For Medicare agents
AEP is when the call centers find your clients. The mailbox is where they remember you.
Six ready-to-run mail plays built for a Medicare book: a T65 countdown that opens with a card, a retention play that carries clients through AEP, and referral and review plays that feed it. 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.
1 The playbook
Six plays for a Medicare book
Each play ships ready to run: artwork, copy, products, and timing preloaded, and every piece is a template you can edit before it mails. The Client for Life is the flagship. The other five 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
2 Why it pays
The Medicare math
A renewal is worth about half a new enrollment and costs a fraction to keep. Retention is the whole ballgame.
$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.
Hold it in your hands
Start with the sample kit.
We mail you the real T65 and Client for Life pieces, merged with your own name and business, so you can feel exactly what your clients would get.
Get the sample kitCompliance
Built to stay on the communications side.
No plan names, benefits, or premiums anywhere in the set. Gifts stay under the nominal-gift caps and are tracked per person, and every piece is a template you edit before it mails.
How we stay compliant