AI Handwritten Insurance Newsletters
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. Create your Message Template
In the Message & QR Templates section, create a new template. 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 Rate My Content to score and improve your message before saving.
3. Choose a handwritten-style font
When placing your order or setting up your campaign, select one of thanks.io's AI Fonts to give the letter the look and feel of a handwritten note.
4. Set up your campaign
Use evenFLOW to automate the send. Set it to repeat on a monthly schedule so every client on your list receives a newsletter each month without any manual work.
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.