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TURN APPROVED ADDRESS LISTS INTO REAL MAIL

Direct Mail Campaigns for Insurance Agencies

Prepare handwritten cards or standard letters from client, prospect, commercial lead, or imported mailing lists using reusable agency templates.
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WHAT IT INCLUDES

Built around real agency work.

  • Handwritten-card and standard-letter formats
  • Agency-saved message templates
  • Client, prospect, commercial lead, and CSV recipients
  • Personalization fields for names and agencies
  • Compliance attestation and owner approval
  • Prepaid fulfillment with a visible platform service fee

HOW IT FITS THE WORKFLOW

From source to next action.

  1. 1Choose handwritten cards or standard letters.
  2. 2Load a saved template or write and save a new agency message.
  3. 3Select address-ready records or import an agency-owned CSV mailing list.
  4. 4Complete the compliance review and submit the campaign for owner approval and payment.

COMMON QUESTIONS

Know where the tool stops.

Can an agent mail a campaign without owner approval?

No. Agents can prepare drafts, but only the agency owner can approve payment and release an eligible campaign toward fulfillment.

Does saving a draft charge the agency or send mail?

No. Saving, editing, or approving a draft does not itself charge the agency or send anything. Secure checkout must complete before fulfillment.

Can the agency reuse its messages?

Yes. Templates are stored server-side for the agency and can be loaded, updated, duplicated, or removed according to the user's role.

KEEP LEARNING

Related insurance-agency guides

Compliant insurance marketingCommercial risk interview worksheet