For insurance agents
Clients don't leave because you did bad work. They leave because they never hear from you.
Six ready-to-run mail campaigns that keep your book renewing. Enroll a client once; real cards and gifts go out all year with your name on them.
All six plays free with every membership. Published pricing. No contracts.
AEP starts Oct 15. The agents seniors remember when the phones start ringing are the ones who showed up in the mailbox first. Enroll a client today and the first touch can mail this week.
How it works
- 1
Pick a play
Six campaigns with the artwork, copy, gifts, and timing already built.
- 2
Enroll your clients
Add them one at a time or import your list. Each one gets every touch on schedule.
- 3
We mail every touch
We print, personalize, and mail each piece with your name on it. You never lick a stamp.
1 The playbook
Six plays. Install one, or run the whole set.
Each campaign ships ready to run: artwork, copy, products, and timing preloaded. You enroll a contact once and the automation sends every touch on schedule. All six are free with every membership. The Client for Life is the flagship. The other five plays exist to feed it.
The T65 Birthday Countdown
Land in the mailbox of people turning 65 months before the postcard avalanche starts, and open with a birthday card instead of a pitch.
5 touches · Under $5 per prospect for all five touches
See the play
The Welcome to My Book
The first 30 days decide whether a new enrollment sticks. This play cements it with a thank-you, a treat, and a check-in.
3 touches · About $10 for the first 30 days, gift included
See the play
The Client for Life
Six personal touches a year that make switching feel like leaving a friend. The flagship play, and the math behind keeping a book together.
6 touches · About $27 a year in gifts per client
See the play
The Trusted Name
Turn happy clients into visible proof, one honest Google review and one packed workshop at a time.
2 touches · Uses your free monthly cards
See the play
Family & Friends
Systematize referrals from the two people who matter most, your client and their adult kids.
3 touches · Three touches a year, woven around retention
See the play
The Local 25
Quarterly generosity aimed at the 25 people in town who influence seniors. No pitch, no logo, just thanks.
4 touches · Four quarterly touches per relationship
See the play
Don't have a list? Build one in minutes.
Most platforms tell you to bring a mailing list. This one builds them.
- Start from your office. Type your business name and city, pick your audience: consumers, businesses, new movers, or new homeowners, then narrow by ZIP, radius, or a shape you draw on the map.
- Filter to your people. Age, income, homeowner status, household size, and more.
- Know the cost before you buy. Live lead count and exact cost per lead on screen, from about a dime a lead with a 50-lead minimum.
- Never pay for the same person twice. Leads you've already bought are excluded automatically.
- Yes, real T65 lists. Pick the exact months your prospects turn 65, up to two years out, and build the list the Birthday Countdown runs on. No lead house required.
- Lists drop straight into your plays. No exports, no spreadsheets: build the list, enroll it in a campaign, done.
Already buy T65 lists? Bring them. Enrollment takes one import. The map builder comes with every plan; the AI-assisted builder, with the four databases and T65 month selection, comes with Professional.
2 Why it pays
The Medicare math
Medicare economics make retention the whole ballgame. The math is not subtle.
$347
Per renewal, per year
2026 CMS maximum, Medicare Advantage
$694
Per new enrollment
2026 CMS maximum, Medicare Advantage
~$27
To run The Client for Life
Per client, per year, gifts included
Keeping one client pays for the membership. A 300-member book renews at roughly $104,000 a year, and The Client for Life exists to protect every dollar of it.
3 Compliance
Compliant by design
Every template in the set is built to stay on the CMS communications side, so there is nothing to file and nothing to fear.
Stays on the CMS communications side: no plan names, benefits, or premiums
Gifts governed by the nominal-gift caps, tracked per person automatically
TPMO disclaimer pre-placed on every prospecting piece
Direct mail is the CMS-permitted outreach channel. Cold calls are not.
4 The proof
Built on a real result
The Client for Life comes straight from a case study in The PRRRR Method. The next stories on this page come from our founding class.
Every client now receives at least four personalized touchpoints per year: birthday & half-birthday cards, holiday cards, and creative themed mailers. Her retention rate has jumped to 95%, which is high considering that Medicare clients often pass away. Clients also save and reference her cards, unlike business cards.
95%
Client retention
4+
Personal touches per client, per year
Founding class
Be the next case study on this page.
We're bringing on a small founding class of insurance agents. You get white-glove onboarding while you run the plays, and your results become the story we tell here.
Start with the sample kit5 Published pricing
The price is on the page
No call required, no quote form, no games. Every insurance platform makes you book a demo to hear a number. Pick a plan and start sending.
All six insurance plays included free with every membership
Basic
Stay in front of every client you have.
- Birthday and anniversary cards send themselves, every year
- 50 free greeting cards a month, unlimited free small postcards
- Your whole book of business, no per-contact fees
- We print, personalize, and mail most items the next business day
- Over $100 in free product every month
Professional
Most popularRun every play with the tracking and gifts built in.
- The tracking that makes the plays measurable: scan alerts that name who responded
- 200 free greeting cards a month: enough to run The Client for Life on a book of up to 600 clients
- 5 free mugs a month for your new clients’ first anniversaries
- AI-assisted list building, including real T65 lists by birth month
- Unlimited free postcards in both sizes, plus wholesale pricing on cards and gifts
- Over $450 in free product every month
Which plan?
Every membership runs all six plays. If you just want them sending, Basic does it. If you want to know who responded, build T65 lists, and get the mugs and large postcards included, that’s Professional.
The math, in your terms
One client renewing at $347 a year covers a month of Professional. A 300-member Medicare book renews around $104,000 a year; Professional costs about 2% of that to defend it.
Compare everything both plans include
Which plays run on which plan
All six insurance plays
Every play and every template, free with every membership.
- Basic
- Included
- Professional
- Included
The T65 Birthday Countdown
Scan alerts tell you who responded, and touches 2 and 3 are large postcards, free only on Professional.
- Basic
- Sends, no scan alerts
- Professional
- Built for it
The Welcome to My Book
Wholesale pricing on the brownies.
- Basic
- Works
- Professional
- Costs less
The Client for Life
The anniversary mug comes from Professional’s free mug allowance, and the GigaGram costs less at wholesale.
- Basic
- Works, mugs at retail
- Professional
- Built for it
The Trusted Name
The review ask and the workshop RSVP run on the scan code. Without scan alerts there’s no trigger to follow up.
- Basic
- Sends, no scan alerts
- Professional
- Built for it
Family & Friends
Wholesale pricing on the brownies.
- Basic
- Works
- Professional
- Costs less
The Local 25
Wholesale pricing on the gifts.
- Basic
- Works
- Professional
- Costs less
Free product every month
Free product
Resets each month on your billing date. Postage and shipping are extra.
- Basic
- Over $100
- Professional
- Over $450
Free greeting cards
Standard 5x7 cards for birthdays, anniversaries, and thank-yous.
- Basic
- 50 a month
- Professional
- 200 a month
Free postcards
Small is 4x6. Large is 5.5x8.5.
- Basic
- Small, unlimited
- Professional
- Small and large, unlimited
Free mugs
Coffee mugs, the gift in The Client for Life anniversary touch.
- Basic
- Not included
- Professional
- 5 a month
Sending
Personalized cards and gifts
Real printed cards and gifts with your client’s name and your message on them.
- Basic
- Included
- Professional
- Included
Unlimited contacts
Your whole book in one place. No cap and no per-contact fees.
- Basic
- Included
- Professional
- Included
Online address book
Share a link and clients fill in their own mailing address.
- Basic
- Included
- Professional
- Included
Next-business-day fulfillment
Most orders ship the next business day, weekends and holidays excluded.
- Basic
- Included
- Professional
- Included
Wholesale pricing
Lower prices on every card and gift you send.
- Basic
- Not included
- Professional
- Included
Custom inventory storage and fulfillment
Store your own items at our warehouse and we ship them alongside your cards and gifts. Storage has an extra monthly fee.
- Basic
- Not included
- Professional
- Included
Automations
Birthday and anniversary mailings
Cards and gifts go out on each client’s birthday and anniversary, every year. The anniversary can be whichever date matters most, like a policy anniversary.
- Basic
- Included
- Professional
- Included
Time release and event mailings
Send a series on a schedule after you add a client, or mail everyone on one date you pick, like a note before AEP.
- Basic
- Included
- Professional
- Included
Knowing who responded
Dynamic QR codes and scan alerts
Each scan code is unique to the person it was mailed to, so you get an alert naming exactly who scanned. You can change where it points after it prints.
- Basic
- Not included
- Professional
- Included
Prospecting tools
Mailing list building
Buy lists that import straight into your contacts. Every plan gets the map builder. Professional adds the AI-assisted builder: consumer, business, new mover, and new homeowner lists, including T65 by birth month.
- Basic
- Map builder
- Professional
- Map + AI-assisted
AI Prospecting Suite: Visitor Reveal
Captures contact information for people who visit your website.
- Basic
- Included
- Professional
- Included
AI Prospecting Suite: Intent Finder
Captures contact information for people searching online for keywords related to your business.
- Basic
- Not included
- Professional
- Included
| Feature | Basic | Professional |
|---|---|---|
| Which plays run on which plan | ||
| All six insurance plays Every play and every template, free with every membership. | Included in Basic | Included in Professional |
| The T65 Birthday Countdown Scan alerts tell you who responded, and touches 2 and 3 are large postcards, free only on Professional. | Sends, no scan alerts | Built for it |
| The Welcome to My Book Wholesale pricing on the brownies. | Works | Costs less |
| The Client for Life The anniversary mug comes from Professional’s free mug allowance, and the GigaGram costs less at wholesale. | Works, mugs at retail | Built for it |
| The Trusted Name The review ask and the workshop RSVP run on the scan code. Without scan alerts there’s no trigger to follow up. | Sends, no scan alerts | Built for it |
| Family & Friends Wholesale pricing on the brownies. | Works | Costs less |
| The Local 25 Wholesale pricing on the gifts. | Works | Costs less |
| Free product every month | ||
| Free product Resets each month on your billing date. Postage and shipping are extra. | Over $100 | Over $450 |
| Free greeting cards Standard 5x7 cards for birthdays, anniversaries, and thank-yous. | 50 a month | 200 a month |
| Free postcards Small is 4x6. Large is 5.5x8.5. | Small, unlimited | Small and large, unlimited |
| Free mugs Coffee mugs, the gift in The Client for Life anniversary touch. | Not included in Basic | 5 a month |
| Sending | ||
| Personalized cards and gifts Real printed cards and gifts with your client’s name and your message on them. | Included in Basic | Included in Professional |
| Unlimited contacts Your whole book in one place. No cap and no per-contact fees. | Included in Basic | Included in Professional |
| Online address book Share a link and clients fill in their own mailing address. | Included in Basic | Included in Professional |
| Next-business-day fulfillment Most orders ship the next business day, weekends and holidays excluded. | Included in Basic | Included in Professional |
| Wholesale pricing Lower prices on every card and gift you send. | Not included in Basic | Included in Professional |
| Custom inventory storage and fulfillment Store your own items at our warehouse and we ship them alongside your cards and gifts. Storage has an extra monthly fee. | Not included in Basic | Included in Professional |
| Automations | ||
| Birthday and anniversary mailings Cards and gifts go out on each client’s birthday and anniversary, every year. The anniversary can be whichever date matters most, like a policy anniversary. | Included in Basic | Included in Professional |
| Time release and event mailings Send a series on a schedule after you add a client, or mail everyone on one date you pick, like a note before AEP. | Included in Basic | Included in Professional |
| Knowing who responded | ||
| Dynamic QR codes and scan alerts Each scan code is unique to the person it was mailed to, so you get an alert naming exactly who scanned. You can change where it points after it prints. | Not included in Basic | Included in Professional |
| Prospecting tools | ||
| Mailing list building Buy lists that import straight into your contacts. Every plan gets the map builder. Professional adds the AI-assisted builder: consumer, business, new mover, and new homeowner lists, including T65 by birth month. | Map builder | Map + AI-assisted |
| AI Prospecting Suite: Visitor Reveal Captures contact information for people who visit your website. | Included in Basic | Included in Professional |
| AI Prospecting Suite: Intent Finder Captures contact information for people searching online for keywords related to your business. | Not included in Basic | Included in Professional |
No contracts. Cancel anytime. Free product resets monthly and does not include postage. Prices in USD.
6 Hold it in your hands
The sample kit
Screenshots do not do mail justice. We will send you the actual campaign pieces, merged with your own name and business, so you can feel exactly what your clients would get.
- The real T65 and Client for Life designs, personalized to you
- A greeting card the way your clients would receive it
- The playbook booklet for insurance agents
Get the sample kit
Tell us where to send it and the first pieces of your campaign show up in your own mailbox, with your name on them.
It's on the way.
Watch your mailbox. The first piece usually lands within a few business days.