People trust people, not ads. Most folks choosing a Medicare agent ask Google before they ask a friend, and the agent with forty real reviews wins the neighborhood.
The Trusted Name has two parts. The review ask goes out after a genuinely good service moment, asks once, and thanks anyone who follows through. The workshop invite fills a room with neighbors who want Medicare explained in plain English.
Educational events carry their own CMS rules, so the template copy stays strictly educational. No enrollment activity, no plan pitches, nothing to file.
What lands in the mailbox
Every piece in the play, in the order it mails.
Mockup coming soon
01 · Triggered by a good service moment
Review ask card
One ask, QR straight to your review link, never a nag sequence.
Mockup coming soon
02 · On demand
Workshop invite postcard
"Medicare, in plain English. Coffee is on me." RSVP by QR or phone.