DIRECT MAIL

Insurance Agent Direct Mail Playbook.

Direct mail still works for Medicare, new movers, and renewals. This playbook covers lists, creative, and ROI tracking.

AGENTS RUN MAIL WITH NO TRACKING

Agents Run Mail With No Tracking

Mail goes out, responses trickle in, ROI never calculated. Without tracking, mail is gambling.

No List Hygiene

Bad addresses waste 15 percent of mail budget.

No Unique Response

No unique phone or URL per campaign.

No ROI Tracking

Cannot tell what campaigns work.

THE DIRECT MAIL PLAYBOOK

The Direct Mail Playbook

01

List Hygiene

NCOA scrub lists quarterly.

02

Unique Phone Numbers

Tracked numbers per campaign.

03

Unique URLs

Campaign specific landing pages.

04

Offer Testing

A/B test offers monthly.

05

Response Tracking

Every response mapped to mail piece.

06

ROI Reporting

Cost per bound policy per campaign.

WHO THIS FITS

Who This Helps

Medicare Agents

AEP direct mail heavy.

P And C Agents

New mover mail.

Final Expense Agents

Senior direct mail.

Local Independent Agents

Community mail.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Unique phone, unique URL, response tracking, ROI reporting.

  • Core CRM
  • Unique phone tracking
  • Unique URL tracking
  • Response tracking
  • ROI reporting
SEE PACKAGES

Track Every Mail Piece.

Book a 20 minute demo. We will walk through the direct mail stack.