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 from selected lists or your book of business: 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.
Lists that select the right household
Age is the foundation for Medicare, life and retirement mail: turning 65 lists are mailed month by month as households approach eligibility. Homeownership, mortgage date and amount select for refinance and HELOC; new movers select for auto and home insurance; income and net-worth models select for advisors. Business lists by industry and size select for commercial insurance and business banking.
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.
Get a quote in minutes
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 — usually within a business hour, with no obligation.
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 age-selected lists including turning-65 households, 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 any age-selected or mortgage list, each stated separately. Send the list criteria and the quantity through the quote form and a written quote comes back, usually within a business hour.
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.