Letters for insurance | Features | ClientCircle
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Letters for insurance

Add letters to your marketing communications strategy. Whether you need to send renewal notices, enrollment updates, or other prospect or client communication, ClientCircle makes it easy. We’ll print and mail the letters for you so you don’t have to do a thing.

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The right communication for the right moment

Sometimes you have more to say than a card can fit. And that’s why we have letters.

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We’ll do the work for you

We’ll handle the printing, stuffing, addressing, stamping and mailing so you don’t have to.

Renewal Notice Icon

Send renewal notices and policy updates

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Welcome and onboard new clients to your agency

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Follow up on claims or policy changes

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Impress prospects with a formal, well-branded introduction

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Add letters to your custom journeys and campaigns

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Use Microsoft Word mail merge to personalize each letter

Add letters to your toolkit

Quote

I found most CRMs only offer emails and texts to stay in touch with clients. Y’all have incorporated USPS mail option via cards which I feel adds more of a personal touch.

Steven Conway

Customer since 2021

*Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.