Automated Direct Mail & Personal Cards for Insurance Brokers
High retention and trust are the lifeblood of a successful UK insurance brokerage. Personalized Marketing transforms your client communications by automatically sending tailored cards, A5 postcards, or letters for policy renewals, claims follow-ups, and key milestones. We feature recipient building photos and logos for commercial clients, print and post everything with postage included, and track every scan back to your CRM.
Free to try · printing and UK postage included when you send
Put in your website and see the card your insurance broker would send — in about a minute.
Try it freeWhen insurance brokers send post
Six moments that work — each card written for the person it goes to.
Annual Policy Renewal Reminder
Sent 30 to 60 days prior to a client's insurance policy renewal date.
“Hi Sarah, your insurance cover is due for renewal next month. We've reviewed the market to ensure your business remains fully protected at the best price. Scan the QR code to review your schedule or book a quick catch-up with our team.”
Post Claim Settlement Care
Sent immediately after a client's claim has been successfully settled.
“Hi Sarah, we hope everything is returning to normal following your recent claim. Your peace of mind is our priority, so please scan the QR code if you need any further support or have questions about your ongoing cover.”
Commercial Client Onboarding Welcome
Triggered automatically when a new commercial policy is bound.
“Hi Sarah, welcome to our brokerage. We are delighted to manage your commercial insurance and help safeguard your business. Scan your personalized QR code to view your dedicated account manager's details and watch a quick welcome video from our directors.”
Post Renewal Review Request
Sent shortly after a successful policy renewal or smooth service interaction.
“Hi Sarah, thank you for renewing your insurance with us again this year. As an independent brokerage, your feedback means the world to us. Could you take thirty seconds to scan the QR code below and leave us a quick Google review?”
Lapsed Client Win Back
Sent 10 months after a client chose not to renew their policy.
“Hi Sarah, with your renewal coming up, we'd love the opportunity to welcome you back. Premiums and cover change constantly, so scan the QR code to get an updated, competitive quote tailored to your current needs.”
Client Referral Thank You
Dispatched when an existing client introduces a new policyholder to your broker firm.
“Hi Sarah, thank you so much for recommending us to your contacts recently. Word of mouth is the highest compliment our brokerage can receive. Scan the QR code to claim a small token of our appreciation for your loyalty.”
Stand Out to Commercial Prospects
For corporate clients, our system automatically reads their website, places their premises photo and company logo onto the card, and crafts a bespoke message tailored to their business.
Seamless Integration with Broker CRMs
Connect your existing software via HubSpot, Zapier, or our API to trigger physical mailers automatically based on renewal dates, claims milestones, or policy updates.
Complete Tracking and Measurable ROI
Every item includes a unique QR code leading to a dynamic landing page, allowing you to track scans, video views, and review conversions in real time.
Questions insurance brokers ask
How do personalized cards help commercial insurance brokers win B2B accounts?+
Our system automatically visits your prospect's website to gather photos of their premises, team, and company logo, placing them directly on the card or letter. This bespoke touch builds immediate credibility and trust before your brokers even make their first call.
How does the mail delivery and postage process work?+
You simply upload your client list or connect your CRM, and we take care of the rest. We handle the printing, custom artwork generation, envelope stuffing, and UK posting with all postage costs included in the service.
Can we track which clients scan the QR codes on our mailers?+
Yes, every single greeting card, postcard, or letter features a personalized QR code that routes clients to a unique landing page. You can monitor scans, video message plays, offer redemptions, and Google review clicks inside your analytics dashboard.
Does Personalized Marketing integrate with our current management software?+
Absolutely. You can automate sends directly through HubSpot, Zapier, Shopify, or our developer API, allowing physical mail to dispatch automatically when policy dates or client statuses change.
See yours in a minute
Put in your website — our studio makes a card and postcard from your insurance broker to your customers. Free.
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