What Is Best Reminder That You Are An Awesome Agent?

When I was a kid, every year on my birthday, I would get a birthday card in the mail from my parents’ insurance agent. I had never even met the guy, let alone understood the concept of an an insurance agent. I was 7. What did I need an insurance agent for? But the cards kept coming, each year, like clockwork. So when I turned 16 and got my first car, guess who I called for an insurance quote? That’s right! The insurance guy who sent me all those birthday cards.

Years later, when I was creating Ty’s 35, I thought back to those birthday cards. Sure, it was an old school idea, but you guys know that I love writing notes. And because I love to turn it up a notch, I added anniversaries and I threw in gift certificates to the local ice cream parlor or coffee shop – because who doesn’t like a little treat?

Here’s how you can implement this item:

  1. Make sure you collect your clients information. Have them fill out the All About You Form or create your own version.
  2. Add your clients anniversaries and birthdays into your calendar
  3. At the beginning of each month, create a reminder to make a list of all the upcoming birthdays and anniversaries. You want to send the cards about a week in advance to make sure it reaches your client in time.
  4. Block off 15-30 minutes each Monday morning to prep and write birthday cards.
  5. Bonus tip: stock up on a ton of cards so you aren’t running to the store every week for more.

If you have an assistant, this task becomes even easier. Task your assistant with putting the cards on your desk and making sure you follow through. The cards should have a post-it on top telling you who it is for and what is being celebrated. All you have to do is write out each card. Your assistant will take care of the rest.

As agents we have a hard time articulating our worth. Sending a birthday card is a reminder of the value you provide. It’s less about getting instant results and more about staying present in your client’s lives. It shows that you care about your client… because you DO!

Here’s the caveat: There is no quick-fix that will make you an overnight success. It takes hard-work and consistency. So many people expect crazy, outrageous ideas (like hiring an ice cream truck to give out free ice cream) but more often than not, my items are tried and true. They require persistence and routine. Don’t give up because you don’t see instant results but trust me, if you continue to execute, you will see results.


I grew my business strictly by referrals. I had a system in place called Ty’s 35, designed to wow every single client I had. I’m going to share my system with you, week by week, so you too can start working by referral. No more door knocking, no more cold calling, no billboards, and no advertising.