Use Case


Thank you notes are a great way for insurance brokers and insurance industry professionals to show their appreciation to clients, prospects, and partners. They can use them to improve client retention, build relationships, and differentiate themselves from the competition.

Some benefits of using Thankster for insurance industry professionals


Improved client retention

Thank you notes can help to improve client retention by showing your clients that you appreciate their business. A study by the Aberdeen Group found that companies that sent thank you notes had a significantly higher customer retention rate than those that didn't.


Build relationships with clients

Thank you notes can help you to build relationships with your clients and prospects. This can help to build trust and rapport, which can lead to more referrals and repeat business.


Strengthen Professional Relationships

Insurance brokers often work with various professionals within the industry, such as underwriters, claims adjusters, and other service providers. Sending thank you notes to these individuals can help foster stronger professional relationships.


Networking and Referrals

It also helps to create a network of supportive contacts within the industry, which can be beneficial for referrals and collaboration opportunities.


Enhance Customer Satisfaction

Insurance can be a complex and often stressful industry for clients to navigate. Taking the time to send a personalized thank you note demonstrates that the broker understands and empathizes with their needs and concerns.


Differentiate from Competitors

In a competitive industry like insurance, standing out from the crowd is crucial. Sending our notes sets you apart from competitors who may solely rely on digital communication or generic automated messages.


Mass personalization

It seems like an oxymoron, but with Thankster you can easily send personalized notes - including individualized messages, via merge fields - to a large number of recipients, either at once or in drip campaigns.


Boost ROI

The return on investment (ROI) provided by Thankster is significant, and it allows brokers to focus on their core responsibilities while still reaping the benefits of this impactful gesture.


Save time, send more

Thankster helps to automate the process, which (a) saves time and money, and (b) can help you to send more thank you notes, creating a virtuous cycle.

Some tips for using Thankster with your insurance clients

  • Express gratitude to new customers, prospects, and clients for their business or for timely payments.
  • Send notes for specific occasions, such as after a meeting or phone call, or after a claim has been processed.
  • Send thank you notes to clients who have referred new business to you, and mention the specific referral in the note.
  • Personalize your thank you notes to make them more meaningful and impactful..
  • Use Thankster to get back in front of lapsed clients.
  • Customize the design of your thank you notes to match your brand and make them more memorable.

Automating with Thankster for the Insurance Industry

By automating their thank you card sending with Thankster, insurance industry professionals can easily create personalized cards for each client while saving time and money. This is an effective way to show appreciation in a timely manner without having to manually send cards one by one. With Thankster’s solution, they’ll be personalized and include handwriting just as if they’d been done by hand.

And automation ensures that no client misses out on receiving a thank you card due to human error or neglect. This helps in maintaining consistency in communication with clients by ensuring that every client receives a thank you card within a particular time frame. Our software is optimized to authentically produce human handwriting (for example, by varying instances of each character), allowing our cards and notes to look and feel like they were written by hand. And we use high quality card stock.

We have bulk and plan pricing options which are extremely affordable, especially relative to doing writing by hand.