Winter is a critical time for insurance agents to connect with clients as they face seasonal risks and year-end planning. Levitate helps you stay top of mind with personalized, timely communications. Here are six content ideas to keep your clients engaged this winter:
The holiday season brings unique risks, from deep-frying turkeys to overloaded electrical outlets. Levitate’s content library is filled with ready-to-use templates covering these and other holiday safety topics, making it easy to share practical advice with your clients. Use these templates to quickly create engaging emails and social posts that help clients avoid holiday mishaps. Providing proactive tips not only helps clients stay safe but also reduces the likelihood of preventable claims, showing your agency’s commitment to their well-being.
Winter storms can lead to significant property damage and auto accidents. With Levitate, you can send timely alerts about incoming severe weather and follow up with helpful guidance on minimizing damage or filing claims. You can even automate post-storm check-ins to offer assistance, reinforcing your role as a dependable partner when clients need you most.
The holiday season often involves increased travel. Promote travel insurance policies or remind clients to review their coverage before heading out. Emphasize the peace of mind that comes with knowing they’re protected from potential travel disruptions, whether it’s flight cancellations, lost luggage, or emergencies abroad. Levitate lets you schedule these reminders to ensure your clients are prepared.
As the new year approaches, it’s a great time to review and renew policies. Use Levitate’s tagging and automation features to send personalized messages encouraging clients to update their coverage for home, auto, or business insurance. Highlight any new products or benefits that may be relevant, showing clients that you’re proactive in meeting their evolving needs.
Highlight client stories where your support during winter emergencies made a difference. These could include quick claim resolutions after a storm or assistance with unexpected travel cancellations. Sharing these testimonials via email or social media reinforces your role as a dependable partner and encourages others to trust your services.
Holiday handwritten cards offer a unique way for insurance agents to connect with clients on a personal level. Use Levitate to send warm, personalized messages (handwritten by robots!) that express gratitude for their business and highlight your commitment to protecting what matters most to them. A thoughtful card during the holiday season can foster loyalty and keep your agency top of mind as clients consider their coverage needs for the year ahead.
➡️ Want to streamline your client communication this winter? Schedule a Levitate demo today! ⬅️
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