Client Birthday Cards for Insurance Agencies

An insurance agency's birthday card should wish the client a happy birthday and thank them for being a client, in a sentence or two. Leave out policy reviews, renewals and quotes so the card reads as a greeting from people who know them. With our birthday program, we print your branded card, address every envelope with a real Pilot G2 gel pen in blue ink, and mail each card the week of the client's birthday, all year.

If your carrier or agency reviews client mail, run the message through that review before you order. Below are messages you can use as written.

Birthday messages for clients

• Happy birthday! Thank you for trusting us to look out for you and your family. Wishing you a great year ahead.
• Wishing you a happy birthday from everyone at [Agency Name]. We're glad to have you with us.
• Happy birthday! It's a pleasure to be your agent. Enjoy your day.

For long-time clients

• Happy birthday, and thank you for being with us all these years. We don't take your trust for granted.

For business owners you insure

• Happy birthday! Thank you for letting us help protect the business you've built. Wishing you a great year.

For referral partners

Mortgage lenders, real estate agents and other professionals who send clients your way:

• Happy birthday, and thank you for the introductions. We take good care of the people you send our way.

What to leave out

• Coverage reviews, renewal reminders and quote offers.
• Anything about a claim or a policy.
• Requests for referrals or reviews.

Our post on what to write in a business birthday card has more message ideas.

How the birthday program works for your agency

• Your card: a design from our birthday collection, with your message, logo and signatures inside.
• Your list: a spreadsheet with each client's name, mailing address and birthday (month and day; we don't need the year). Excel, Google Sheets or CSV works.
• The mailing: we mail once a week, so each card goes out the week of the client's birthday. Envelopes are addressed with a real pen by default. If you'd rather have printed addresses, we can do that too.
• Changes: add or remove clients any time with at least a week's notice before the birthday. If a client leaves, you can put someone new in their spot at no extra charge. See how adding and removing names works.

What it costs

One price per recipient: your card, plus mailing, plus postage at cost. Pricing runs from $1.75 per recipient for larger mailings on a digital design to $3.75 for a foil design at 100 recipients, before postage. One payment at checkout covers your cards and the mailing. Programs start at 100 recipients.

When to start

As soon as your cards are printed and we have your list, we start with that week's birthdays. Want to start on a set date, like January? Tell us when you send your list.

Our charity program

Each year, we donate at least 10% of net proceeds from greeting card sales to charity. Read how our charity program works.