Insurance Prospecting Letter + Card

What is an insurance prospecting letter?
An insurance prospecting letter is a personalized communication sent to potential clients to introduce your insurance services and establish a relationship. It highlights the value you can offer, such as cost savings, coverage options, or specialized expertise, and aims to encourage the recipient to learn more or schedule a consultation.

What should be included in an insurance prospecting letter?
The letter should include an engaging opening, a brief introduction of your company or services, and a value proposition that addresses the recipient’s potential needs. It should also include a clear call to action, such as scheduling a meeting or visiting a website, and your contact information. Personalizing the letter can make it more effective.

How can you make an insurance prospecting letter stand out?
To make your letter stand out, focus on the recipient’s needs rather than just promoting your services. Use personalized language, include a compelling benefit (e.g., savings or improved coverage), and format the letter professionally. Including a small incentive, like a free consultation or insurance review, can also make a strong impression.

Should you send insurance prospecting letters via direct mail or email?
While email can be quick and cost-effective, sending insurance prospecting letters via direct mail often has a greater impact. A physical letter feels more personal and is less likely to be ignored than an email. Direct mail also allows you to include branded materials, such as a business card or brochure, to make a lasting impression.

How often should we send insurance prospecting letters?
The frequency depends on your campaign goals. For new prospects, sending an initial letter followed by one or two reminders within a few weeks can be effective. For existing leads, periodic letters, such as quarterly or semi-annual updates, can help maintain contact and keep your services top of mind.

Can insurance prospecting letters be automated?
Yes, you can automate the process of sending insurance prospecting letters using direct mail automation platforms like Lob that integrate with your CRM, CDP, or marketing automation tool. These systems allow you to schedule and personalize letters at scale, ensuring timely delivery while saving time. Automation is especially useful for recurring campaigns, such as sending follow-up letters to leads after an initial outreach.