Update: October 18, 2022 Jesse Stein Jesse has founded, operated and sold multiple Internet-related ventures over the last 20 years. As the founder of Audience.co, he is passionate about combining digital excellence with direct handwritten mail to build lasting customer relationships.

12 Fresh Note Templates Helping Life Insurance Agents Build Relationships in 2022

12-fresh-note-templates-helping-life-insurance-agents-build-relationships

With so much focus on being helpful to customers on search engines and in person, today’s an ideal time to put handwritten notes to work for your life insurance business. We also know how annoying it can be to have a marketing idea, but not know how to put it into action. That’s where free note templates for life insurance agents come in. 

These templates are free to use and most can be customized to fit any business, not just life insurance.

Business Note Templates

Business Note Templates

We’re starting out with traditional business contacts between life insurance agents and customers. 

Welcome

Dear [first.name], 

I’m [sender] from [agency] writing to welcome you to our family. We’re genuinely excited you chose our agency for your life insurance needs.

As discussed, you’ll receive a recap of our meeting via [email, mail] within [#] business days. You also have [#] days to make changes to your life insurance policy before rates are finalized.  

If you have any questions, please contact us and we’ll get the answer!

Sincerely,

[sender]

Appointment Reminder

Dear [first.name],

You have an appointment with [agent] on [day] [date] at [time] for [reason]. We ask that you arrive [#] minutes early and bring your [ID, newborn son’s birth certificate/social security card, etc.]. 

Contact the office at least [#] [hours/days] in advance if you need to change the appointment.

We’ll see you on [day] [first.name]!

Take care,

[sender]

Appointment Follow-Up

Hey [first.name],

Thank you again for meeting with me on [date]. I’m super excited we found the right policy for you in one sitting; it doesn’t always happen like that. 

It was a true pleasure to talk with you about [topic.1], [topic.2], and [topic.3]. 

I know you said you didn’t have any other questions, but in case one comes up, contact me and I’ll get you the answer right away.

Take care [first.name],

[sender]

New Product/Service

Dear [first.name],

I’m writing because you have a life insurance policy with [agency] and we’ve just started offering [animal] life insurance. Our records show you have [animals] at home, so we wanted to reach out about our new policies. 

Rates vary based on [factor.1], [factor.2], [factor.3], and others. Because you’re already a policyholder, [animal] insurance rates are reduced by [#] percent.

Log in to your [agency] account online to start the application process, or contact your agent [agent.name] to make an appointment to discuss.

Take care,

[sender]

Renewal Reminder

Hey [first.name],

It’s [agent] from [agency] on [street/avenue/drive.name]. Your life insurance policy is due to be renewed on [date], so we wanted to contact you to make an appointment so we can discuss the details of your renewal policy and the new coverages we have available. 

If you’re comfortable renewing the same policy, log into your [agency] account to review and accept the new documents and verify the billing details.

Talk soon,

[agent] 

Sorry for Your Loss

Dear [first.name],

I’m [agent] from [agency]. It’s impossible to express how sorry I am for your recent loss. I’ve been working with [policy.holder] for [#] years and I considered them a friend. 

If there’s anything you need, [first.name], let me know and I’ll be right there. 

Take care,

[agent]

Nurturing Note Templates

Nurturing Note Templates

Nurturing is all about showing appreciation, sharing knowledge, and celebrating moments. Handwritten notes build amazing bonds between consumer and agent.

Checking In

Hey [first.name],

It’s [sender] from [agency]. It’s been a while since we’ve talked, so I wanted to send along this note to let you know [message]. Thanks for being a part of the [agency] family!

Get in touch if you need anything [first.name].

Sincerely,

[sender]

Congratulations

Hey [first.name],

It’s [sender] from [agency] sending congratulations on your [son’s graduation. daughter’s new baby, retirement, etc.]! It’s milestones like this that remind us why our life insurance coverage is so important. 

Why don’t you come on down next week for coffee and we’ll discuss how this amazing change may affect your policy for the better!

Talk soon,

[sender]

Thank You

Dear [first.name],

I’m [sender], your life insurance agent at [agency]. For more than [#] years, we’ve proudly been your life insurance provider. During that time we’ve grown to consider you a friend, not just a policyholder. 

From everyone at [agency], thank you for sharing your life with us! 

Take care,

[sender]

Holiday Note Templates

Holiday Note Templates

Holidays are a special time of year, and what better way to share in the celebration than by sending a handwritten note to your policyholders? All it takes is a few minutes to fill in the note templates for life insurance agents and hit send.

Winter 

Happy Holidays, [first.name]!

From everyone at [agency], we hope your holidays are filled with bright smiles, colorful people, and lasting memories. Always remember…

“It’s the most wonderful time of the year!” – Andy Williams

Have a wonderful holiday season!

[sender]

New Years

Hi [first.name],

The year’s speeding to a close – can you believe [year] is just [days, weeks] away? We’re spending this New Year’s celebrating people like you who’ve chosen to allow us into their lives this year. 

Thank you for being a part of the [agency] family. We’re proud you chose us to provide your life insurance. 

Happy New Year!

[sender]

Thanksgiving

Dear [first.name],

I’m [sender], your life insurance agent with [agency], and I’m writing to tell you just how thankful I am you’ve chosen me to help protect your family’s future. 

In this time of Thanksgiving, I’d like to wish you all the best! Have a wonderful holiday season.

Take care [first.name],

[sender]

Why Handwritten Notes are the Way to Go

Why Handwritten Notes are the Way to Go

According to the Journal of Services Marketing, “Handwritten messages are more effective than print messages in building relationships in a service context because they elicit stronger feelings of warmth because of both the perception of greater effort and feelings of greater psychological closeness to the service provider.”

And, the Annals of Tourism Research shares, “We portray that handwriting, due to a more deeply rooted elaboration of information, activates emotional empathy.”

Check Out Our Other FREE Handwritten Notes Templates

Handwritten note templates for:

Wrapping Up

Wrapping Up Free Note Templates for Life Insurance Agents

Sending handwritten notes to life insurance clients is one of the most intimate and effective means of building and strengthening your relationships with your audience. All it takes is a little time, the right handwritten notes service, and note templates for life insurance agents to get the job done and set you apart from other local agents.