New feature alert!

Introducing Retention Mailers


Enroll Digital has partnered with Thanks.io to bring you Retention Mailers, our automated, handwritten-style postcard system that helps agents retain more clients and get more referrals. What would 15%* fewer policy cancellations do to your business? Retention Mailers are now included at no additional cost with any Enroll Digital subscription lead package.

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Retention Mail: A Personal Touch for Lasting Client Relationships

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.

1. Submit clients for a Retention Mailer using the "Send Mailer" button in the Enroll Digital CRM. - OR -
2. Submit clients for a Retention Mailer using the link provided in your subscription confirmation
Profile Account
Customer
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98%
Agent satisfaction
3K+
Mailers Sent
1.8X
Increase in Referrals
15%
Increase in retention
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Close an Enroll Digital lead

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.

02
Request a custom mailer

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.

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Retain more clients. Receive more referrals. 

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.

Why Retention Mail with Enroll Digital?

We understand that in today's competitive insurance sales world, a strong client retention strategy is crucial for businesses to succeed.

Boost Client Retention
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By proactively engaging with new policyholders, you’re creating a personal connection that helps reduce cancellations by up to 10-15%*.

Strengthen Your Brand
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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.

No Subscription Fee
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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.

We'll Handle the Automation
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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.

Ready to Get Started?


Don’t let policy cancellations and chargebacks eat into your profits. With Retention Mailers now included in every Enroll Digital lead package, you can solidify your client relationships from day one.

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