Insurance

Insurance is a renewal business. The agents who get renewed are the ones who stay in touch.

Most policies are one phone call away from being switched. Scribble sends a personalized handwritten note at every moment that keeps a client loyal — new policy, renewal, claim, and referral — automatically, from your book of business.

Quick answer

Scribble is an automated handwritten letter service for insurance professionals. It sends real ink-on-paper notes triggered by CRM events — new policy written, policy renewal, after a claim — personalized from your data and mailed in 3–5 business days. No manual writing, no envelope stuffing.

"A policy is easy to shop and easy to move. What keeps a client from switching for fifty dollars isn't the coverage — it's the relationship. Yet most agents only reach out at renewal, when the quote arrives and the loyalty is already gone. The agents with the best retention stay present between renewals, when nobody expects to hear from them. Scribble makes that consistent contact automatic."

The moments that matter in insurance

Scribble fires a personalized handwritten letter at each of these automatically.

📄

New Policy Written

A welcome note in the first week — referencing the coverage and the agent by name. It tells a new client they chose a person, not a call center, and sets the tone for a relationship that renews.

🔁

Policy Renewal

A note ahead of renewal that thanks the client and reminds them why they're with you — arriving before the competitor's quote does. Loyalty reinforced at the exact moment it's tested.

🛡️

After a Claim

A handwritten note once a claim settles, acknowledging a hard moment handled well. It turns the most stressful part of insurance into the reason a client tells their friends about you.

🤝

Referral Received

Every referral gets a personal, written thank-you — not a text. It signals you noticed, you're grateful, and you're the kind of agent worth sending someone else to.

Why it works

Insurance clients hear from their agent once a year, if that — usually to be sold something. A handwritten envelope with a real stamp arrives in a mailbox full of bills and renewal notices and does the opposite: it asks for nothing. It gets opened, it gets kept, and it makes you the agent a client can picture when a competitor calls.

Agents using Scribble hold renewals they would have lost on price, turn settled claims into referrals, and stay personally present across a whole book of business — without adding a task to anyone's week.

See it in action →

From your CRM to their mailbox — automatically

01

Connect

Link your CRM or ATS. Scribble watches for the trigger events you define — a deal closing, a stage change, a referral tag.

02

Personalize

AI drafts a warm, specific note using the real context from your data — names, details, what actually happened.

03

Delivered

We handwrite it in real ink, stuff it in an envelope, stamp it, and mail it. Your client holds it in 3–5 business days.

From the blog

Handwritten Notes for Insurance Agents: The Retention Play Most Agencies Miss

Read article →

Common questions from insurance professionals

Does Scribble connect to agency management systems and insurance CRMs?+

Yes. Scribble integrates natively with HubSpot and connects to AMS360, Applied Epic, EZLynx, and most agency systems through Zapier or a webhook. Any new policy, renewal date, or status change can trigger a letter — so notes fire from the same system you already manage your book in.

Can each note be sent under the individual agent's name?+

Absolutely. Scribble supports multiple user accounts, and every letter is signed with the individual agent's name and contact details. The client receives something personal from their agent — not a generic card from the agency.

Is sending handwritten notes compliant for insurance?+

Handwritten thank-you and relationship notes are personal correspondence, not policy solicitations or rebates. Scribble notes reference the relationship rather than quoting terms or offering inducements, so they sit well clear of anti-rebating and marketing rules. You control every trigger and can require review on anything sensitive.

How many notes does a typical agency send per month?+

It depends on your book. An agent running new-policy, renewal, and referral triggers across an active book typically sends 40–150 letters a month. Scribble's pricing scales with volume — book a demo for a quote specific to your agency.

Ready to get started?

Book a 20-minute demo. We'll show you exactly how it works for insurance.

No pressure. No pitch deck. Just a conversation about what you need.

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