Can anyone lead me to a classy, customizable folio for insurance policies?

Mar 26, 2019

  1. T in CA
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    T in CA New Member

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    I want to provide my best clients with a beautiful (leatherish) binder customized with my logo which they can keep their policy, my business card and anything else important (maybe copy of will/trust).

    I am willing to pay $35 or $50 each, but can't seem to find a place that will customize (with my logo) without a minimum requirement of 25 or more...

    I would greatly appreciate any thoughts/ideas or links to vendors.

    Thanks!
     
    T in CA, Mar 26, 2019
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  2. pfg1
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    pfg1 Guru

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    Pro-tek has nice stuff, not sure if its what you are looking for
     
    pfg1, Mar 26, 2019
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  3. DHK
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    DHK "YOU CAN'T HANDLE THE TRUTH!"

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  4. WinoBlues
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    WinoBlues Guru

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    Damn, another great idea I used to do.

    Perfect timing.
     
  5. FEX Quotes
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    FEX Quotes Guru

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  6. T in CA
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    T in CA New Member

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    Thanks all for the great ideas!
     
    T in CA, Mar 27, 2019
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  7. T in CA
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    T in CA New Member

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    Thanks for this great referral. I went with some nice leather policy wallets with custom engravings from Boxes by Pandora and my clients absolutely loved them! It was a great way to consummate a new relationship and show them the importance of this financial decision to them.

    And, the order/deliver process was easy and efficient.

    Thanks DHK!
     
    T in CA, Apr 13, 2019
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  8. Newby
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    Newby Guru

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    You are going to need more than 25 of them if you plan to stay in the business. I would just go for it. $25 X $50 is just $1,250.
     
    Newby, Apr 13, 2019
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  9. T in CA
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    T in CA New Member

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    Not the way I do things (probably on need 5 or 10 in a year)...My business is built around fewer, very large cases. They take time to develop, but I prefer to focus on a few large/huge opportunities rather than a slew of activity and dozens/hundreds of clients.

    I recognize the power of life insurance and the need at even basic levels, but I my business is not set up to deal with volume and smaller clients.
     
    T in CA, Apr 13, 2019
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  10. somarco
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    somarco GA Medicare Expert

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    Big game hunter
     
    somarco, Apr 13, 2019
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