Most holiday campaigns fail because they:

• Look exactly like everyone else’s (cookie-cutter templates).
• Offer no value beyond a greeting.
• Aren’t tied to the agent’s brand or services.

In an already noisy season, your marketing must give people a reason to pause, engage, and remember you.

Before we get into ideas, keep these principles in mind:

1. Be Client-Centric – Focus on what’s meaningful or useful to them, not just what’s easy for you.
2. Stay On-Brand – Your holiday outreach should still feel like you.
3. Add Value – Include a tip, resource, or small act of service.

Be Genuine – Authentic messages resonate more than polished fluff.

Instead of sending a plain holiday greeting, combine it with a quick insurance-related tip.

Examples:

• “Don’t forget; most preventive visits are covered at no cost. Now’s the time to schedule before the year ends.”
• “If you have unused dental benefits, book an appointment before they reset in January.”

How to Execute in Under an Hour:

• Use Canva or your preferred design tool.
• Add a festive but professional border.
• Keep the tip short and to the point.
• Print locally or send digitally via email.

Leverage the season of giving to highlight a local organization you support. Invite clients to join you in making an impact.

Example Outreach:

“This year, instead of sending out traditional gifts, we’re donating to [Charity Name]. If you’d like to contribute, here’s how you can help.”

Why it works: It positions you as a community-minded professional and creates a shared sense of goodwill.

Provide something your clients can actually use during the holidays.

• A “Holiday Budget Tracker” PDF.
• A “Healthy Holiday Eating” guide.
• A list of free local events.

Tie it back to your role by including a short reminder about year-end insurance tasks.

Invite clients to a short, casual Zoom session where you:

• Share year-end insurance reminders.
• Offer a Q&A for family members who might need coverage help.

It’s light, friendly, and positions you as accessible during a busy season.

People connect with people, not logos. Show your human side:

• Your team decorating the office.
• A peek at client appreciation packages.
• Volunteering at a local event.

These posts get more engagement because they feel authentic.

Run a short campaign on social media or via email, sharing one quick insurance or wellness tip per day for 12 days.

Examples:

• Day 1: “Check your deductible status before scheduling procedures.”
• Day 2: “Know your urgent care copay before holiday travel.”

Make it light and festive without straying from useful content.

Agent Samantha King used to send a generic holiday card every December. Response rate? Virtually zero.

Last year, she replaced the card with:

• A short email titled “3 Insurance Tips Before the Year Ends.”
• A personal note about her favorite local charity.
• A social media post showing her team packing food donations.

Result: She got seven client referrals in two weeks and multiple thank-you replies; something she’d never gotten from her previous holiday mailers.

• Batch Your Work: Design one master piece and repurpose it for print, email, and social media.
• Schedule in Advance: Use a scheduler so content goes out automatically.
• Personalize When Possible: Add client names in emails for higher open rates.

Stay Compliant: If offering any giveaway, ensure it follows CMS and carrier rules

1. Overloading with Sales: Keep it light; this is not the month for aggressive pitches.
2. Being Off-Brand: Don’t use overly cartoonish or unrelated imagery if it doesn’t match your professional image.

Neglecting Your Best Clients: Prioritize sending your top-tier clients something meaningful.

• Holiday marketing works best when it’s personal, useful, and aligned with your brand.
• Generic greetings fade into the background; creative touches get noticed.
• Even small acts of outreach can lead to referrals and renewals.

Your Action Plan for This Week

1. Choose one holiday marketing idea from this list.
2. Create a simple design or template.
3. Schedule it to go out to your client list before December 10.
4. Share a behind-the-scenes photo on social media.

Download your free “Holiday Marketing Without the Cheese” kit ;  includes design templates, content prompts, and a 12 Days of Tips campaign outline you can launch this week.