Send insurance advice by post — personal, not as an email
Insurance is complex. A printed policy explanation and advice leaflet stays on the kitchen table, not in the spam folder.
Order now and it lands on the doormat within 2 working days.
Cover, premiums and exclusions call for paper on the kitchen table. Insurance advice sent by post, such as a policy explanation after the meeting or a renewal letter sixty days before expiry, stays in sight where a policy PDF disappears into the inbox. Slim Folderen prints the advice leaflet per copy. Mortgages after the intake and wealth advice or annual reviews are covered on other pages.
The challenges of follow-up in insurance advice
Policy emails disappear
Your advice competes with dozens of insurance and bank emails. Physical post with a policy explanation does get read and kept.
Complex cover is hard to explain
Excess, clauses, exclusions: that does not fit well in an email. A structured brochure makes it easy to understand.
Renewals get forgotten
Clients forget that their policy is about to expire. A physical reminder 60 days in advance gets their attention again.
How Slim Folderen works for insurance advisers
Upload advice material, send it straight after a meeting or at renewal.
Upload advice and policy material
Put standard explanations per type of insurance, policy summaries and renewal letters in the library.
Send after the advice meeting
After the meeting, select the brochure and send it. On your client's doormat within 2 working days.
Renewal campaigns
Connect your policy administration system via webhook. A reminder is sent automatically 60 days before expiry.
Welcome pack for new clients
With a new policy, the client receives a welcome letter with contact details and practical information.
Use cases for insurance advisers
Advice leaflet after the meeting
After the advice meeting, the client receives an overview at home of the recommended cover, premium and terms.
Renewal reminder
The client receives a letter 60 days before expiry with their current cover and a renewal proposal. Proactive advice.
Welcome pack for a new policy
With a new policy, the client receives a welcome letter with contact details and what to do in the event of a claim.
Policy comparison
Send a brochure comparing the current and proposed cover. The client can discuss it in concrete terms at home.
Related
Financial advisers
Send financial advice by post: an investment brochure or annual review after the meeting. From 1 copy. Not for mortgage leaflets or annual accounts.
Mortgage advisers
Send a mortgage brochure after the advice meeting: the proposal and interest rate overview by post. From 1 copy, on the client's doormat within 2 working days.
Accountants & bookkeepers
Accountant communication by post: an onboarding folder for new clients and an explanation of the annual accounts. From 1 copy. Not a legal welcome pack.
A4 brochure printing
A 2- or 4-page A4 leaflet or brochure, addressed to your client, from a single copy.
Frequently asked questions
How quickly is a brochure delivered?
Orders that come in on a working day before 3 pm are printed the same day. Within the Netherlands, PostNL delivers them to the doormat within 2 working days.
What is the minimum quantity I can order?
A single copy. There is no minimum order. You only pay for what you send.
Can I keep several brochures in my library?
Yes. Upload as many PDFs as you like per product, service or campaign. When something changes, you only replace that file.
How does Slim Folderen handle client data?
Slim Folderen processes recipient data as a processor, solely to print and deliver your order. You remain responsible for the data; we set out the arrangements in a data processing agreement. You can find more information in our privacy statement (slimfolderen.nl/en/privacy).
Your insurance advice on the doormat within 2 working days
Create a business account and send your first advice leaflet within 5 minutes.