Client Gifts for Insurance Agents and Financial Advisors

Mendez Family Insurance is a three agent office that writes auto, home and life policies and welcomes about 15 new households a month. Every new client leaves the first meeting with a folder, and Rosa Mendez wanted something in it that clients would still be carrying at renewal time. Now each folder gets a keychain with the agency logo on the front and the office phone number on the back, and the agency's best referral sources get a coaster set in December. None of it costs much per piece, which suits a gift that is meant as a thank you and not a sales pitch.

What agents and advisors keep on hand

• Leatherette keychains: your logo on the front and the office number on the back, so it is already on the client's keyring the day something happens to the car or the house. $4.59 each at 100 to 299 with both sides engraved.
• Engraved pens: used to sign the application or the annual review paperwork, then they leave with the client. $2.49 each at 100 to 299, with the agency name and phone number.
• Cork car cup holder coasters: an easy add for auto policy clients at signing or renewal, since your logo sits in the car they just insured. $1.89 each at 100 to 299.
• Metal keychains: chrome with the firm name, a clean choice for a financial planning or CPA office welcoming new clients. $4.29 each at 50 to 99.
• Set of 4 slate coasters in a bamboo holder: for the CPA, mortgage broker or attorney who keeps sending clients your way, and for your largest accounts. $23.29 per set at 10 to 24 sets.
• Set of 6 leatherette coasters with holder: an annual review gift, or the takeaway at a client appreciation evening. $20.69 per set at 25 to 49 sets.

Modest gifts, priced per client

Client gifts from an agency or an advisory practice are meant to stay modest, and a low cost per client also keeps them within the gift limits many firms set, though your own compliance policy is the one to check before you order. Here is how the Mendez numbers work out. At 15 new households a month, a year of welcome keychains is 180 pieces, and 180 double sided leatherette keychains at $4.59 come to $826.20 as one annual order. Pens show why the 100 break matters: 96 pens at $2.89 is $277.44, while 100 pens at $2.49 is $249.00, so the four extra pens save $28.44. Fourteen slate sets for the agency's referral partners run $23.29 each, or $326.06. A financial advisor who gives a set of 6 leatherette coasters to 30 top households at their annual reviews pays $20.69 per set, $620.70 in total.

How it works

Send your agency or firm logo to orders@businessbulk.net, or attach it when you order on the product page. For everyday handouts, the logo with a phone number or web address under it is the practical layout, and a coaster set looks best with the logo alone. A free digital proof comes back by email, and the laser does not touch a single piece until you give the go ahead. Orders generally ship within 2 to 5 business days after proof approval. No minimum applies, so the agents can pass one keychain and one coaster set around the office before you stock a year of welcome folders. Our small team does all the engraving in house, in the Bay Area of California, and we keep the approved artwork on file, so restocking next year means sending a quantity, not a logo.

Use the quote page to tell us how many clients you welcome in a year and how many people are on your referral thank you list, and we will send back a price for the whole year. Everything else we engrave is on the products page.

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