A birthday email people will want to open

Give policyholders something personal

Let them explore the day they were born, then invite them to a friendly coverage check-in. Your agency is featured in the customer experience.

The business names and offers on this page are examples.

An insurance advisor giving a client a birthday card beside a small gift
Presented by Steadfast Shield Insurance

A birthday surprise is waiting

Open a trip through your day in history.
Birthday reward included

See what your policyholder sees

Insurance birthday gift demo

Click through the same birthday experience your policyholder would receive.

Step 1 of 5

Step 1 of 5

A birthday email from your agent

From: Steadfast Shield Insurance

Subject: We made something for your birthday

Happy birthday! Open your day in history, see what people were watching and listening to, and find a gift from us at the end.

Step 2 of 5

See what happened on your birthday

Start with the headlines, music, and movies from your birthday.

headline

What made the news

Open a headline from your birthday.

music

What people were listening to

Find a song from that year.

movie

What was playing

See a movie people were watching.

Step 3 of 5

Pick one

Which part would you send to a friend?

Choose an answer to continue.

Step 4 of 5

One more thing

An insurance advisor giving a client a birthday card beside a small gift

Your gift is ready

A friendly coverage check-in from Steadfast Shield Insurance

A lot can change in a year. We can take a few minutes to make sure your coverage still fits your life.

Check my coverage
View details

Fictional demonstration for a policyholder who received the birthday invitation.

Demonstration only. This is not insurance advice, a quote, a binder, or a change to coverage. Any real review would be subject to the sponsoring agency's licensing, availability, and policy terms.

Step 5 of 5

Want to share it?

Want your own version?

Tell us what you want to send.

We will build an example with your name, message, and offer.

Go to the request form

Why businesses use it

Give customers something worth opening

Make the message feel personal

A birthday gift gives policyholders something useful before the next policy question or renewal.

Results depend on your contact list, message, and offer.

Agency branding in the experience

Your agency name and logo are featured in the capsule, offer, and sponsor bar. Sharing previews vary by destination.

See what policyholders do

See how many policyholders open the capsule, finish it, share it, and click your offer.

How it works

Keep your current email. Add the experience.

  1. SendYour current email sends the birthday gift.
  2. OpenYour policyholder explores their day in history.
  3. OfferYour coupon, appointment, or other offer appears next.
  4. TrackSee opens, completions, shares, and offer clicks.

Tell us what you need

See it with your name and offer

Give us a few details. We will build a sample for your business.

Questions

Common questions

Can we use our current email and customize the experience?

Yes. Add the link to the email you already send, or arrange for the campaign to be sent for you. Your business chooses the wording, image, offer, and link destination. Each person can open their own date, such as a birthday, or the entire campaign can use one fixed date chosen by the business. Any date from 1930 through yesterday can be used, and the call to action can lead to any HTTPS page you choose, including a coupon, menu, reservation, online order, event, product, or homepage.

How are results measured?

You can see how many people open, finish, share, and click the offer. A click does not prove a sale or redemption, so those results stay separate.

What does the policyholder actually see?

They open the real Daily Time Capsule for the selected date, with the agency presented throughout. The coverage-review offer can link to any HTTPS page you choose, with your branding included in the customer experience. Sharing options and previews vary by destination.

Try it with your own brand

Want to see your business on the capsule?

Show me my business