Direct mail for insurance & financial services
Insurance and financial services postcards: compliant, targeted, measurable
Direct mail postcards for insurance agents, Medicare brokers, mortgage lenders, banks, credit unions, tax and accounting firms and financial advisors: targeted offers, renewal and rate cards, and seminar invitations, with the compliance language your team approves.
Insurance and financial services mail to precisely selectable audiences: homeowners, seniors, business owners, people with a mortgage or a policy renewing. A postcard reaches them with one offer, the disclosures the regulator requires and a QR code to the next step, and it is read on the way from the mailbox in a way an envelope has to earn.
We mail 5×8.25 and 6×11 postcards to your book of business or a list you license: Medicare and life insurance cards to age-selected households, mortgage refinance and HELOC offers, auto and home insurance quotes to new movers, tax season cards, and seminar invitations for advisors, with the compliance language your carrier or compliance officer approves printed exactly as approved.
What insurance & financial services businesses mail
- Medicare Advantage and supplement postcards for the Annual Enrollment Period
- Final expense and life insurance cards to age-selected households
- Mortgage refinance, purchase and HELOC offer cards
- New mover auto and home insurance quote postcards
- Tax preparation postcards in January and February
- Retirement and estate planning seminar invitations on 6×11 cards
- Renewal, rate change and cross-sell cards to policyholders
Compliance handled at proof
Every card is proofed with the disclosures, license numbers, carrier language and opt-out notices in place before it prints, and we keep the approved proof on file. Medicare cards carry the CMS-required language; investment seminar invitations carry the disclaimers FINRA expects; anything that must be private goes to a landing page behind the QR code rather than on the card. We do not print a compliance-sensitive piece without written approval from the client's compliance contact.
Choosing the list
Age is the foundation for Medicare, life and retirement mail, and a turning-65 file lets an agency mail month by month as households approach eligibility. Homeownership, mortgage date and amount select for refinance and HELOC; new movers for auto and home insurance; income and net-worth models for advisors; business lists by industry and size for commercial insurance and business banking. We source the list on those selections for the mailing, or mail the one your agency already licenses.
Seminars
The retirement seminar invitation, a 6×11 postcard to households aged 55 to 72 within 15 miles with a dinner at a named restaurant on two dates, remains one of the most productive pieces advisors mail. A 10,000-piece drop typically fills two dinners; the tracking is a reservation code and a landing page per drop.
To set a fair target for a seminar or renewal mailing, start from direct mail response rates by industry.
Request a free quote
Quote a insurance & financial services mailing for your city
Send the postcard size, the quantity and the city it is going to. Pricing is set for your city and your job, so you get a written quote — printing, mail processing and postage — with no obligation. No finished design or mailing list needed.
Answers
Insurance & Financial Services direct mail questions
Can you mail Medicare direct mail?
Yes. We mail Medicare Advantage, supplement and Part D postcards for agencies, brokers and plans, to the age-selected list you supply, turning-65 households included, with CMS-compliant content approved by your compliance contact before printing.
How much does insurance direct mail cost?
It is quoted for the agency's city and the card: a 5×8.25 or 6×11 postcard, the mail class and the quantity, each stated separately; the list itself is yours. Send the list size and the card you want through the quote form and a written quote comes back.
Do you handle prescreened credit offers?
Prescreened offers require notices that do not fit a postcard well, so we run them as a postcard that points to the full offer and notices on a compliant landing page, produced under the data handling terms the bureau list requires. Your compliance contact approves the card before it prints.
When do Medicare agents send direct mail?
Mostly in September and October, ahead of the Annual Enrollment Period that runs October 15 to December 7. The rest of the year, agencies with a turning-65 file mail it as households approach eligibility, gathered into drops of at least 1,000 pieces. Every card carries the CMS-required language, approved by your compliance contact before anything prints.