Update: May 2, 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.

36 Handwritten Note Templates for Insurance Brokers

Business cards are so last decade. In the digital age, we rely on email and online communication to keep in touch with colleagues and clients. But there’s something special about receiving a handwritten note in the mail. A personal message conveys warmth and sincerity that can be hard to replicate with an electronic message. 

Plus, handwritten notes make your recipients feel special – after all, not everyone receives them! If you’re looking for a way to stand out from the competition, consider sending handwritten cards to your insurance clients complete with a personal touch. Here are a few templates to get you started with handwritten notes for insurance brokers!

Thanks for Choosing Me/Us

Thanks for Choosing Me/Us

thank you for choosing me/us

  1. Dear [first name],

Thank you for choosing our agency to provide your insurance needs. We are committed to providing you with the best possible coverage at the most competitive price.

If you have any questions or need any assistance, please do not hesitate to contact us. 

Thank you again for choosing our agency and have a great day!

[signature & contact information]

  1. Dear [first name],

Thank you for choosing our insurance company! We are committed to providing the best possible service to our customers.

If you have any questions or concerns, please don’t hesitate to contact us. We value your business and appreciate your loyalty.

Sincerely,

[signature & contact information]

  1. Hello [first name],

Thank you so much for choosing me as your insurance broker! I wanted to take a quick moment to handwrite you a note to let you know how much I appreciate your business.

I am committed to providing you with the best possible service, and I promise to always work in your best interest. I look forward to building a long-lasting relationship with you, and I thank you again for choosing me as your broker.

Sincerely,

[signature & contact information]

  1. Hello [first name],

Thank you for choosing our insurance company! We are committed to providing the best possible service and coverage to our clients.

As a valued client, you are entitled to a number of benefits, including free insurance quotes and discounts on your policy. We urge you to take advantage of these benefits, as they can save you money on your premiums.

We appreciate your business and look forward to serving you in the future. Thank you for choosing our company!

[signature & contact information]

  1. Dear [first name],

Thank you for choosing our insurance brokerage to provide you with the best coverage possible. We are confident that we can find the right plan for your needs, and we appreciate your business.

If at any time you have questions or need assistance, please do not hesitate to contact us. We are here to help you in any way we can.

Thank you again, and we look forward to serving you in the future.

Sincerely, 

[signature & contact information]

Keeping in Touch

Keeping in Touch

keeping in touch

  1. Dear [first name],

I wanted to reach out and let you know that I’m here to help with any questions or concerns you may have about your insurance policy. 

If there’s anything specific you would like me to look into for you, please don’t hesitate to let me know. 

Thank you for your business, and I look forward to hearing from you soon. 

Best, 

[signature & contact information]

  1. Hi [first name],

Just wanted to make sure to touch base as I haven’t heard from you in a while. Hoping everything is well and you’re staying healthy! Please do reach out if there’s anything I can help with. 

Best, 

[signature & contact information]

  1. Hello [first name], 

I hope this message finds you well! I’m just writing to touch base and see if you might have any questions or need any assistance with your insurance policy. Please don’t hesitate to reach out if you do. 

I look forward to hearing from you soon. 

Best, 

[signature & contact information]

Insurance Quote Query

Insurance Quote Query

insurance quote query

  1. Hi [first name],

Thank you for your interest in our insurance products!

We would be happy to provide you with a quote for the insurance coverage that you are looking for. Please let us know if there is anything specific that you need, and we will be more than happy to help.

Thank you again for your time, and we look forward to hearing from you soon.

Sincerely,

[signature & contact information]

  1. Hey [first name],

I hope you’re doing well. Wanted to drop you a quick line and let you know that I’m still working on getting those quotes for you. Should have them to you within the week. In the meantime, if there’s anything else I can do for you don’t hesitate to let me know. 

Best,

[signature & contact information]

  1. Hello [first name],

Thank you for your inquiry regarding insurance coverage. I am happy to help you in any way that I can.

It sounds like you are looking for a policy that will provide protection against property damage. I would be more than happy to discuss some of the options available to you.

I would recommend starting with a basic property damage policy. This type of policy will typically provide protection against damages caused by fire, smoke, wind, hail, and other perils.

If you are interested in additional coverage, I can also discuss options for endorsements or riders that can be added to your policy. These add-ons can provide extra protection against specific types of damage or accidents.

I look forward to hearing from you soon.

[signature & contact information]

Claim Submitted

Claim Submitted

claim submitted

  1. Hi there [first name]!

Just wanted to drop a quick note to let you know that I’ve submitted your insurance claim and everything is looking good so far. I’ll be in touch as soon as we have any updates.

Thanks again for choosing our company, we really appreciate your business!

Best, 

[signature & contact information]

  1. Hello [first name], 

Thank you for submitting a claim to our office. We will review the information and contact you as soon as possible with an update on the status of your claim. 

Thank you for choosing our company as your insurance provider. 

Best, 

[signature & contact information]

  1. Hello [first name], 

Thank you for submitting a claim to our office. We will be reviewing the damages and will be in contact with you soon. 

Thank you, 

[signature & contact information]

  1. Hello [first name], 

Thank you for submitting your insurance claim. We will do our best to process it as quickly as possible. 

If you have any questions or concerns, please do not hesitate to contact us. 

Thank you, 

[signature & contact information]

  1. Hello [first name], 

Thank you for submitting your claim. We will review it and get back to you as soon as possible with an update. 

In the meantime, if you have any questions or need assistance, please do not hesitate to reach out to us. 

Thank you, 

[signature & contact information]

Policy Communications

Policy Communications

policy communications

  1. Hello [first name]!

Thank you so much for choosing our insurance company. We are honored to have your business and we appreciate the trust you have placed in us.

Please find attached our standard policy wording for your review and signature. If you have any questions, please do not hesitate to contact us. We look forward to serving you in the future.

Sincerely,

[signature & contact information]

  1. Hello [first name],

Thank you for choosing our insurance brokerage! We are committed to providing you with the best possible service.

Your policy is now effective and will cover you for the term of [policy duration]. If at any time you have questions or need help with anything, please do not hesitate to contact us. We are here to help!

Thank you again for choosing our company. We look forward to serving you in the future.

Sincerely,

[signature & contact information]

  1. Hello [first name]! Thank you for choosing our insurance policy. Here are some things you should know about your coverage: 

-Your policy provides protection against loss or damage to your property, up to the limits specified on your policy. 

-In the event of a claim, you will be required to provide proof of loss or damage. 

-You are also covered for liability in case someone is injured or their property is damaged as a result of your actions. 

-If you have any questions or need assistance with anything, please don’t hesitate to contact us. 

We’re here to help!

[signature & contact information]

  1. Hello [first name]!

Just wanted to drop you a quick note to remind you that your insurance policy is due for renewal on [date]. Please be sure to renew your policy online or by contacting us so that you remain covered.

Thank you, and we hope you have a great day!

[signature & contact information]

Thanks for Signing Up

Thanks for Signing Up

thanks for signing up

  1. Hello [first name],

Thank you for choosing our insurance company! We are glad to have you as a policyholder.

As a token of our appreciation, we would like to offer you a free gift. Please accept this $10 Amazon Gift Card* as a thank you for your business.

Thank you again for choosing our company and we hope to continue providing excellent service in the future.

[signature & contact information]

 *Gift card will be sent electronically to the email address on file.

  1. Hi [first name],

Thank you so much for deciding to go with our insurance company! We appreciate your business and we’re confident that you’ll be happy with your coverage.

If you have any questions at all, please don’t hesitate to reach out to us. We’re always happy to help!

Thank you again, and we look forward to serving you in the years ahead.

Sincerely,

[signature & contact information]

  1. Dear [first name],

Thank you for signing up with our insurance company! We are excited to have you as a part of our family and look forward to providing you with quality coverage.

Thank you for your trust in us and we promise to always work hard to earn it. If there is ever anything we can do to improve your experience, please don’t hesitate to let us know.

Thank you again for choosing our company and have a great day!

[signature & contact information]

Payment Due

Payment Due

payment due

  1. Hello [first name],

Thank you for choosing our insurance company! We are happy to have you as a policy holder. In order to keep your coverage in effect, we will need to receive a new payment from you by [date]. If you have any questions or concerns, please do not hesitate to contact us. Thank you again for choosing our company!

Sincerely,

[signature & contact information]

  1. Hello [first name], 

Thank you for choosing our insurance company. Your policy is due for renewal on the [day] of [month]. Please remit payment of $[amount due] no later than [date] to ensure uninterrupted coverage. 

Thank you for your business and have a great day!

[signature & contact information]

  1. Hello [first name], 

Your payment for the insurance policy is due on [date]. We have sent you a few reminders, but have not yet received payment. If payment is not received within the next few days, we will be forced to terminate the policy. 

Thank you for your time, 

[signature & contact information]

  1. Hello [first name]!

I hope you are doing well. Just wanted to remind you that your payment for insurance is due soon. The policy number is [policy number]. You can pay online at [URL] or by mailing a check to [address].

Thank you for your business and please let me know if there is anything I can do to help.

Sincerely,

[signature & contact information]

Request for Information

Request for Information

request for information

  1. Hello [first name], 

Thank you for choosing our insurance company! We are happy to have you as a customer. 

In order to process your policy, we will need a few pieces of information from you. Can you please provide us with the following: 

-Your full name 

-Your social security number 

-The make and model of your car/s 

-The VIN number of your car/s 

If you could fax or email these items over to us as soon as possible, that would be greatly appreciated. Thank you again for choosing our company and we look forward to servicing your needs in the future.

Sincerely, 

[signature & contact information]

  1. Hello [first name], 

Thank you so much for choosing our insurance company. I am excited to work with you and provide you with the best coverage possible. In order to do that, I need some information from you. 

Please take a few minutes to fill out this form* and return it to me as soon as possible. That way, I can get started on your policy right away. 

Thanks again for choosing us! 

Best, 

[signature & contact information]

* Scan the QR code to access the form.

  1. Hello [first name],

Thank you for choosing our company for your insurance needs. We are excited to have the opportunity to serve you. 

In order to provide you with the best possible service, we would like to ask a few questions about your current situation and needs. 

Please take a few minutes to fill out this brief survey* so that we can get a better understanding of your needs. 

Once we have had a chance to review your information, we will be in touch with you to discuss your options and answer any questions you may have. 

Thank you again for choosing our company, and we look forward to serving you in the future. 

Sincerely,

[signature & contact information]

* Take a picture of the QR code to access the survey.

Proposals / Quotes

Proposals/Quotes

proposals/quotes

31. Hi [first name],

Thank you for coming to see me today. I wanted to provide a quick note outlining the insurance products I think would be best for you and your family. 

[Products] 

I hope this information is helpful. If you have any questions, please don’t hesitate to contact me. 

Best, 

[signature & contact information]

  1. Hello [first name],

Thanks for inquiring about our insurance rates! We offer several different policies that can fit your needs, and we would be happy to provide you with a quote.

Our standard policy includes comprehensive coverage at a very competitive price. We also offer several discounts, including a multi-policy discount, so it’s worth getting a quote from us.

We understand that finding the right insurance policy can be overwhelming, so please don’t hesitate to reach out if you have any questions. We’re here to help!

[signature & contact information]

  1. Hi there [first name]! 

As an insurance professional, I can say that we definitely appreciate your business. We work hard to find the best rates for our clients, and we’re confident that we can do the same for you.

Here at [company name], we offer a wide range of coverage options for our clients, so you can be sure to find the perfect policy for your needs. We also have a team of experienced agents who are always happy to help answer any questions you may have.

So if you’re looking for quality coverage at an affordable price, contact us today. We’ll be more than happy to provide you with a free, no-obligation quote. Thank you for considering us!

[signature & contact information]

More Policy Communications

More Policy Communications

policy communications

  1. Hello [first name], 

Thank you for your note! We always appreciate hearing from our clients. 

Please find attached a copy of your policy declaration page. As always, if you have any questions or need anything else, please do not hesitate to let us know. 

Have a great day! 

[signature & contact information]

  1. Hi [first name],

Thank you for choosing our insurance company! We appreciate your business and are committed to providing you with the best possible service.

To ensure that your coverage is up-to-date, we’ve attached a copy of your latest policy document. This will outline all of the specific protections that are in place for you and your family.

Please review the document carefully and don’t hesitate to reach out if you have any questions or concerns. We’re always here to help!

Best,

[signature & contact information]

  1. Dear [first name],

I hope you’re doing well. I wanted to reach out and touch base with you about your insurance policy. I know there have been some changes in your life recently, and I wanted to make sure that everything is still in order with your coverage. 

Please don’t hesitate to reach out if there’s anything you need or if you have any questions. I want to make sure that you’re always taken care of. 

Thank you for choosing our company, and I look forward to hearing from you soon. 

Best, 

[signature & contact information]

Bottom Line

Bottom Line

Handwritten notes are a personal way to stay in touch with your clients and build trust. They can also be a valuable marketing tool, reminding your clients of the great service you provide. If you haven’t tried handwritten notes yet, we encourage you to do so! Unlike other forms of marketing, these letter templates are designed for higher response rates.

You may be surprised at how effective sending a handwritten note can be in strengthening relationships with your clients. What tips would you add for handwriting notes?