Retention Playbook

Keep policyholders loyal with insurance retention postcards

It costs far more to replace a policyholder than to keep one, and staying in touch between renewals is what stops your book from quietly eroding.

Printing & postage included
No minimums or contracts
Set up in minutes

Trusted by businesses and franchise owners nationwide

RE/MAX
TruGreen
Fish Window Cleaning
Extra Space Storage

The Challenge

Why policyholders leave

Silence between renewals is an open invitation to competitors.

You only talk at renewal

If the only time a client hears from you is the annual bill, they have no loyalty when a cheaper quote arrives.

Competitors mail your book constantly

Other agents and direct carriers target your clients year-round, so silence on your end makes them easy to poach.

Clients forget their coverage gaps

Households under-insured on life, umbrella, or auto never buy more because nobody reminds them, leaving revenue and loyalty on the table.

One policy is a weak anchor

A single-line client leaves easily, but you have no system to cross-sell them into a stickier multi-policy relationship.

The Playbook

Stay in touch all year long

Regular, useful mail keeps clients loyal and multi-policy.

Mail policyholders friendly touches throughout the year, from renewal thank-yous and coverage reviews to cross-sell offers and life-event check-ins. Because it's automated and physical, you nurture your whole book without staff time, and clients feel cared for rather than billed once a year. Loyal, multi-policy households renew reliably and resist the competitor quotes constantly hitting their mailbox.

Platform Features

Everything You Need to Run the Campaign

Design, upload your list, and mail postcards to the right audience — all from one platform.

Drag & Drop Designer

Create professional postcards in minutes with our free online designer and ready-made templates.

Easy List Upload

Upload your mailing list as a CSV or connect your CRM. Reach past customers and new prospects alike.

All-In Pricing

One flat price per card includes professional printing, postage, and USPS delivery. No hidden fees.

Delivery Tracking

Follow every postcard through the USPS network so you know exactly when it lands in the mailbox.

Automated Campaigns

Trigger postcards automatically through Zapier or our API — welcome cards, reminders, and win-backs.

Response Tracking

Measure results with unique QR codes and promo codes to see exactly how many customers each mailing drives.

5-9x

Higher Response Rate

Compared to email marketing

$0.99

Starting Price

All-in per postcard

90%

Mail Gets Read

Nearly everyone checks their mail

Campaign Playbook

Your Retention Playbook

Six ways to keep your book of business loyal.

Renewal thank-you

Mail an appreciation card at renewal so clients feel valued, not just billed, before they consider shopping.

Annual coverage review

Invite clients to a policy review to catch gaps, deepen the relationship, and reinforce your value.

Cross-sell offer

Introduce life, umbrella, or auto to single-line clients so a stickier multi-policy household forms.

Life-event check-in

Reach out around milestones like a new home or baby when coverage needs and loyalty both grow.

Referral appreciation

Thank clients who refer friends, rewarding loyalty while expanding your book at low cost.

Household consolidation

Encourage clients to move all their family's policies to you for simplicity and a discount.

Protect your book of business from churn.

Launch your first campaign in minutes. No minimums, no subscriptions.

Frequently Asked Questions

Common questions about running this campaign.

A few useful touches a year, timed to renewals and life events, keep you top of mind without feeling like constant selling.

Yes. Connect your book through Zapier so thank-you, review, and cross-sell cards mail automatically at the right time.

Keeping a client costs far less than acquiring one, and a multi-policy household that hears from you stays put when competitors quote.

Yes. Segment single-line clients and mail targeted offers for life, umbrella, or auto to build stickier relationships.

No minimums, so mail your entire book or a single segment at the same flat per-card price with postage included.