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Welcome Kit Series To Onboard Your New Customers

We’re gonna dive back into the third P which is Promotions the fun and the sexy one that everybody wants to start with!

Strategy reminder, don’t skip the first and second P, but when we get over to the third P and the Promotions one of the other strategies that you definitely want to have in place in your unstoppable agency machine is a welcome kit series to onboard your new customers to your organization because I mean think about it like this somebody just left a relationship let’s say they left a relationship with their agent or other business of say 20 years of 25 years. Did it make him really, really happy to leave that? No, there was a reason they left, but they left. And so the last thing you would ever want anybody to ever have after they put their 100 commitment in you and your team, in your organization, is buyer’s remorse.

So what the welcome kit series does, if you properly implement it, starting on day zero you will let them know that they made the right choice you’ll completely remove buyers remorse. And by the end of the 30th day or so, they’re going to be thinking to themselves, oh my gosh why didn’t I make this move sooner. They’re going to fall in love with your agency. They’re going to know who they’re dealing with. They’re going to look back and say I made one of the best insurance buying decisions that I’ve ever made. I finally found the right agency.

And so it’s the strategy of employing a welcome kit series that back to if you listen to our first segment in the third P, if you want to reach 100% of the marketplace you’ve got to use 100% of the ways. The welcome kit series also employs that same thought process, so if you’re going to reach a 100% of your new customers you’ve got to use 100% of the ways. Alright both online and offline. We’ve got it mapped out and now our onboarding and welcome kit series is over two full years over 460 days of steps to welcome people onto the team.

In addition to all the nurturing strategies and everything else that we do, when people become part of our agency family, if you will they stay. And they stay longer and they invest more money in their insurance program and better than that they tell their friends. And that’s one of the biggest, biggest benefits of our welcome kit series, is they’re telling their friends, their neighbors, their co-workers. The people they go to church with and everybody else, oh my gosh you should hear about the agency that I found and it all starts with the welcome kit series.

Friends, if you have picked up one, two or three or more strategies and what we talked on today, and you want to know more and you want to take immediate action we strongly recommend that you simply go to and make it happen for yourself.

My name is Mike Stromsoe. I’m widely recognized as the leading author, speaker, and coach for the independent insurance agency industry. You can find me at

If you’re interested in attending a virtual or live event, please visit or I want to share with you some of my best money-making strategies proven over 35 years of research in our industry to help you grow your business, create wealth, so you can have more freedom to live life on your terms.

Learn more:



Live Event:

Virtual Training:

You have 21 days to WOW your clients!

People that buy insurance buy insurance somewhere.  People hope they’re never going to use it.  People spend a lot of money for insurance.  It’s a paper contract that they hope they’re never going to have to use.  But when you change the paradigm and you turn around and recognize them for something they don’t really want to do to make them feel better about their buying decision, it just shifts.  People love to be recognized.  They love to be shown gratitude.  They love to be thanked for spending their hard earned money with you.

When somebody starts their insurance with your agency, they’re a brand new customer.  Now is a GOLDEN opportunity, a unique, one-time 21 day window to truly earn their trust. So, do you immediately take this type of action…

Day 0 Thank You Card. Day 0 means the intention is that you get that thing out immediately.  In our agency we use a customized thank you card with our team picture on the front, blank inside except for a couple of words.  We place some business cards in there of their CSR, and handwrite a note inside thanking them for their business.

Day 4 Welcome Package. This is a large envelope, preprinted on both sides.  It has a lot of neat things printed on the envelope itself.  Safety tips on the back and a big message on the front that says, “Welcome to our agency.”  This is always hand address and inside is four to five systematic pieces of paper messages that are sent to the client.

Day 14 Mega Package. This envelope is Huge and it’s RED!  The intention of this particular envelope is to wow the customer.  Day 14 has just tons of stuff in it.  Now keep in mind they’ve already received the thank you card.  They’ve already received the Day 4 envelope, and they might be thinking to themselves, “Wow this is pretty neat.  This agency really cares about their customers.  They really care about our relationship and I’m feeling pretty good about things right now,” and then Bam… about ten days later comes this huge envelope with all of this cool stuff in it.  It really WOWs their socks off!

Remember, the average lifetime value of a customer is eight to ten years. So take the revenue for that client and multiply it by the number of years.  Is it worth it? I think you’re going to find that it’s a YES!

And that’s not all…….AAA new clients also get the Super Secret “OCT Gift”.

“No one cares how much you know until they know how much you care.”


To get all of the details about HOW you can implement this in your agency TODAY, Call 800-770-9984.


We have 1 more slot open for the month of April. Don’t miss out!


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