Real cards. Real handwriting. Sent for you.

Your client gets somewhere between fifty and two hundred marketing emails a week and roughly two pieces of personal mail. A handwritten card is not competing with your competitors' emails; it is competing with nothing, in a channel that has been almost entirely abandoned.

Retention in insurance is a relationship business dressed up as a renewal date. A card that arrives on a birthday, after a claim, or on a policy anniversary does not sell anything — which is exactly why it is remembered when the renewal conversation happens.

Automations fire off CIS policy and lead data, so a birthday, renewal date or newly issued policy can put a card in the mail without anyone on your team remembering to do it. The trigger data is the same data your commissions run on, which means the list is never stale and never maintained twice.

Common automations agencies start with:

• Birthday cards to every active client.
• Policy anniversary cards timed ahead of the renewal window.
• Thank-you cards on new business issue.
• Win-back cards to lapsed clients at a set interval.
• Welcome cards when a purchased lead converts to a policy.

1. 1

   Pick a template

   Choose from the card library, grouped by occasion, or build your own design in the editor.

2. 2

   Write the message with merge tags

   Personalise with fields from the client record — first name, policy, agent — so a thousand cards read like a thousand notes.

3. 3

   Validation runs before printing

   Every card is checked for unresolved placeholders. A card containing an unfilled merge tag is blocked, so no client ever receives a 'Hi [FirstName]' letter.

4. 4

   Robotic pens write it

   The card is written in real ink on card stock — as of July 13, in a larger size on upgraded paper, at no change to credit pricing.

5. 5

   It is stamped and mailed

   A real stamp, addressed to your client, sent on your agency's behalf. Credits are drawn from your balance as cards are produced.

Greetings run on a credits balance with optional auto top-up, kept separate from AI Concierge credits so a busy outreach month does not consume your reporting allowance. Owners control which team members are allowed to send, which keeps a well-meaning new hire from mailing four hundred cards on their second day.

Every send is recorded against the client record, so the card that went out in March is visible next to the policy it was about, alongside the rest of that client's communication history.

Merge-tag validation protects against the most visible failure mode, but it is not a compliance review. You remain responsible for ensuring your outreach follows the marketing rules that apply to your book — including Medicare marketing requirements where relevant. Our AI disclaimer sets out how AI-assisted copy should be reviewed before it goes out.

Greetings are one part of the retention side of the platform — see features for the full picture, or the lead marketplace for the acquisition side.