In the competitive insurance industry, maintaining continuous engagement with prospects and clients is crucial. A well-crafted newsletter strategy—complemented by periodic reminders and thoughtful touchpoints—can keep your brand “in sight and in mind” all year long. This not only nurtures client relationships but also improves retention in an industry where acquiring new customers is far more costly than keeping existing ones. In this blog, we explore how insurance providers can use newsletters and ongoing touchpoints to engage customers throughout the year, with practical tips and real examples for inspiration.

Why Consistent Engagement Matters in Insurance

Insurance isn’t a one-and-done transaction; it’s a long-term promise. If clients only hear from their insurer at purchase and renewal, they may lose sight of the value you provide. In fact, a Salesforce study found over 33% of insurance customers switched providers within 12 months, often due to lack of engagement across the customer’s lifecycle (Insurance Companies Need More Than Renewal Reminders | WebEngage). As the saying goes, “out of sight is out of mind.” Customers need regular, value-adding nudges after the sale – not just a perfunctory reminder two weeks before renewal. When insurers engage proactively, they remind clients of their presence and prevent the relationship from becoming purely transactional.

Consistent communication is also a retention catalyst. Research shows it costs 7–9 times more to attract a new policyholder than to retain one, giving insurance the highest acquisition cost of any industry. Conversely, even a modest increase in retention can significantly boost profitability (a Harvard Business study noted a 5% increase in retention can raise profits by 25% to 95%). In short, keeping existing clients engaged is not just nice-to-have – it’s essential for long-term success and growth.

It’s clear customers want more engagement. A global survey reported 95% of participants wish to hear more about their policies and claims from insurers, yet one-third said they never receive any communication from their provider. This represents a huge missed opportunity. By using newsletters and periodic outreach, insurers can fill this communication gap, provide timely information, and reinforce their value proposition continuously.

Newsletters as a Year-Round Engagement Tool

An email newsletter is one of the most effective ways to maintain an ongoing dialogue with both prospects and policyholders. It is a permission-based channel (recipients subscribe or opt in), so it targets an audience already interested in what you have to say. Regular newsletters keep your agency on your clients’ radar; when customers eventually need a new policy or have a question, they’re more likely to remember you than a competitor they rarely hear from (Engage Insurance Leads with a Powerful Newsletter - Ease).

Importantly, newsletters aren’t just about sales pitches. They allow you to educate and inform, turning complex insurance jargon into accessible insights. For example, you might explain the nuances of a policy rider or share tips on filing a claim smoothly. Many clients find insurance confusing, so use the newsletter to simplify complex concepts and highlight benefits in plain language. By doing so, you position yourself as a trusted advisor. This educational approach builds loyalty: clients who understand their coverage are more likely to appreciate its value and stay with you.

Consistency is key. Whether you send it monthly or quarterly, stick to a schedule so readers come to expect (and look forward to) your updates. Each issue reinforces that you’re proactive and customer-focused. Over time, a newsletter becomes a relationship touchpoint – a friendly check-in rather than an intrusive solicitation.

Timing Matters: Leveraging Key Financial Periods

Certain times of year present golden opportunities for targeted communication. In insurance, one prime window (especially in markets like India) is the tax-saving season from January to March. During this period, many individuals rush to invest in insurance to claim deductions before the financial year ends. It’s estimated that more than 40% of annual life insurance business in India comes from the Jan–Mar quarter, as people buy policies as tax-saving instruments.

Use your newsletter and reminders to get ahead of this spike. For instance:

Early January Issue: Kick off the year with a “Tax Savings Special”. Remind clients about the tax benefits of life and health insurance, such as deductions under relevant tax codes for premiums paid. Explain how investing in or topping up policies before March 31 can reduce their tax liability, while also providing financial protection. This serves as a gentle nudge for prospects procrastinating on buying a policy for tax purposes.

Mid-February Reminder: As the financial-year deadline nears, send a focused reminder email or SMS about any last-minute tax-saving options. Highlight products like retirement plans or health insurance add-ons that have both financial planning and tax advantages. This creates urgency without a hard sell – you’re positioning it as a helpful reminder during a busy season.

March Touchpoint: Close out the season with a checklist: “Tax Season Wrap-Up – Are You Covered?” Encourage clients to review if they’ve maximized their tax deductions via insurance and offer assistance if they need to quickly invest in a policy. Even those who’ve already done so will appreciate the prompt to double-check their financial to-dos.

Beyond tax season, think of other financial milestones. For example, many insurers send annual statements or policy status updates around the policy anniversary date – this can be accompanied by a newsletter segment on “How to Review Your Coverage” or an invitation to a policy review meeting. Another key period is the end of the calendar year, when people often evaluate their finances and make resolutions. A December or New Year newsletter can encourage clients to review their insurance portfolio for the new year (life changes, new assets, etc.) and ensure they have adequate coverage.

Themed Newsletters Around Festive Seasons

Festivals and holidays offer a natural chance to connect with clients on a personal level. Instead of generic greetings, savvy insurance providers weave in themed content that resonates with the occasion while subtly reinforcing insurance awareness.

Take Diwali, for example – the festival of lights often symbolizes new beginnings and prosperity. An insurance company might send a Diwali newsletter wishing clients well, but also sharing safety tips and insurance insights relevant to the celebration. In 2024, HDFC ERGO General Insurance launched a campaign “Shubh Diwali, Surakshit Diwali” (Have an Auspicious and Safe Diwali) emphasizing not just celebrating, but also protecting what you have as you usher in the new year of prosperity ( HDFC ERGO General Insurance new ad promotes safety during Diwali). A newsletter during Diwali could echo this theme: include tips on fire safety (since fireworks are common), advice on safeguarding home valuables during festivities, or an article on how having the right insurance brings peace of mind alongside the joy. Such content aligns with the festive mood and the insurer’s message of security.

New Year is another excellent theme. Clients are in goal-setting mode, so craft a “New Year, New Insurance Checklist” edition. Encourage them to review and refresh their insurance plans. This could include pointers like updating nominees/beneficiaries, checking if coverage amounts still suffice (perhaps their family grew or they bought a new house), and setting up systematic premium payments for the year. You might also share “Top 5 Insurance Resolutions” – e.g., resolve to read your policy document, or to finally buy that term plan you’ve been delaying. The tone should be optimistic and encouraging, tapping into the “new year, better you” spirit.

Other occasions to consider for themed newsletters:

Festive Holidays: In India, apart from Diwali, festivals like Dussehra, Christmas, or Eid could be moments to send greetings coupled with a relevant tip. For instance, around Christmas/New Year which is a travel season, share travel insurance advice (“Traveling this holiday? Here’s how travel insurance keeps your trip worry-free”). During regional festivals or public holidays, even a simple safety reminder (drive safe, stay insured) can be effective.

Insurance Awareness Day: Yes, there is an Insurance Awareness Day (celebrated on June 28th internationally). Some insurers run special campaigns on this day. You could send a fun quiz in the newsletter – “How well do you know your policy?” – or share a myth-busting article about insurance. For example, ACKO General Insurance in India ran a humorous social media campaign on Insurance Awareness Day to simplify insurance jargon for the average person ( Case Study: How ACKO leveraged humour on social media to emphasise the importance of insurance). A newsletter can extend that effort by educating clients in a light-hearted way on this occasion.

Festive Promotions: If your company offers any festive discounts or bonus features (e.g., a loyalty bonus added to policies during the insurer’s anniversary or a festival), the newsletter is a great place to announce it. Pair the announcement with a festival greeting to keep the tone celebratory rather than purely commercial.

Remember to keep the tone formal yet conversational. During festive communications, it’s okay to be a bit more heartfelt or warm in language, as you’re speaking to the human side of the customer. However, maintain professionalism – for example, you might say, “As we celebrate Diwali and illuminate our homes with diyas (lamps), it’s also time to illuminate our financial security. This Diwali, we share five simple ways to keep your loved ones and assets safe – so you can enjoy the festivities with true peace of mind.” Such a message blends warmth with a subtle insurance plug, without feeling like an overt sale.

Real-World Examples of Engaging Touchpoints

Successful insurers across the globe are embracing multi-channel, proactive engagement rather than waiting for clients to come knocking. Let’s look at a few examples and case studies that highlight what works:

Acko’s Event-Driven Engagement: Acko, a digital insurer known for innovation, leveraged event-based triggers to boost its policy renewals. By tracking user actions on their app/website (for example, a customer initiating a claim or logging in to view policy documents), Acko sent contextual, real-time communications to guide the customer’s next step. This could be a quick tip when filing a claim or a reminder to renew after a claim is settled. The result? Acko saw a 17.32% increase in policy renewals after adopting these data-driven, timely nudges. The takeaway is clear: reaching out at the right moment (not just at year-end) with relevant info can significantly improve engagement and retention.

“Out of Cycle” Touchpoints by Traditional Insurers: Traditional insurance giants are also evolving to stay in touch beyond renewals. For instance, global insurers like Allstate and State Farm in the U.S. equip their local agents with email templates and automation tools to send regular updates to clients (How State Farm & Allstate Dominate Agent Marketing—Can Mid-Sized Carriers Compete?). These might include seasonal safety tips (e.g., hurricane preparedness tips before storm season, or safe driving reminders before a holiday weekend) or community news (sponsoring a local event). State Farm’s content strategy focuses on helpful tips and resources that users find valuable – aligning with their “good neighbor” brand image. By infusing useful content (and even a bit of personality and storytelling) into their newsletters and social posts, they keep clients engaged between policy purchases and strengthen the relationship.

Policybazaar’s Proactive Customer Journey (India): Policybazaar, one of India’s largest online insurance marketplaces, adopted a proactive engagement approach via cross-channel marketing. While details of their strategy are proprietary, it’s known that they use a mix of email, SMS, push notifications, and phone outreach through automated workflows to guide leads from inquiry to purchase, and then to retention. A prospect who showed interest in a term plan might receive a series of educational emails about the importance of life cover, followed by a gentle reminder as the tax-saving season approaches (“Don’t miss out on tax benefits – complete your term plan purchase”). For existing customers, they send short policy reminders such as upcoming premium due dates and personalized notes on policy anniversaries (e.g., “Happy 3rd Anniversary with Policybazaar – here’s a recap of how your policy has protected you…”). This multi-touch nurturing keeps customers informed and appreciated.

Lemonade’s Digital Engagement: Lemonade, a fintech insurance player, is often cited for its disruptive customer experience. While their focus is more on app-based engagement and instant service, one aspect that stands out is their communication style – highly personalized and frequent updates. For example, when a claim is filed, Lemonade’s system sends prompt updates at each step, keeping the user in the loop. They also leverage chatbots and AI for ongoing Q&A, ensuring customers always feel heard. The lesson for newsletter strategy is to emulate that personalized tone: use customer names, segment your audience so content feels tailored (home insurance tips to homeowners, health insurance wellness content to health policyholders, etc.), and perhaps incorporate interactive elements (like a quick one-question survey in a newsletter: “What insurance topic would you like to learn about next?”).

These examples underline that engagement is not one-size-fits-all. The best strategies combine valuable content, smart timing, and the right channel. Whether it’s a friendly monthly newsletter, a timely SMS alert, or a festive greeting, each touchpoint should reinforce to the customer that you are attentive and there for them. It’s this sense of a supportive relationship that builds loyalty over time.

Digital communications like email and mobile notifications allow insurers to stay connected with customers through multiple touchpoints year-round. Embracing these channels leads to higher engagement and improved retention.

Practical Tips for Effective Insurance Newsletters

Crafting a newsletter that is opened and read (not ignored or deleted) requires careful planning. Here are some practical tips and content ideas to make your insurance newsletters engaging:

Start with a Strong, Relevant Subject Line: This determines if the email gets opened. Tie it to the content or season. For example, “Your March Insurance Check-Up – Don’t Miss Tax Savings!” or “Monsoon Safety Tips and Policy Alerts Inside” for a rainy-season edition. Keep it concise but interesting.

Personalize the Greeting: Address the recipient by name and, if possible, include one-liners that segment – e.g., “Dear Rahul, as a fellow Mumbaikar, here’s what to know this monsoon…” or “Dear Jane, congrats on two years with ABC Insurance!” Personalized emails can feel more relevant, increasing engagement.

Include Timely Reminders: A core purpose of your ongoing touchpoints is to remind clients of important dates. Always include a short section for “Upcoming Important Dates”. This could list premium due dates, policy renewal dates, or cut-off dates to avail certain benefits. Even better, tailor this to each client using your CRM data – for instance, highlight “Your car insurance renewal is due on July 15” prominently for that client. Such reminders are highly valued by customers and prevent lapses in coverage. (Many insurers also send separate SMS/email alerts for due dates, which is good practice; mentioning it in the newsletter reinforces it.)

Educate with One Topic at a Time: Don’t overload each newsletter with too many technical topics. Instead, pick one main educational theme for each issue. For example, April’s newsletter might focus on “Understanding Your Policy’s Fine Print” and explain concepts like deductibles, waiting periods, or exclusions. May’s issue might be “Monsoon is Coming: Are You Covered for Floods?” discussing home insurance flood riders or car engine protection add-ons for water damage. Use simple language and real-world analogies. Over the year, these bite-sized lessons significantly improve your clients’ insurance literacy.

Share Value-Added Tips: Make your newsletter useful beyond insurance. For example:

Home maintenance tips before a season (cleaning gutters before monsoon, installing smoke alarms, etc.) which subtly tie into insurance (preventive measures that could avoid claims).

Health and wellness tips if you offer health or life insurance. During a festive season like Diwali, share a quick health tip (festivals often involve indulgence – so maybe a tip on moderation or safety with sweets and fireworks).

Financial planning snippets: since insurance is part of personal finance, you can occasionally include a tip on budgeting, retirement planning, or saving for education – positioning insurance in that bigger picture.

Utilize Festive and Themed Content: As discussed, dedicate a section or special edition for major festivals/holidays. It could be as simple as a festive greeting banner at the top, and a short message from the CEO or agency owner reflecting on the occasion and tying it to insurance values (safety, gratitude, new beginnings). The key is to make the communication feel timely and thoughtful.

Keep the Tone Conversational but Professional: The blog asked for formal yet conversational, which applies to newsletters too. Write as if speaking to a friend, but with professional polish. For example, “It’s that time of the year when we clean our homes for Diwali. It’s also a great time to ‘clean up’ your financial files – do you know where your insurance policy documents are? This month, let’s talk about organizing and understanding your policies better.” Such a tone is friendly and relatable, yet it stays on topic.

Visual Appeal: Don’t send walls of text. Use a clean template with clear headings and subheadings for each section of your newsletter. Break up text with bullet points (just like this list). Include relevant images or icons – a small calendar icon next to the “Important Dates” section, a shield or umbrella icon for a section on coverage, etc. Many insurance agencies use simple infographics to explain concepts; if you have access to any (like a pie chart showing how a term plan works, or an infographic of a car with parts labeled covered/not covered), include it. Visuals make the content more digestible and engaging.

Highlight Real Stories or Testimonials: Once in a while, include a short client story (with permission, or anonymized). For instance, “Client Corner: How Insurance Helped Mr. Sharma in a Crisis”. Narratives are powerful – a few sentences on how a timely health insurance claim eased someone’s financial burden can reinforce why insurance matters. It’s not a sales pitch, it’s demonstrating real value.

Interactive Elements: Modern email marketing allows some interactivity. You could embed a quick one-question survey: “What topic would you like to learn about next? Vote: [Claims Process] [Investment Plans] [Premium Payment Options].” Or invite questions: “Have a question about your policy? Reply to this email and we’ll address it in our next newsletter’s FAQ section.” Engaging customers this way makes them feel heard and involved.

Call to Action (CTA): While the newsletter’s main goal is engagement, not direct sales, you should still include a gentle CTA where relevant. For example, after an informative piece about critical illness riders, you can have a line: “Interested in adding a critical illness cover? Click here to get a quick quote or speak with our advisor.” In a festive greeting, the CTA could be softer, like encouraging them to follow your social media for daily tips, or to visit your blog for more in-depth articles. Make sure the CTAs are relevant to the content of that issue and not overly pushy.

By implementing these practices, your newsletters will provide consistent value. Remember, the goal is to keep the conversation going. Over time, clients will come to see your emails not as spam, but as a helpful resource. Some might even forward them to friends or family if the content is particularly useful (hello, referral opportunities!).

Maximizing Reach with Digital Channels

While email newsletters are a cornerstone, don’t limit your engagement strategy to one channel. Different customers prefer different modes of communication – and often, using multiple channels reinforces your message. Studies have shown that an omnichannel approach greatly improves retention. For example, a study of 250,000 P&C insurance customers found that those who engaged through multiple channels (like web portals, phone, email, and SMS) were 21% less likely to cancel their policies, and customers who frequently used multiple channels had a 25% higher retention rate overall. The reasoning is simple: you’re meeting the customer where they are most comfortable.

Here’s how various digital channels play a role alongside your newsletter:

Email: The primary vehicle for the detailed content (newsletters, policy updates, etc.) as we’ve discussed. Ensure your emails are mobile-responsive, since many clients will read them on their phones. Keep the design simple with a single-column layout for easy mobile reading. Test that your important info (like renewal dates or CTAs) are visible without needing to scroll too much on a small screen.

SMS Reminders: SMS is fantastic for urgent or very short reminders. Many insurers use SMS to send a quick “premium due on X date” or “policy #12345 has been renewed successfully” message. You can integrate SMS into your engagement calendar for critical alerts. During key periods (e.g., an SMS on March 20: “Tax season ends soon – last call to invest in health insurance for tax savings. Call us if you need help.”). SMS has high open rates and immediacy, but use it sparingly to avoid annoyance – reserve it for truly important nudges and use friendly, concise language.

Mobile App Push Notifications: If you have a mobile app or if your customers use an aggregator app, push notifications can serve a similar role to SMS, with a bit more richness (you can include a clickable link to your content or offer). For instance, when your newsletter goes out, you might send a push saying “April Newsletter is out! Topics: Monsoon Prep, Claim Filing 101 – check your email for details.” Not everyone will click, but it creates another touchpoint reinforcing that you have valuable info waiting for them.

Social Media and WhatsApp: Some clients, especially younger demographics, engage more on social platforms. Share snippets of your newsletter content on LinkedIn, Facebook, or Twitter – e.g., a quick insurance tip or a short video explainer – and invite people to read more on your blog or via your newsletter. You can also encourage clients to sign up for the newsletter through these channels. In regions where WhatsApp is popular for business communications (like India), some insurance providers have started using WhatsApp for sending policy documents and reminders. A WhatsApp message wishing a happy new year and linking to a blog post of “Insurance Tips for 2025” could complement your email outreach. The key is consistency – ensure the messaging aligns across channels.

Customer Portals and Self-Service: If you have an online portal where customers log in to view policies, use that space to promote your latest newsletter or important alerts. A banner saying “This month’s tips: How to save on premiums – read our newsletter” could drive portal users to your content. Self-service portals are also great for engagement because customers who use them tend to stay more connected (portal usage itself is linked with 12% higher retention). So, integrate your communication strategy such that your newsletter content (in bite-size form) appears as notifications or news in the portal/dashboard.

In implementing multi-channel outreach, maintain a cohesive message. Your client should feel that whether they see a Facebook post or an email or an SMS from you, it’s all coming from the same voice and with the same intention of helping them. However, also be mindful of not bombarding them. Use data to understand preferences – if a segment of clients never opens emails but reacts to SMS, focus more on SMS for them, and vice versa.

One more point on digital engagement: track and measure what works. Use email analytics to see which newsletter articles got the most clicks or reads. Use A/B testing for subject lines. Monitor unsubscribe rates as a health check (if it spikes, you might be overdoing frequency or missing the mark on content). Similarly, see if engagement (clicks, responses) increases around those key periods (tax season, etc.) when you tailor content accordingly. Over time, these insights will help refine your strategy for maximum impact.

Formatting and Readability for Impact

No matter how great your content is, presentation matters. Busy readers will skim, so formatting your communications for easy readability is essential. Here are some formatting best practices, many of which you’ll notice in this very blog post:

Clear Headings and Subheadings: Break your content into logical sections with descriptive headings (as we have done throughout). In a newsletter, you might have headings like “Tax Corner”, “Policy Update”, “Did You Know?”, “Client Story”, etc. This lets readers jump to sections of interest quickly. Use a larger or bold font for headings, and consider a different color to make them stand out.

Short Paragraphs: Aim for 2-4 sentences per paragraph in emails or blog content. Large blocks of text can be daunting. White space is your friend; it makes the layout look clean and inviting. If you find a paragraph going too long, see if you can break it into two, adding a sub-heading if needed to maintain flow.

Bullet Points and Lists: Whenever you have multiple points (like benefits of a policy, tips, steps in a process), use a bulleted or numbered list. It structures the information and is much easier to scan than a long sentence with many commas. In your newsletters, you could list, for example, “Top 3 things to do when filing a claim” as 1-2-3 bullet points. Readers’ eyes are naturally drawn to lists. Just ensure each bullet is concise (one line if possible, two at most) to retain that quick-read advantage.

Emphasis and Icons: Use bold or italics sparingly to highlight key phrases (perhaps you want to bold “premium due date” or “tax benefit” so it catches attention). Emojis or icons can sometimes be used in email subject lines or content headings to add visual cues, but use them judiciously and only if they align with your brand tone. For a formal yet conversational approach, one well-placed emoji in a subject (like “Reminder” or “Happy New Year”) can add personality without being unprofessional. Test how these render for your audience.

Responsive Design: Ensure your formatting translates well on different devices. Preview your newsletter on a phone, tablet, and desktop. Headings should adjust size, images should resize or stack, and lists should indent properly. A poor mobile experience (e.g., needing to scroll horizontally) will turn readers off quickly. Most email tools have responsive templates – use them and keep it simple.

By paying attention to formatting, you make it easy for clients to consume your content. Remember, an engaged reader is one who doesn’t have to work hard to understand your message. Clarity in structure leads to better comprehension, which in turn leads to better engagement.

Engaging insurance customers throughout the year is an ongoing process of delivering value, building trust, and staying relevant. Newsletters and regular touchpoints are your bridge to customers’ hearts and minds in the lull between sales and renewals. To recap and conclude, here are some actionable steps insurance providers can take right away to uplift their newsletter and engagement strategy:

Create an Editorial Calendar: Plan your communications for the year in advance. Map out key periods (financial year-end, festivals, company events, renewal cycles) and decide on newsletter themes or campaigns for each. For example, mark Jan-Mar for tax tips, June for monsoon safety, October for festive greetings, etc. This ensures you’re never scrambling for content ideas at the last minute and that your messaging is timely.

Segment Your Audience: Use your customer data to tailor content. Prospects might receive a different newsletter (“Insurance 101 series, why insurance is important”) compared to long-term clients (“Maximizing your existing coverage”). Similarly, health insurance clients might appreciate wellness newsletters, while life insurance clients may prefer financial planning content. Segmenting allows you to be more relevant, which leads to better engagement.

Leverage Automation and CRM: Invest in an email marketing platform or CRM that can automate personalized emails and reminders. Set up triggers for key events – e.g., automatically send a happy birthday email with a friendly note (and maybe a reminder to review life insurance on this milestone). Automation ensures consistency and frees your time to focus on content quality. Just be sure to review the automated content periodically for relevance.

Integrate Multi-Channel Touchpoints: As discussed, don’t rely on email alone. Set up a system where, for example, an upcoming renewal triggers an email (detailed info) and an SMS (quick reminder). Share the highlights of your newsletter on social media to increase reach. If certain clients prefer paper, you could even mail a quarterly bulletin to them. The idea is to meet customers where they are, increasing the chances your message gets through.

Encourage Feedback and Interaction: At the end of your newsletter (or via a separate survey link), ask readers for feedback: “Was this newsletter helpful? What would you like to see next time?” Provide an easy way for them to respond (reply to email or a quick web form). Also track metrics like open rates, click-through rates on articles, and even direct responses. This feedback loop will tell you what’s working and what isn’t. For instance, if you find the section on real client stories gets a lot of clicks, you know to include more of those.

Keep Evolving Your Content: The insurance landscape changes (new regulations, new products, shifting customer expectations), and so should your newsletter. Perhaps introduce a new segment in the newsletter for “Ask an Expert” where an underwriter answers a common question, or “Myth vs Fact” to debunk insurance misconceptions. Variety will keep the content fresh. Also, stay informed about successful engagement strategies in the industry – what competitors or innovators are doing – and adapt good ideas to your context.

Finally, make sure all your efforts circle back to the core principle: providing value. If every newsletter or touchpoint leaves the customer with something useful – a bit of knowledge, a reminder, a feeling that their insurer cares – you’ve succeeded. Over time, these small touchpoints weave a strong fabric of loyalty. Clients will see you not just as an insurer who shows up at renewal time, but as a partner who accompanies them through the year’s ups and downs. That trust and top-of-mind presence means when they have a new insurance need, they’ll instinctively turn to you, and they’re more likely to stay with you for the long haul.

In a world of many insurance options, those who communicate consistently, thoughtfully, and proactively will stand out. So, start planning those newsletters and touchpoints now. As you implement these strategies, you’ll not only keep your prospects and clients engaged throughout the year, but you’ll also reinforce the value of the protection you provide – every step of the way.