Our algorithms determine the best communication schedule for each of your clients and what kind of message they should receive.
Want to send special, one-off messages? No problem! Our account managers can even help segment your book of business and schedule touchpoints.
Choose the perfect handwritten style, sent on premium card stock with a first-class stamp. You can add a gift card, too.
Sending handwritten birthday cards increases an agency's NPS by an average of 5 points over a 2-year period.
95% of agencies using Rocket Referrals send handwritten cards to clients.
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