Handwritten notes for financial advisors and insurance agents
Clients trust people, not portals. A handwritten card at the right moment keeps the relationship personal across a book of hundreds.
Good moments to send one
- New client welcomes
- Policy and account anniversaries
- Birthdays and life events
- Referral thank-yous
An example note
Hi Dana, Happy birthday! It has been a pleasure working with you this year. As always, call me any time something changes. Best, Morgan
You send the exact words. Keep it short and specific: a card holds up to 500 characters, and the best ones use far fewer.
How it works
Wire it to the event once. Every card after that writes itself.
01
The event fires
Your product sees the moment and posts one request with the recipient and the message.
02
We check and write it
Every word is read back before a robot writes it with a real pen on your card design.
03
It arrives by mail
Stamped and mailed from New York, in the US and abroad, with its status in your portal.
Send your first note.
Tell us what you want to send and we will set up your workspace.