For insurance agencies and agents

Holiday ecards for insurance agencies

A holiday card is the one note of the year with nothing to renew. These holiday ecards for insurance agencies are short animated cards with your agency's logo, colors and words, sent by email to clients, policyholders, carrier partners and your team. Build it in your browser, and see the finished card before you pay for it.

Make this yours Watch the card

No account until you pay. Your principal approves it by link. One price for your whole list.

Since 2003

What our customers hear from their clients

"Clients love it!"

Fiduciary Investment Advisors, LLC

"I've had clients say they play it again and again!"

BroadPoint Technologies, Inc.

"Each year, both the staff and the recipients have loved their digital cards."

Daley And Associates, LLC

Made for an agency

A holiday card that looks like your insurance agency

Type your agency's website address and the card takes your brand colors and finds your logo. Or drop in a logo file and the colors are read from it. Then every line of text is yours: the greeting, the message, and whether it comes from the agency, your team or you.

The result is an insurance agent holiday ecard that plays like a short film: your logo, your colors and your words, with music, full screen on a phone. It plays on its own web page, and the email that carries it to your policyholders is designed for you, with an animated or still graphic of the card. The demo on this page was set up for an agency in two shades of blue; press Make this yours and the studio opens that design in those colors, ready for your own logo and words.

Your agency's brand

Type your agency's website and the card takes your colors and finds your logo.

Approved by your principal

A watermarked approval link they watch on a phone, with no account and nothing to download.

A greeting, not a renewal notice

Season's Greetings, Happy Holidays or your own words, signed from the agency, your team or you.

Your list stays yours

Send it yourself from Outlook, Mailchimp or Constant Contact, and the list never leaves your system.

Ends with your links

Your website, a page to book a policy review, or your holiday office hours, shown when the card finishes.

See who watched

The card's page shows how many people actually watched it, and sets no cookies on your clients.

Three steps

How it works

1

Brand it

Pick a design and type your agency's website. Your logo and colors come in.

2

Approve it

Change the words, watch the finished card play, and send your principal the approval link.

3

Send it

Pick your list size and buy. We send it, or you send it from your own email platform.

The catalog

Holiday ecard designs for your agency

The demo above is one of 51 holiday designs, and every one of them takes your agency's logo, colors and words. Press Change Colors to see a design in your colors, Preview to watch it, or Customize to open it in the studio.

Winter Forest: Illustrated corporate holiday ecard design

Winter Forest

Illustrated Ecard

Preview Customize

Cheerful Times: Photo & Text corporate holiday ecard design

Cheerful Times

Photo & Text Ecard

Preview Customize

Boxes of Joy: Illustrated corporate holiday ecard design

Boxes of Joy

Illustrated Ecard

Preview Customize

Winter Dreams: Photo & Text corporate holiday ecard design

Winter Dreams

Photo & Text Ecard

Preview Customize

After Hours: Photo & Text corporate holiday ecard design

After Hours

Photo & Text Ecard

Preview Customize

Snowy Street Lights: Illustrated corporate holiday ecard design

Snowy Street Lights

Illustrated Ecard

Preview Customize

Winter Stars: Photo & Text corporate holiday ecard design

Winter Stars

Photo & Text Ecard

Preview Customize

Sunny Morning: Photo & Text corporate holiday ecard design

Sunny Morning

Photo & Text Ecard

Preview Customize

Holiday Shine: Illustrated corporate holiday ecard design

Holiday Shine

Illustrated Ecard

Preview Customize

Sparkling Mosaics: Photo & Text corporate holiday ecard design

Sparkling Mosaics

Photo & Text Ecard

Preview Customize

Royal Holiday: Photo & Text corporate holiday ecard design

Royal Holiday

Photo & Text Ecard

Preview Customize

Smooth Jazz: Illustrated corporate holiday ecard design

Smooth Jazz

Illustrated Ecard

Preview Customize

What to write in a holiday message to insurance clients

Keep it short, warm and about them. A good holiday message to insurance clients thanks them for their trust, wishes them a safe and happy season, and says who it is from. It does not mention a policy, a premium, a renewal or a referral. Start from one of these and change any word.

To clients and policyholders

"Season's greetings from all of us at [agency name]. Thank you for your trust this year."

"Wishing you a safe and happy holiday season and a great year ahead."

From the agency

"Thank you for letting us look after the people and places that matter to you. Happy holidays from [agency name]."

"Everyone at [agency name] wishes you a peaceful holiday season and a healthy new year."

To carrier partners and referral sources

"From our team to yours: happy holidays."

"Thank you for a year of good work together. Warm wishes for the season from [agency name]."

To your own team

"To everyone at [agency name]: thank you for looking after our clients all year. Enjoy the holidays."

Need more ideas for a client appreciation message? Fifty more are in our holiday card messages for business.

Ecard or printed card for your agency?

Some agencies still mail printed insurance agency holiday cards to their largest accounts. Digital holiday cards reach every client and policyholder on the list, at one price.

At a glance
Printed card
Holiday ecard
Best for
A short list of your largest accounts
Every client and policyholder, plus carrier partners and your team
Reaches
The mailing address on the policy
Every inbox, at home or at work
Cost
Printing, postage and envelopes for each card
One price for the whole list
Approval
Proofs on paper
A link your principal watches on a phone
Afterwards
No way to know who saw it
See how many people watched, and links to your website
Hands holding a thank-you note and an envelope

Who should get your agency's holiday card

  • Clients and policyholders: households, business accounts, and everyone who joined the agency this year.
  • Carrier partners and underwriters, and referral sources such as real estate agents, lenders, accountants and auto dealers.
  • Your own team: producers, account managers, customer service staff and anyone who retired this year.

A card holds one message, so many agencies make two insurance agency holiday cards: one for policyholders, one for carriers, partners and the team. Copy the first card, change the words, and both live in the same account.

Choosing an inclusive greeting

An agency's book holds families and businesses of many faiths and none, so the greeting is usually Season's Greetings, Happy Holidays or best wishes for the new year. Every word on the card is yours to type, so the same design carries whichever greeting fits your clients. Some agencies also send a thank-you in November, before the December rush; see our Thanksgiving ecards for insurance agencies.

A man smiling as he watches something on his phone

Approved by your principal before you pay

An agency's holiday card usually needs a yes from the principal, an owner or whoever looks after the agency's brand. Press Send for approval and pass on the link. It shows the real, finished card with a watermark, has nothing to download, and needs no account, so anyone who signs off can watch it on a phone between appointments.

When the card is approved, answer one question at checkout and the clean card is made in about one to two minutes. Nothing is bought until someone says yes.

A laptop on a desk wrapped in gold tinsel at an office party

Your client list stays in your hands

There are two ways to send, at the same price.

  • Send it yourself. We design the email; you send it from Outlook, Mailchimp, Constant Contact or another provider. Your client list never leaves your own system.
  • We send it. Import your list and every address is checked before the send. Unsubscribes are handled for you, permanently, and you get a report afterward.

Either way, the email is designed and tested to render as widely as possible, and the card's own page sets no cookies on your clients and is kept out of search engines. How each way works · Privacy.

Your state and your carriers

Your agency decides every word on the card, including your agency's name and anything your state's rules or your carriers' guidelines ask for. If a carrier asks to see client communications first, send them the approval link. If you are unsure whether a holiday card counts as advertising where you are licensed, check before you send.

Hands with a pen over an open planner on a desk

When to send insurance agency holiday cards

Early December is the usual window: after Thanksgiving, and before clients leave for the holidays. Send it midweek, when it lands in an inbox that is still being read. If we send it, you can schedule it ahead of time and get on with year-end.

If many of your policies renew in the new year, the holiday card is the friendly note that arrives first. Add a page to book a policy review as one of the card's ending links, or your holiday office hours, so clients know when the agency is open.

How many people will this card reach?

People you send to Price (USD)
0 to 500 people $99
501 to 1,000 people $249
1,001 to 2,500 people $399
2,501 to 5,000 people $599
5,001 to 10,000 people $899
10,001 to 20,000 people $1,499
20,001 to 30,000 people $2,099
30,001 to 40,000 people $2,699
40,001 to 50,000 people $3,299
50,000+ people Get a quote

Prices in US dollars. One purchase per card. There is no subscription and nothing to renew.

Start your card, pay when it's finished

Included at every size

  • Your card, finished and watermark-free
  • Its own web page, live for 60 days
  • The video, to download
  • An email designed to carry it
  • Sending by us, or a ready-made email for your own provider
  • Delivery reports when we send it

Questions insurance agencies ask

Yes, when it looks like your agency and says thank you. The card carries your logo, your colors and your words, plays on its own page, and arrives in an email designed to carry it. Some agencies mail printed cards to their largest accounts and send the ecard to everyone else.
Two or three sentences: thanks for their trust, a wish for a safe and happy season, and who it is from. Leave out policies, renewals and referrals. Sample lines for clients, partners and your team are on this page.
The words are yours, so choose the greeting that fits your clients. Agencies with a broad book usually choose Season's Greetings or Happy Holidays.
Yes. Add it to the card's ending links, the row of links shown when the card finishes.
Yes. Send the preview link; no account needed.
Yes. Send them the same approval link. Anyone with the link watches the finished card, watermarked, with nothing to download and no account.
Yes, if you like. Many agencies send a thank-you in November and a holiday card in December; see our Thanksgiving ecards for insurance agencies for that one.
Early December, after Thanksgiving and before clients leave for the holidays, midweek and in working hours.
Your agency decides every word on the card, including your agency's name and anything your state's rules or your carriers' guidelines ask for. If you are unsure how a holiday card is treated where you are licensed, check before you send.
If you send it yourself, yes: we design the email and you send it from your own provider, so the list never leaves your system. If we send it, you import the list and every address is checked before the send.
Your choice: we send it to your list, or you send it from your own email platform with a ready-made email.
Yes. When the card finishes, it shows a row of links you choose: your website, other pages of yours, and your social accounts.
60 days from the later of your purchase and your last send, and another send extends it.

All questions

Your agency's holiday card, approved before you pay

Start from the demo in your colors, or pick any design.

Make this yours Start your agency's card

More in finance and insurance: Thanksgiving ecards for insurance agencies · Holiday ecards for financial advisors · Holiday ecards for banks and credit unions

Holiday ecards for every industry

All designs: holiday · Thanksgiving


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