At Enroll Digital, we know how crucial it is to build trust and maintain solid relationships with your clients—especially in the competitive life insurance market. That’s why we integrated Retention Mailers, an automated postcard mailing service included at no extra cost with every Enroll Digital susbscription lead package.
When you close a new policy, simply use the link provided to request a handwritten-style retention mailer be sent to the client. The postcard will arrive in their mailbox a few days later offering heartfelt congratulations and recognizing you—the agent—as the dedicated sender. This simple yet powerful gesture can reduce chargebacks and increase referrals by making your clients feel valued and increasing their confidence in you as a professional.
.png)
Once you secure a policy from any of our Enroll Digital leads, you simply select "Send Mailer" in our custom CRM dashboard. You'll immediately receive a simple form to confirm the client info.
Completing the form triggers a pre-written, handwritten-style postcard personalized with your client’s name and address, your name, photo/logo (optional), and a warm congratulations on their new policy.
Within days, your client receives your postcard and feels a renewed sense of trust and appreciation. It’s a memorable touchpoint that goes a long way in reducing cancellations and chargebacks, and increasing referrals.
We understand that in today's competitive insurance sales world, a strong client retention strategy is crucial for businesses to succeed.
By proactively engaging with new policyholders, you’re creating a personal connection that helps reduce cancellations by up to 10-15%*.
Every EchoPost mailer prominently features you as the agent. It’s an effortless way to keep your name top of mind and build a trusted reputation.
Generally Thanks.io charges businesses anywhere between $49.99 and $499.99 per month to utilize their services. Enroll Digital covers 100% of these costs for our clients. Retention Mail is included with every subscriotion lead package with no hidden fees.
Once you close a policy, EchoPost handles the rest. No need to worry about printing, postage, or fulfillment. Simply close the sale and let EchoPost go to work.
%20(437%20x%2095%20px)%20(4).png){kind=small}
.png)
%20(1).png)
