Direct mail for insurance & financial services
Insurance and financial services direct mail: compliant, targeted, measurable
Direct mail for insurance agents, Medicare brokers, mortgage lenders, banks, credit unions, tax and accounting firms and financial advisors: targeted letters and postcards, renewal and rate mail, prescreened offers and seminar invitations.
Insurance and financial services are letter industries. The message is personal, the amounts are specific, the regulations dictate the wording, and the audience, homeowners, seniors, business owners, people with a mortgage or a policy renewing, is precisely selectable. Direct mail is how agents, brokers, lenders and advisors have acquired customers for a century, and it still produces the highest-value leads in the category.
We mail personalized letters and postcards from selected lists or your book of business: Medicare and life insurance letters to age-selected households, mortgage refinance and HELOC offers, auto and home insurance quotes to new movers, tax season postcards, and seminar invitations for advisors, with the compliance language your carrier or compliance officer approves printed exactly as approved.
What insurance & financial services businesses mail
- Medicare Advantage and supplement letters for the Annual Enrollment Period
- Final expense and life insurance letters to age-selected households
- Mortgage refinance, purchase and HELOC offers, including prescreened
- New mover auto and home insurance quote postcards
- Tax preparation postcards in January and February
- Retirement and estate planning seminar invitations
- Renewal, rate change and cross-sell letters to policyholders
Compliance handled at proof
Every piece is proofed with the disclosures, license numbers, carrier language and opt-out notices in place before it prints, and we keep the approved proof on file. Prescreened credit offers carry the required prescreen notice and opt-out statement; Medicare pieces carry the CMS-required language; investment seminar invitations carry the disclaimers FINRA expects. We do not print a compliance-sensitive piece without written approval from the client's compliance contact.
Lists that select the right household
Age is the foundation for Medicare, life and retirement mail: turning 65 lists are mailed month by month as households approach eligibility. Homeownership, mortgage date and amount select for refinance and HELOC; new movers select for auto and home insurance; income and net-worth models select for advisors. Business lists by industry and size select for commercial insurance and business banking.
Seminars
The retirement seminar invitation, a 6×11 postcard or a letter to households aged 55 to 72 within 15 miles with a dinner at a named restaurant on two dates, remains one of the most productive pieces advisors mail. A 10,000-piece drop typically fills two dinners; the tracking is a reservation number and a landing page per drop.
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Answers
Insurance & Financial Services direct mail questions
Can you mail Medicare direct mail?
Yes. We mail Medicare Advantage, supplement and Part D letters and postcards for agencies, brokers and plans, to age-selected lists including turning-65 households, with CMS-compliant content approved by your compliance contact before printing.
How much does insurance direct mail cost?
A personalized letter in a #10 window envelope costs about $0.73 per piece printed and mailed as Marketing Mail at 5,000 pieces; a 6×11 postcard about $0.61. Age-selected and mortgage lists add about $0.10 per record. Mailed First-Class for speed, add about $0.20 per piece.
Do you handle prescreened credit offers?
Yes. Prescreened offers are printed with the required prescreen and opt-out notice, mailed from the bureau-supplied list under your agreement, and produced under the data handling terms those lists require.
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