In a recent national consumer attitude study by Hallmark Business Expressions, 66 percent of respondents indicated a greeting card sent to show appreciation for a purchase or referral makes them more likely to do future business with the sender. For insurance agents, taking a few moments to choose a card, write a quick note and send it to a client can make a big impression and increase customer loyalty.

Greeting cards help agents stay not just top-of-mind, but first in the minds of their clients. And, when an agent is first-in-mind, that makes referrals all the more likely. Here are three tips for incorporating a greeting card program to build client loyalty.

1. Be relevant.
Whether it's a birthday wish or simply, "Thanks for your business," choose cards with business-appropriate sentiments.

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

  • Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.