AI Handwritten Insurance Newsletters
The videos on this page were recorded on an earlier layout of the dashboard, so some screens and names may differ from what you see today.
Who it's for
Insurance agents who want to send monthly newsletters to their book of business without designing a PDF each time. The AI writes a unique, personalized message for each client - printed in a handwritten-style font and mailed as a physical letter.
The play
Instead of a designed PDF newsletter, thanks.io's AI generates a personal, conversational message for each recipient based on a prompt you define. Every client gets a letter that feels like it was written just for them. Pair this with an automated campaign (evenFLOW) and it runs every month without you touching it.
Why it works
A handwritten-style letter stands out from the printed marketing mailers most clients receive. A short, personal note about a topic relevant to their coverage or life stage - like an open enrollment reminder, a seasonal safety tip, or a "just checking in" message - keeps you top of mind between renewals.
Step-by-step
1. Set up your client list
Upload your book of business as a CSV with at minimum: First Name, Last Name, Address, City, State, Zip. Add any extra fields you want the AI to reference, such as policy type or renewal month.
Save it as a mailing list in thanks.io.
2. Make your creative
Go to Creatives → New creative and make a letter creative with a handwritten cover letter. On its Message step, write a prompt that tells the AI what to say - for example:
"Write a short, friendly note from an insurance agent checking in with a client. Mention that you are available to review their coverage and answer any questions. Keep it warm and under 150 words."
Use %FIRST_NAME% and other replacement variables to personalize the greeting.
Use Check my message to score and improve your message before saving.
3. Choose a handwritten-style font
On the same Message step, choose one of thanks.io's AI Fonts as the handwriting style to give the letter the look and feel of a handwritten note.
4. Set up your campaign
In Campaigns, add an action to your client list that mails the creative every month: choose Every month on the When step, or evenFLOW's Throughout the year with 12 cards a year to spread the sends out. Every client on your list then receives a newsletter each month without any manual work. See Automated Campaigns Overview.
Tips
- Keep the message short - physical letters are read quickly. Aim for 100-150 words.
- Rotate your AI prompt each month to vary the content so clients don't receive the same message twice.
- Add a clear call to action at the end - a phone number, QR code link, or a simple "reply to this letter" prompt.