All six plays

The Referrals play

Family & Friends

Systematize referrals from the two people who matter most, your client and their adult kids.

For: Happy clients, woven between the Client for Life touches.

The best compliment a client can give is trusting you with someone they love. This play makes that moment easy instead of accidental.

It talks to two audiences at once. The client gets brownies worth sharing and a gentle nudge at AEP eve, when half their friends are drowning in mailers. And the summer card is written for the real decision-maker in many families: the adult daughter who handles mom’s paperwork. “If your kids ever worry about your coverage, hand them this card.”

Referral thank-yous stay nominal and are never conditioned on enrollment. The built-in thank-you is a card and a treat, inside the caps.

What lands in the mailbox

Every piece in the play, in the order it mails.

Mockup coming soon
01 · Spring
Card + brownie 4-pack
"These are for sharing. So am I."
Mockup coming soon
02 · Summer
Greeting card
The adult-child conversation starter.
Mockup coming soon
03 · October, AEP eve
Greeting card
Who do you know who is confused right now?