Insurance
Retention, referrals, and prospecting by mail for P&C, life, and Medicare agents, with clear guidance on gifting and solicitation rules.
Featured · Insurance
A clear guide to anti-rebating laws, state gift limits, the Medicare $15 nominal-value rule, and referral thank-yous, plus the client touchpoints that build retention without creating risk.
· 5 min read
How Medicare agents can build a turning-65 (T65) direct mail sequence around the 7-month Initial Enrollment Period, the Medigap open enrollment window, and CMS contact rules.
· 3 min read
What insurance agents need to know about the TCPA, the Telemarketing Sales Rule, the National Do Not Call Registry, consent, recent court decisions, state mini-TCPA laws, and outreach channels with less risk.
· 3 min read
Fifteen Medicare marketing ideas built around what CMS allows: direct mail, educational events, referral recognition, client care, and permission-based follow-up that turns interest into appointments.
· 2 min read
What CMS and HHS OIG allow Medicare agents to give: the $15 per item and $75 per year nominal-value limits, cash equivalents, referral gifts, event rules, and compliant client touchpoints by mail.
· 3 min read
What anti-rebating laws, producer licensing rules, and Medicare marketing rules say about referral gifts and referral fees, plus a compliant way to recognize clients who send you business.
· 3 min read
Retention strategies for P&C and life agents: why shopping is at a record high, how bundling extends tenure, and a year-round touchpoint plan of welcome, renewal, life-event, and seasonal mail.
· 2 min read
Forty ready-to-use birthday card messages for insurance clients, organized by P&C, life, Medicare, commercial, and milestone birthdays, plus how to automate birthday cards for your whole book.
· 4 min read
Twenty insurance agent marketing ideas across retention, referrals, local visibility, and prospecting, with the compliance notes and data behind each, and how to automate the ones that matter most.
· 2 min read
When and how to ask clients for insurance referrals, with word-for-word scripts, the moments clients are most willing, compliant thank-you practices, and a mail system that keeps referrals coming.
· 3 min read
A month-by-month direct mail plan for Medicare's Annual Enrollment Period: what to send to clients and prospects from August through March, key CMS dates, and the contact rules that make mail the right channel.
· 3 min read
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