Marketing your insurance business doesn’t have to be boring or predictable. In this Radical Marketing Ideas series, we’re diving into creative, outside-the-box strategies to help you stand out, generate leads, and grow your business.
Today’s idea? The Client Appreciation Club.
Why a Client Appreciation Club Works
Your existing clients are one of your biggest untapped opportunities for referrals and long-term business growth.
When clients feel appreciated, they:
✔️ Stay loyal to you (less policy switching)
✔️ Refer friends & family (free leads!)
✔️ Engage with your emails, calls, and promotions
A Client Appreciation Club is a simple way to keep clients happy, boost referrals, and stand out in your community.
Step-by-Step Guide to Creating Your Client Appreciation Club
Step 1: Decide What Perks to Offer 🎁
Your Client Appreciation Club should include fun, exclusive perks to keep clients engaged.
💡 Great perks to offer:
✅ Discounts at local businesses (partner with restaurants, gyms, and salons)
✅ Birthday gifts (a small gift card or handwritten note)
✅ Monthly financial checkups (free policy reviews)
✅ Quarterly giveaways (prizes for loyal clients)
“The goal is to make clients feel special and remind them WHY they chose you as their agent.”
Step 2: Offer Rewards for Referrals 💰
A Client Appreciation Club is the perfect way to turn happy clients into your best referral source.
📌 Simple referral reward ideas:
✔️ $25 Amazon gift card for every referral that books a consultation
✔️ Exclusive VIP event invite for clients who refer 3+ people
✔️ Raffle entries for clients who submit referrals each month
🔹 Make it easy to refer: Include a QR code on business cards & emails that links to your referral form.
Step 3: Plan an Annual Client Event 🎉
An annual client appreciation event builds loyalty and creates buzz in your community.
💡 Event ideas:
🏆 Host a Customer Appreciation BBQ with food, drinks, and giveaways
🏠 Rent a local venue and offer free financial/insurance checkups
🎟 Do a holiday raffle or giveaway for your top clients
“If you partner with local businesses, you can even get sponsors to help fund the event!”
Step 4: Automate the Club with Agent CRM 🤖
Running a Client Appreciation Club is easy with Agent CRM.
✅ Send automated emails & texts to welcome new members
✅ Track referrals and follow up instantly
✅ Schedule birthday & thank-you messages automatically
🔹 How to set it up:
1️⃣ Create a Client Appreciation email sequence inside Agent CRM
2️⃣ Set up text reminders for special offers & events
3️⃣ Use a referral tracking form to track & reward top clients
“With Agent CRM, you can run a loyalty program effortlessly—so you can focus on building relationships.”
Why Every Agent Should Have a Client Appreciation Club
✅ You get more referrals (for free!)
✅ Your retention rate skyrockets
✅ Clients feel connected to you (not just their policy)
✅ It takes almost no effort to run with automation
“Happy clients = more business. A Client Appreciation Club keeps you top-of-mind all year long.”
More Radical Marketing Ideas
📌 The Giveaway Funnel
📌 The Local Business Partnership Blitz
📌 Create Content People Are Looking For – Here’s How
📌 The Client Appreciation Club (you are here!)
📌 “Text In” Header on Funny Videos
Start Building Client Loyalty Today!
You don’t have to do this alone—Agent CRM has everything you need to automate follow-ups and track referrals.
🎯 Sign up now for a 14-day free trial and start your first Client Appreciation Club today!
👉 www.agent-crm.com
