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Life Health > Life Insurance

Five tips on greeting cards as a prospecting tool

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Find reasons to send your clients and prospects greeting cards. A few cards a day should take less than ten minutes. Following are five creative scripts you can use in a card to strengthen your client and prospect relationships.

After receiving a referral – “Thank you for your kind referral. It’s an honor to serve your friends and family and you can rest assured they will receive the highest level of attention and service possible.”

After an interview – “It was a pleasure to meet you today. Thank you for your time. I delivered a portfolio to your assistant shortly afterward so you may explore the range of services offered in greater detail. If I can serve you in any way, please do not hesitate to call.”

Birthdays – “Happy Birthday (name)! It’s clients like you who make going to work every day a reason to celebrate. Have a super day today and every day! I appreciate you and wish you the very best.”

Anniversaries – “Happy 1st Anniversary in your new home (truck/boat/business). I trust you’ve had a wonderful year and wish you many more ahead. If I can do anything to help you add to your experience, please let me know. I’m only a phone call away.”

Haven’t heard – “It’s been a little while since I’ve heard from you and I’m thinking about you. If you have simply been busy, please contact my office today and we can catch up. If there is an alternate reason why you have not visited, please contact me at the private number below so I may personally assist you.”

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