Are You Truly Thankful For Your Clients?

Are You Truly Thankful For Your Clients?

This week’s blog from Your Friend 4 Life is from my long time friend Steven Burgess. Steven is one of the top producers in the nation with SendOutCards. Steven owned his own health and life insurance agency for many years in Knoxville, TN and understands firsthand how to not only attract clients but maintain them for years to come by being thankful for them.  He sold his insurance agency and is now full time with SendOutCards.

Thank you cards, isn’t that a bit old-fashioned?

Yes, it may be old-fashioned to send business thank you cards but, as the saying goes, “manners maketh man” (or woman). Sending a thank you card is a classy touch that will elevate you far above your competitors. Today’s technology allows you to enjoy the benefits of “Old World” values delivered with “Bleeding Edge” technology. If you want your business and relationships to thrive in the new “inter-connected” economy you’d better engage in being high tech and HIGH TOUCH! Innovative Greeting Card Technology makes being high touch a simple thing for you now. Let’s look how our innovative business can help an insurance agent grow their business.

The most powerful use of SendOutCards can be found in this actual story from one of my clients. Ryan (actual name) an insurance broker chased a purchased insurance lead for 3 weeks.  When he finally got her on the phone, she thanked him for calling her but immediately rushed him off the phone because she was planning her daughter’s 13th birthday party.  She said “ I can’t talk now because I’m planning my daughters 13th birthday party for next week”  Ryan said “ok, when may I call you back?”  She said “next week some time after the party.”

Ryan hung up the phone but was not discouraged. He simply pulled up his SendOutCards account and sent a Thank You card to the prospect (let’s call her Suzy) for taking his call and that he was looking forward to helping her with her insurance policies the following week.  He also sent a Happy Birthday card w/ brownies to the soon to be 13 year old daughter.

Both cards were a HIT!!  Before, he could call Suzy back that following week…..Suzy actually called him and thanked him for the cards and brownies said “her daughter loved them”.  She proceeded to apologize for rushing him off the phone the week before and then asked him if he had time to  help her take care of her insurance needs right now (of course he said YES!). Now, it gets better….

After Ryan finished with her appointment, she said “my friend needs coverage can you help her?”  He said “yes” and hadn’t even had the chance to ask for a referral yet.  She also said “do you know anybody who can write home & auto?”  Well, Ryan is also a licensed property and causality insurance agent as well, so he ended up writing 6 policies from sending 2 greeting cards to that one prospect! How’s that for a return on investment?!

I would like to thank Steven Burgess with SendOutCards  for sharing your awesome business story this week. It is always helpful to find tools that actually work to grow an insurance agents’ business.


Tim Wilhoit is owner/principal of Your Friend 4 Life Insurance Agency in Nashville, TN. He is a family man, father of 3, entrepreneur, insurance agent, life insurance broker, salesman, sales trainer, recruiter, public speaker, blogger and team leader with over 25 years of experience in sales and marketing in the insurance and beverage industries.

9 Responses to Are You Truly Thankful For Your Clients?

Leave a Reply