When it comes to your business, communication is one of your greatest assets. Insurance clients absolutely crave attention and communication – and in order to ensure their satisfaction – and your success – you must provide that contact! At My Insurance Letters, we’ve made that process easy for you.
Our professional letters enable you to maintain constant communication with your clients. With 61 letters in the collection – ranging from specific thank you’s to prospecting letters – you’ll be prepared to offer your clients the attention they need at all times. And here’s the best part: you will receive the ENTIRE COLLECTION of letters for a one-time charge of only $29.95!
See below for an overview of each letter and make sure to purchase your collection today!
Introduction Letters (7 Letters)
General Prospecting Letters (8 Letters)
Auto Insurance Prospecting Letters (4 Letters)
Home Owner's Insurance Prospecting Letters (4 Letters)
Life Insurance Prospecting Letters (4 Letters)
Thank You Letters (4 Letters)
Sentiment Letters (10 Letters)
Holiday Letters (20 Letters)
INTRODUCTION LETTERS
There’s nothing like a first impression – but sometimes it takes a little more than a mere introduction to impress a potential client. Analysts estimate that it takes between four and seven contacts to connect with a client and make the sale – after all, sales is not an event, but a process. Let this series of seven introduction letters work for you to demonstrate to your potential client why you are the best choice for his insurance needs.
1
Allow Me To Introduce Myself - A warm, friendly introduction of you, your company.
2
You're In Great Hands - Explains how you will guide your client through the entire process – he is not alone, and he can expect guidance, information and clear communication throughout the duration of the process.
3
Your Friend In The Business - Demonstrates that you are personally interested in your client's success - and that you are always available as a professional and as a friend.
4
The Best Options - Explains that there are always a variety of different options available, and that you will make certain that your client is fully aware of all his options.
5
Results You Can Count On - Demonstrates your level of commitment, dedication and motivation in order to provide genuinely exceptional results.
6
You Ask - I Deliver - Assures the client that you will handle his insurance processing in a quick, and efficient manner.
7
The Perfect Choice - A reiteration of your dedication and of the fine services you offer, as well as a strong call to action for the reader to contact you immediately and to choose you as his insurance agent.
GENERAL PROSPECTING LETTERS
Prospecting is more than just sending out a feeler to a potential client – it’s about extending yourself to that client in a way that perfectly illustrates your dedication to his cause – as well as demonstrating your motivation to providing him with excellent service. These eight letters are the tools you need to start prospecting effectively, and will enable you to expand your client base in a professional and impressive manner.
1
New Agent Announcement - It’s official: you’re a licensed agent and it’s time to share the news! Introduces you to the recipient and includes your contact information.
2
New Agent Announcement - Explains that you’ve joined a new firm and that you’re thrilled to have the opportunity to offer your services. Establishes you as an agent with expertise.
3
Moving To A New Firm - Informs client of your move to a new firm and provides him with all of your new contact information. Demonstrates your desire to maintain contact with the client and your ongoing commitment to providing excellent service.
4
Professional Referral Request - Seeks a recommendation from another business professional and assures him that any clients he refers will receive the finest care and service possible.
5
Client Referral Request - Expresses your appreciation in serving as their agent and would be honored to have the opportunity to offer services to their friends or colleagues.
6
Referral Letter - When another client or associate has referred you to a new individual, this letter establishes contact and lets them know who has recommended you. Establishes credibility and is an excellent method of first contact.
7
Request An Appointment - Informs the recipient that you've learned that he is in need of the services of an insurance agent. Establishes you as a friendly and knowledgeable agent who can help.
8
Chamber Of Commerce Contact - Informs the recipient that you’ve learned from the Chamber of Commerce that he is interested in moving to the community. Establishes you as a friendly and knowledgeable agent who can help with his relocation.
AUTO INSURANCE
PROSPECTING LETTERS
The auto insurance industry is fiercely competitive, and if you want to convert prospects into policyholders, you must stand apart from the competition! These four letters can help you to do just that; you will be introduced as an agent who cares about both saving the client money and in preserving his best interests! This is an excellent series that will help you to earn the trust of your prospects and to connect with him on a professional level.
1
Passing the Competition - Auto insurance is a competitive market – everywhere you look, you’re confronted by aggressive advertising campaigns and pushy agents. I’m not one of those agents – I’m simply here to offer you the facts about car insurance, and to provide you with the rates you deserve. Allow me to introduce myself…and to share what I can do for you.
2
Save On Auto Insurance - When shopping for car insurance, the primary concern of most individuals is, naturally, what kind of savings may be obtained. It’s important that you work with an agent who will see to it that you receive every savings and discount that you are eligible for, and I’ll do everything I can to make certain that you get the savings you deserve.
3
Just Down The Road - Let's face it: accidents happen. If you need to file an insurance claim, how can you be sure that your claim will be handled promptly and with great care? Sometimes, a familiar voice can work wonders to help alleviate the stress of such situations. I’m letting you know that as your agent, I’ll be here for you no matter what your circumstances might be.
4
Paving The Way - I hope that you will contact me today to discuss your needs for auto insurance; I’m looking forward to speaking with you – and am also looking forward to building a relationship with you as your agent. My hope that it will be a lasting relationship – one that will last for many years to come.
HOMEOWNER'S INSURANCE
PROSPECTING
LETTERS
A home is the single most important possession of any individual, and homeowners consider the protection of that asset to be of utmost importance. Convincing a homeowner that you're the insurance agent he needs can be a difficult endeavor - but it doesn't have to be! With these four specially crafted letters, you will be able to initiate contact with a potential prospect and follow through all the way to the signing of a new policy.
1
Making Your House A Home - Your house is more than just a residence – it’s a symbol of your security, your hard work, and it is the place where your family will build a lifetime of memories. That’s why it is so important – so crucial – to make certain that your home is properly protected and insured. I am an agent in your area, and I’d like to introduce myself and explain what I can do for you.
2
I'm In The Neighborhood - Let me explain something very important – choosing an agent for your homeowner’s insurance policy is a decision that should be made with great care. You need someone reliable, honest and trustworthy – someone that will be there to answer any questions you might have, and, in case of an emergency, who will be there to offer comfort and assistance. I’m here for you, and this means that for as long as you choose to have me as your agent, you can depend on me.
3
Building The Perfect Policy - Don't be fooled by companies or agents who will try to sell you an enormously expensive policy without engaging in a discussion of your insurance needs and financial capabilities. There are many types of insurance policies, and we can tailor one that will be perfect for you. You can have faith that I will provide you with your best options at all times.
4
A Foundation Of Security - While we may never expect accidents to occur, having a contingency plan – and a solid homeowner’s insurance policy in place – can offer a great deal of comfort. My job is present you with the best policy for your situation, and then to be there when you need me. I’d like to build a relationship with you that will offer you the security you need and deserve.
LIFE INSURANCE
PROSPECTING
LETTERS
Before choosing a life insurance agent, trust must be established and then proven. This can sometimes be a lengthy process, but with these four letters, you will be able to prove yourself to a prospect before you even speak with him! Also highlighting the benefits of life insurance and the peace of mind it can bring, these letters are sure to bring you great success.
1
Carry Out Your Dreams For The Future - Life insurance can help carry out your hopes and dreams for the future—even after you’re gone….it’s not a subject that most people like to discuss, but it’s one that we should not avoid. Allow me to introduce myself…and to share how I can assist.
2
Peace Of Mind - Life insurance will do much more than ensured that your family and loved ones are cared for in the future – it will offer you peace of mind…you will never have to feel concerned as to whether or not your loved ones will be taken care of after you’re gone – you will know with certainly that they will be cared for and protected from any financial difficulties that may arise.
3
Benefits Of Life Insurance - Why is life insurance necessary? The truth is that it has a number of benefits that you may not have considered. Some of these include:
4
An Agent You Can Trust - There is a tremendous advantage to acquiring life insurance through an agent you know and trust. First of all, you’ll be paying the same premiums whether or not you choose to buy life insurance via a faceless company – which lacks a personal touch – or whether you obtain your insurance through an agent, so why not choose an agent? Isn’t it better to have someone that you know you can call or come to with questions? I look forward to building a relationship with you.
THANK YOU LETTERS
Everyone appreciates the expression of gratitude, and this is particularly true in the insurance business. Taking the time to thank a client for his loyalty, his interest, his referral or his time is an excellent way to demonstrate the kind of caring and attentive agent that you truly are. These four thank you letters will go a long way toward not only expressing your gratitude, but your professionalism and dedication as well.
1
Thank You For Your Business - After completing a sale with your client, this letter lets him know how much you appreciate his business and truly enjoyed working with him. Should he ever need assistance in the future, you will be more than happy to help!
2
Thank You For Your Inquiry - Expresses to the client that you know he has many agents to choose from and that you are deeply appreciative of his interest in your services. Invites him to contact you to discuss his needs further.
3
Thank You For The Referral - Thanks the recipient for referring a new client and lets him know how much you enjoyed meeting with the individual that he referred. Assures him that the person he referred will receive your finest care and service.
4
Thank You For The Meeting - Thanks the client for sharing his valuable time with you and tells him how much you enjoyed meeting with him. Expresses your deep enthusiasm toward working with him!
SENTIMENT LETTERS
There are life events that everyone experiences at one time or another. When one or more of those events happen in our client's lives, we often want to share a note to offer congratulations, encouragement or a simple word of support. But expressing the right sentiments to clients can be a difficult thing to do for many REALTORS®.
This series of ten letters is carefully designed to deliver the perfect sentimental expression for nearly all of life's occasions - from the wonderful celebration of a wedding or birth to the inevitable loss of a loved one. The words are personal and warm, yet appropriate for formal and informal business relationships.
With the Sentiment Series, every client is bound to appreciate your thoughtfulness.
1
Get Well - Here’s a great letter that will brighten someone’s day during an illness or injury. It’s also a lovely way to let a client know you’re there if they need you.
2
Sympathy - This warm note is a perfect way to express condolences to client. Let them know they are in your thoughts and prayers when they experience the loss of a loved one.
3
Encouragement - There are times when we are all at a loss for when a client is experiencing a difficult time in life. This letter is sure to convey thoughtful sentiments and lend a little cheer.
4
Birthday - Everyone loves a birthday greeting! Clients of all ages will love receiving this warm note when you remember their special day.
5
Engagement - Share your excitement and congratulate the newly engaged couple on their happy news!
6
Wedding - Like an engagement, this occasion is even more reason to let a happy couple know how delighted you are for them. The newlyweds will appreciate this thoughtful gesture.
7
Job Promotion - Congratulations are definitely in order here! Recognize your client’s achievements and tell them how happy you are for their good fortune.
8
New Job - It’s a tough job market out there! When a client lands a new job, it’s time for a congratulatory letter that sends them off to a new venture with the best of wishes!
9
Graduation - College or graduate school – every new graduate will appreciate hearing, “Well done!” This note is a sincere expression of congratulations.
10
Birth Or Adoption - Share the joy of a new family member, whether by birth or adoption, with this thoughtful note. It’s an ideal way to say “Welcome to the world!”
HOLIDAY LETTERS
There’s no substitute for friendly and thoughtful correspondence, and the holidays offer an excellent opportunity to communicate with existing or potential clients! These specially crafted twenty holiday letters will allow you to extend a courtesy to your clients or prospects while establishing or maintaining communication with them! It’s a fun and festive way to make the most out of the holiday seasons.
1
New Years - Includes fun and informative information about the traditional New Year’s song, “Auld Lange Syne,” and also lists the song’s complete lyrics! A great way to wish your client a Happy New Year.
2
New Years 2 -Auld Lang Synemay be the tradition, but in this letter, the recipe included is anything but traditional! Say Happy New Year’s with a greeting that will wow everyone. The Chocolate Eggnog recipe is one of things every reveler should experience!
3
Valentine's Day - Offers a reminder to do something special for your loved ones on Valentine’s Day, and includes a few creative suggestions for unique ways to show them that you care (as well as an awesome cookie recipe).
4
Valentine's Day 2 - One of the best expressions of Valentine’s Day sentiment is through cards, letters and of course, poetry. This letter includes three short favorites to clip and post or share. Even the hardest hearts won’t be able to resist these charmers. And they’re appropriate for everyone!
5
St. Patrick's Day - This letter provides some fascinating historical facts about the real St. Patrick, as well as a delicious recipe for St. Patrick’s Day punch! Your clients will enjoy learning about the holiday, and will definitely enjoy the punch!
6
St. Patrick's Day 2 - A little luck o’ the Irish will put a smile on the face of the most serious clients. The recipe included for Shamrock Punch is a favorite of young and old leprechauns. And it’s so delicious; it’ll be gone before you can say Happy St. Patrick’s Day!
7
Easter - Shares a few interesting points about what Easter means to different people and points out that Easter, to most, signifies a time of new beginnings. Also includes a delicious recipe for glazed ham!
8
Easter 2 - What would Easter be without the Easter egg? This letter provides some of the most amazing ways to to color those coveted eggs – naturally, safely and beautifully! The array of rainbow colors will delight you!
9
Mother's Day - This letter tells the charming story of the first Mother’s Day and includes a number of fantastic suggestions to help your client treat his mother to an extra special day!
10
Mother's Day 2 - Make Mom feel special by remembering her on her special day. This letter includes a handy gift guide that names the Top Ten favorite gifts of Mom’s throughout the ages and other thoughtful ideas that are often overlooked.
11
Father's Day - Filled with interesting fun facts, this letter relates the tale of the origins of Father’s Day, as well as providing several great ideas for making the day extra special for dear old dad.
12
Father's Day 2 - Dads are going to love this letter. It’s filled with heart-warming thoughts and a recipe for what most Dads do best … grill! The Firecracker Salmon dish is spicy, sweet and simple to make.
13
Labor Day - This letter includes an interesting recounting of the history of Labor Day, including why we call it labor day when everyone has the day off! Encourages the client to enjoy the holiday and to get some much-deserved rest.
14
Labor Day 2 - The last picnic of the season is a great occasion to whip up this delicious recipe for All American Apple Dumplings. They’re so good, you may want to make two batches - - one for home and one for the picnic!
15
Independence Day - While most Americans are pretty familiar with the story of Independence Day, this letter serves up some unknown and fascinating fun facts about the holiday!
16
Independence Day 2 - What better way to celebrate the birthday of the good ole USA than with a summer gathering of family and friends? The crowd-pleasing potato salad recipe enclosed is perfect for a Fourth of July picnic or any time of year!
17
Thanksgiving Day - Talks about the importance of counting your blessings, and includes a sensational recipe for special sweet potato/pecan bake! Not only will your clients appreciate your thoughtful letter, they’ll love the recipe!
18
Thanksgiving Day 2 - Turkeys, pumpkins and football rule the day! But this warm letter offers a thoughtful reminder to remember to give thanks for our abundance - plus, there’s a special recipe for Cranberry Sauce that no turkey should be served without!
19
Christmas - This is a simple, yet effective letter that will let your clients know that you’re thinking about them during the Christmas season. It’s an easy way to spread some holiday cheer to your clients and prospects!
20
Christmas 2 - Christmas is a celebration that is all about giving. And in that spirit, we’ve added two recipes - - one for a delightful potpourri to give or keep, the other for a yummy snack mix in the colors of the season, also great for giving and sharing.
To view a FREE letter, please click the graphic below.