client appreciation cards for advisors, personal, and easy to approve.
Clients stay with the person who remembers them: the anniversary of the day they joined, the policy that renewed quietly, the friend they sent your way. We write those cards with a real pen, in your words, and post them, so your attention can stay on the clients.
When to send a card
The moments people remember.
A new client or policy
Thank them for the trust, and say who to call. Nothing about returns or cover.
Client anniversaries
A card each year on the day they joined, signed by you.
Renewals
For agents: a note at renewal time says the policy has someone behind it.
A referral
Thanks for the introduction, and nothing that could read as payment for it.
Life events
A wedding, a baby, a retirement. The card is about them, not their accounts.
After a claim, and in sympathy
The cards clients remember longest are the ones that came at a hard time.
What to leave out
- Returns, markets, products or advice. A card is about the client, never the portfolio.
- Wording your compliance team has not seen. Many firms review client correspondence, cards included; send them your drafts.
- Gifts or anything of value with a referral thank-you.
The rules, with their sources, are in our guide: Financial advisor thank-you notes: 24 client appreciation notes that stay compliant.
How it runs
Client dates usually live in a CRM: HubSpot, Pipedrive, Zoho CRM, Keap and Close connect in a click. A Google Sheet of anniversaries, or Zapier, Make and the API, cover the rest.
Every card is written by a real pen, in your words and your handwriting or ours, and posted in an envelope with tracked delivery. How each connection works.
From $8.99 a card for 50 down to $3.49 a card at 5,000+ cards, plus setup. Volume pricing.
Designs to start from
Drawn by the same pen that writes the message.
Messages to copy
- Financial advisor thank-you notes: 24 client appreciation notes that stay compliant
Twenty-four handwritten client appreciation notes for financial advisors, for new clients, anniversaries, referrals and life events, with no performance talk.
- Insurance agent thank-you notes: 24 notes for new policies, renewals and referrals
Twenty-four thank-you notes an insurance agent can copy for new policies, renewals, referrals, life events and after a claim, with no promises about coverage.
- Handwritten notes in sales: 24 notes for prospects and customers, from first meeting to renewal
Twenty-four handwritten notes for B2B sales and customer success: after a first meeting, a demo, a won deal, onboarding, renewal and a champion's new job.
Plan your cards on a call.
Twenty minutes gets you a per-card price, a delivery plan and, if you want it, your systems connected the same week.