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.
The kit is free. All six plays are free with every membership. No contracts.
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 · About $38 a year in gifts per relationship on Professional
See the play
Sample kit
Hold a play in your hands.
We'll mail you The Welcome to My Book the way a new client gets it: the card, the brownies and the check-in postcard, with your name on them, plus the playbook that walks through all six plays.
Get the sample kitDon'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
Every piece is a template you edit before it mails, so your TPMO disclaimer goes exactly where your compliance team wants it
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 kitQuestions
Before you ask
Is postage included?
No. Every cost on this site is plus postage, billed at USPS rates: 65 cents for small 4x6 postcards, 82 cents for large postcards and greeting cards, and weight-based Priority Mail for packages like mugs and gifts, calculated at checkout.
What's in the sample kit?
One play, The Welcome to My Book, the way a new client gets it in their first 30 days: the day 2 thank-you card, the day 10 brownies and the day 30 check-in postcard, all printed with your name. Plus the playbook booklet that walks through all six plays, touch by touch, with what each one costs. One kit per mailbox, shipped to US addresses.
What does the sample kit cost?
Nothing. We print the pieces with your name, bake the brownies, and ship it next business day. One kit per mailbox, US addresses only.
When will it arrive?
Confirm your email and the kit ships the next business day. Most kits land in 4 to 7 days.
What happens after the kit arrives?
Read the booklet and pick the play you would run first. The booklet also has an offer for your first 30 days. Take it or leave it; the kit is yours either way.
Is this compliant for Medicare?
Every template stays on the CMS communications side: no plan names, benefits, or premiums. Gifts stay under the nominal-gift caps and are tracked per person, and every piece is a template you edit before it mails, so your TPMO disclaimer goes exactly where your compliance team wants it.
Do I need my own mailing list?
No. Import your book of business, or build a list in minutes: the map builder comes with every membership, from about a dime a lead, and Professional adds AI-assisted list building, including T65 lists by the month your prospects turn 65.
5 Hold it in your hands
The sample kit
Screenshots do not do mail justice. We will send you a new client's whole first month, The Welcome to My Book, merged with your own name and business, so you can feel exactly what your clients would get.
- The day 2 thank-you card and the day 30 check-in postcard, printed with your name
- The day 10 brownies, your name on the label the way your clients get theirs
- The playbook booklet: all six plays, touch by touch, with your 30 free days inside
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.
Check your email.
We sent a link to . Open it, check that we have your shipping address right, and confirm. Your kit ships as soon as you do.
Nothing there in a few minutes? Check your spam folder.
You're already a member.