Send post cards to your MA clients prior to AEP
FREE Retention Post Cards
If you have a large number of clients on the books and would like to focus on NEW BUSINESS this coming AEP, we want to hear from you!
The deadline for delivery the week of October 1st has past. See below for next round deliveries.
New, Improved Cards and Platform
NEW for 2025:
-
Cards are in FULL color
-
Cards are BIGGER: 9″ x 6″
-
You can choose from 8 image options (3 shown to the right)
-
You can customize with your headshot or logo or QR code (or choose a card with no custom photos)
-
Choose from 3 different messages:
-
Option 1: Call to Action is to Call You for a Free Consultation.
-
Option 2: Call to Action is to Visit your Client Sync to Explore Plan Options or call you for a consult.
-
Option 3: Call to Action is to Register for your Seminars. You can include RSVP link or your phone/email.
-
Who Qualifies for this FREE Program?
This service is free of charge to brokers with at least 75 clients to mail and three MAPD contracts with GarityAdvantage. Agent must write most business through GarityAdvantage. We reserve the right to review/approve/deny any/all campaigns through this free offer.
Deadline for orders to deliver the week of October 1st is September 20th
Orders placed after the deadline will be mailed but cannot be guaranteed to deliver the 1st week in October.
Option 1: Contact for Consultation
Option 2: Client Sync
Option 3: Seminar Invitation
How do you start?
STEP 1
-
You will need your book of business formatted on a spreadsheet before you order your cards.
-
Download the Client Data List Template HERE.
-
IMPORTANT: Save your file as an .XLSX (Excel Workbook) and make sure your name is in the file name.
-
If you need help getting your client data from the carriers, follow the carrier-by-carrier steps on this page.
-
If you need further assistance, contact Broker Support.
-
How-to Order Walkthrough
Now that you have your data…Choose & Customize Your Card
STEP 2
-
Login or Request an Account on our Agent Collateral Storefront
-
For new registrations: Account review takes less than a day M-F 9-5 EDT)
-
-
Click on “Order Retention Postcards Here” as shown to the right.
-
Choose from postcards with custom options to add a logo, a QR code or your headshot or choose the card option with no custom photos
-
Choose the Card with the messaging you want to send (Call Me, Use Client Sync, or Attend a Seminar)
-
NOTE: One Card/One List Per Order! This is to ensure your list is matched with the right card. If you want to send a different card to a different list, place a separate order after you complete the first one.
-
-
Once you have chosen your card, click on it to customize! Double click on available fields to edit them. Click on Apply to see changes on screen. Make sure to hit save in the top right corner!
-
Double click on the photo to pick a different image option (8 options on each card!)
-
Double click on the grey box on the card to upload your headshot, QR Code or Logo or choose from previously uploaded photos
-
You only have to upload these images once. They will be in your account for future use on any materials in the Agent Collateral Storefront.
-
-
DON’T FORGET to CUSTOMIZE THE BACK
-
Once your postcard is customized, click on preview (top right of screen) to see what it will look like
-
Make changes if necessary
-
Read the Proof Disclaimer and Double Click on Approve Document
-
Note, you will have to change the drop down that opens up to “Document Approved” and then click apply at bottom of page.
-
-
Click on Finish
-
Your final document will be created and saved to your documents file
-
Hover over the image and click on the Order button to proceed to completing your order
-
Placing the Order
Deadline for orders to deliver the week of October 1st is has past.
NEW Deadlines:
Round 2:
Deadline: Monday, September 30th
Delivery Week: October 7th
Round 3:
Deadline: Monday, October 7th
Delivery Week: October 14th
2025 AEP Retention Postcard Program will close on October 8th. The cards will be available in the Agent Collateral Storefront for Agent to purchase through Staples. This expense is co-op eligible.
NOTE: One Card/One List Per Order! This is to ensure your list is matched with the right card. If you want to send a different card to a different list, place a separate order after you complete the first one.
STEP 3
-
Retention Postcards will always be Qty 1 (one order) and Total $0.00
-
Upload your Client Data list. You cannot proceed in the order without uploading your list. Download the client data list template here
-
Click on Add to Cart and Check Out
-
Click on the Billing Account dropdown and choose Stephanie Dale (2024 AEP Promotion)
-
NOTE: You are required to edit the shipping address. This is for communication purposes only. Your Retention Postcards will be mailed to your clients on your uploaded list.
-
Double check all your information and click “Place Order”
-
You will receive an order confirmation to your account email address
Contact your Agent Success Representative or the Marketing Department if you have any questions or need assistance.
Deadline for orders to deliver the week of October 1st is September 20th
Orders placed after the deadline will be mailed but cannot be guaranteed to deliver the 1st week in October.
