How To Prepare Your Business For The Holiday Season

November 30, 2022


Rebecca Batisto
How To Prepare Your Business For The Holiday Season

The holiday season is one of the best times to promote your insurance business. Here are some campaigns you can start to develop now for the season.

Be inclusive

Remember, the holidays aren’t just Christmas! 

Consider the other holidays in late November, December, and early January. Of course, there is Christmas and Hanukkah, but there are also Buddhist celebrations, cultural celebrations such as Kwanzaa, the Winter Solstice, New Year’s Eve, and Posadas Navidenas (which is a religious holiday but primarily celebrated in the Hispanic community.) Companies that make an inclusive effort reach a wider audience and reduce the potential to alienate a group. 

To avoid insulting any client, many companies are choosing to celebrate Thanksgiving; however, it’s important to remember that this is an American tradition. While it’s considered acceptable to tell a non-American that you are thankful for their business, you may want to leave it at that and not include “Happy Thanksgiving.” 

Holiday-themed content

During the holiday season, it's a super easy change to use holiday-themed photos and messaging. You can change the images or accent colors if you already have a weekly newsletter. You can also add seasonal photos to your social media. Start thinking about what is easy to change now to have content ready during a busy holiday season. 

Show gratitude to your clients

The best way to market your business during the holiday season is to show appreciation to your clients. This can mean many different things, including offering discounts or freebies or sending an email to express your appreciation. Start brainstorming what you can offer your clients and get approvals, so you don't run this campaign too late!

Run a charitable campaign

The holidays are a great time for “feel good” marketing, so running charitable campaigns that your clients can be involved in is a great way to leverage the seasons. If your business is local, stick to your area. This campaign may take more planning, so it's a good idea to start now.  

You can mix the charitable campaign with a gift by giving charity gift cards to clients. Charity Gift Certificates is one company that makes these campaigns easy. Be sure to check the regulations in your state as some businesses and states have specific rules about giving gifts to clients. 


Make sure everything you send out is personal and relevant to your clients. This doesn’t have to mean that you change each card or email you write, but make sure you don't send a generic email that a client may receive from a competitor. If you plan on sending cards, order them now to ensure they arrive on time. 

Normandy offers multiple lines of insurance, including Workers’ Compensation, General Liability, EPLI, PEO, and Inland Marine. We have a library of marketing materials to help insurance agents build leads lists, reach new client bases, and close more deals. Be sure to bookmark: and check back weekly for more tips and tricks. 

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