Remember. Acknowledge. Appreciate.
Protect the relationships behind every policy.
Policy software manages coverage. Accounting software manages revenue. Velvet Sage Gifts helps manage the human relationships that protect both.
FlywheelRMaaS
Policy Bound
A new policy is written or renewed.
Automated VSG Gift
A curated, on-brand gift ships automatically.
Client Delight
The client feels genuinely seen and valued.
Referral & Renewal
Loyalty converts to referrals and retention.
Agency Growth
Compounding relationships grow the book.
A calendar chimes. Velvet Sage acts.
Your work is 95% complete the moment a policy is bound. The last 5% — the human acknowledgment — is where loyalty is won or lost. We close it, automatically.
“A calendar chimes; Velvet Sage acts. Your work is 95% complete; your reward is lasting.”
What your agency does not have to do
Inventory
No stock to hold or manage.
Sourcing
No hunting for the right gift.
Note-writing
No handwritten cards to draft.
Shipping
No packing, postage or tracking.
Direct CRM / Database Upload
Bring your book of business in minutes. Map your client records — tier, renewal date, referral source and budget — and Velvet Sage handles the rest. No new logins for your team.
Drag & drop your CRM export (.csv)
Salesforce · HubSpot · Applied Epic · EZLynx
Preview — available inside your dashboard.
Match investment to relationship value.
Not every client warrants the same gesture. Velvet Sage tiers your book so spend follows value — protecting margins while deepening your most strategic relationships.
Essential
Up to $1,500 annual premium
Suggested gift spend
$25–$40 / milestone
Core
$1,500–$5,000 annual premium
Suggested gift spend
$40–$75 / milestone
Growth
$5,000–$15,000 annual premium
Suggested gift spend
$75–$150 / milestone
Strategic
$15,000+ / key referral partner
Suggested gift spend
$150–$400 / milestone
Retention ROI
Average client retention rate. Industry studies consistently show a 15–20% retention advantage for firms with a deliberate relationship-acknowledgment strategy.
Illustrative benchmark based on published customer-retention research; individual results vary.
Every gift, on-brand. Every relationship, protected.
Ready to systematize appreciation?
Let’s map your book of business to a relationship engine that renews, refers and grows — on autopilot.