For insurance and Medicare agents
Keep every policyholder. Without cold calling.
Automated birthday cards, policy-anniversary touches, referral thank-yous, and prospecting postcards, printed and mailed for you, so clients have a relationship with you, not just a policy.
Stay in front of your book, automatically.
Set up direct mail once so you can:
Send birthday and policy-anniversary cards automatically
Stay present between renewals to reduce churn
Thank clients for referrals and introductions
Warm up prospects before AEP and open enrollment
Why mail matters more in insurance.
57%
of auto insurance customers shopped for a new policy in the past year, up from 49%
J.D. Power 202559%
read rate for ad mail from businesses people already know, vs. 23% for businesses they don't
USPS Household Diary StudyClients shop more than ever, mail from a business they know gets read, and phone and text outreach carry real legal risk. A dependable mail program keeps you present between renewals without that risk.
Every birthday and anniversary, on time.
Enroll a client once and their birthday card and policy-anniversary touch go out every year, triggered from your list or your CRM. No more tracking dates in a spreadsheet.
Add a welcome card for new policyholders and a pre-renewal note so the first thing they hear before renewal comes from you, not a competitor.
Personal touches that respect the rules.
Cards, thank-you notes, and seasonal greetings are the kind of non-promotional touch that keeps you top of mind. For Medicare clients, mail is a permitted channel where unsolicited calls and texts are not.
Choose gifts with your state limits and carrier policies in mind. Our guides to insurance gift rules and Medicare gift limits explain what fits.
Prospect by mail and see who responds.
Build targeted lists by city, ZIP, county, or radius, including new movers and new homeowners, and see the cost before you buy. Reach people turning 65 or new to your area with a helpful postcard.
Each piece can carry a personal QR code. On Professional, you get a text alert naming the person who scanned, so you can follow up while they are interested.
Ready-made campaigns for insurance agents.
- Birthdays
- Policy anniversaries
- Renewal reminders
- New-client welcome
- Referral thank-yous
- Turning 65
- Holiday cards
- Life-event check-ins
Guides
Insurance marketing and compliance guides.
- Insurance client retention strategies →
- Can insurance agents give gifts to clients? →
- Insurance referral gift rules →
- How to ask for insurance referrals →
- TCPA rules for insurance agents →
- Medicare agent gift rules →
- Medicare agent marketing ideas →
- AEP direct mail timeline →
- Turning 65 direct mail →
- Insurance client birthday card messages →
FAQ
Direct mail for insurance agents: questions.
Is direct mail allowed for Medicare agents?
Yes. CMS rules at 42 CFR 422.2264 restrict unsolicited calls, texts, and door-to-door contact for Medicare Advantage and Part D, but permit conventional mail and other print media. Mail content and gifts must still follow CMS marketing rules, including the nominal-value limit of $15 per item and $75 per year described by HHS OIG.
Can insurance agents send gifts to clients?
Often, within limits. Most states restrict gifts through anti-rebating and inducement laws, and limits differ by state and line of insurance. Cards are generally a low-risk touch; check your state rules and carrier policies before sending gifts.
What should insurance agents mail to clients?
A welcome card for new policyholders, birthday cards, policy-anniversary and pre-renewal touches, holiday cards, referral thank-you notes, and check-ins after life events such as a new home, car, or baby.
How much does it cost?
Memberships start at $99.99 a month with 50 free greeting cards and unlimited free small postcards each month; you pay postage at USPS rates, 82 cents for a greeting card. Professional, at $199.99 a month, includes 200 free greeting cards, unlimited postcards in both sizes, and QR scan alerts.
Not legal advice. Insurance marketing and gift rules vary by state, line of insurance, and carrier. Confirm your program with your compliance contact.
See it in action
Keep your book close, automatically.
Every membership includes free postcards every month — you just pay postage.
Client reviews