Appointment Campaigns for Insurance Agents

First, Earn Their Attention.
Then, Earn the Appointment.

Give prospects a more personal reason to respond—with appointment cards designed to start one-on-one phone or in-person insurance conversations.

✓ Custom design✓ Envelope, folded card & business card✓ Printing & shipping✓ Phone or in-person offers

Complete Campaign Solution

Everything You Need to Turn Interest Into an Appointment

Your message arrives in a personal-looking greeting-card envelope that stands apart from ordinary marketing mail. Inside, a professionally designed appointment card invites prospects to schedule a one-on-one phone consultation or in-person meeting with your agency.

1

Designed for Your Market

We customize the message, folded card, business card and envelope around your agency, insurance offer, audience and geographic market.

2

Built for an Easy Response

Give prospects a clear next step through a phone number, QR code, scheduling link or invitation to an in-person appointment.

3
Flexible Campaigns

Start Focused. Scale With Confidence.

Start with a focused campaign, learn what resonates in your market and build on what works—creating more opportunities for meaningful one-on-one conversations.

Plan My Campaign →

View Package Pricing

Transparent Volume Pricing

Start With 250. Save More as You Scale.

Every complete package includes a greeting-card envelope, custom-designed folded appointment card, custom-printed business card, basic custom campaign design, professional printing and shipping to your agency.

$150 Campaign Setup & Basic Design FeeWaived with 1,000+ complete packages.
Starter Quantity

250 Complete Packages

$1.65 per package

$412.50 package total + $150 one-time campaign setup & basic design

Starting total: $562.50. Ideal for testing a targeted audience or local market.

Get Pricing for My Quantity

The one-time setup fee applies to new campaign designs under 1,000 packages and is waived at 1,000+ packages. Repeat orders using the same approved artwork do not require a new setup fee. Additional quantities are available. Mailing lists, recipient addressing, postage and direct-mail distribution are not included. Complete packages are shipped to your agency for your own distribution.

Campaign Options

Choose the Right Complete Package for Your Offer

Begin with the complete appointment-card package, then add an approved incentive insert when it fits your campaign and compliance requirements.

Complete Package

Standard Appointment Package

A complete, personal-looking appointment package designed to introduce your agency and encourage a one-on-one conversation.

Greeting-card-style envelope
Custom-designed folded appointment card
Custom-printed business card
Agency branding and contact information
Basic custom campaign design and professional printing
Shipping directly to your agency

Quote My Complete Package

Comparison of ordinary marketing mail with a personal-looking Medicare appointment card reading Get Additional Benefits with Medicare
Built Around Your Campaign

Professional on the Inside. Personal on the Outside.

Your campaign can be tailored by audience, insurance category, appointment offer, geographic market and mailing quantity.

  • Personalized recipient messaging
  • Agent, agency or carrier-approved branding
  • Birthday, annual-review and re-engagement formats
  • Optional variable data and QR codes
  • Standard complete package or approved incentive-enhanced configuration

Plan My Campaign

Campaign Applications

One Format. Many Ways to Start a Conversation.

Annual Policy Reviews
Client Birthdays
Life Insurance Consultations
Medicare Education*
Policy Anniversaries
Referral Campaigns
Client Appreciation
Win-Back Campaigns

Simple Process

From Idea to Mailbox

1

Choose

Select the standard complete package or an approved incentive-enhanced package.

2

Customize

We develop the design, message and appointment offer around your brand.

3

Approve

Review the final artwork, campaign details and compliance-approved language.

4

Produce

We print your complete packages and ship them directly to your agency for distribution.

Campaign Inspiration

See How Your Greeting-Card Campaign Can Look

Every campaign can be adapted to your agency, audience and appointment offer. These examples show how the same personal-mail concept can support different messages and visual styles.

Request a Quote for My Campaign

Request Pricing

Get Pricing for Your Appointment-Card Campaign

Tell us whether you are considering 250, 500, 1,000, 2,500 or more complete packages and whether you want the standard package or an approved incentive add-on. We’ll prepare pricing around your quantity and campaign requirements.

New campaign designs under 1,000 packages include a one-time $150 campaign setup and basic design fee. It is waived for 1,000+ packages.

Prefer to talk?

1-877-583-4622

Request a Custom Quote

Include your estimated quantity and whether you want the standard or incentive-enhanced package.

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Frequently Asked Questions

Planning Your Campaign

What is included in a complete appointment-card package?

Each package includes a greeting-card envelope, custom-designed folded appointment card and custom-printed business card. Basic custom campaign design, professional printing and shipping to your agency are included.

What does the $150 campaign setup and design fee include?

It includes one custom appointment-card package concept using your supplied branding and copy, plus up to two consolidated revision rounds. Additional concepts, major changes, new versions or revisions beyond the included rounds may require an additional design fee.

What quantities and prices are available?

The minimum order is 250 complete packages at $1.65 per package. The best advertised volume price is $0.85 per package at 2,500. Additional quantities are available by quote.

Can I order the package without a gift card?

Yes. The standard complete package does not require a gift card or incentive.

Can a gift card or incentive be included?

A gift card can be incorporated into your package. In most cases, a gift-card code is texted to the customer after the appointment is completed. The client is responsible for purchasing the gift card and sending the code to the customer.

Can the card match my agency branding?

Yes. Designs can incorporate approved logos, colors, contact details and appointment messaging.

Do the prices include mailing services?

No. Complete packages are shipped to your agency for your own distribution. Mailing lists, recipient addressing, postage and direct-mail distribution are not included.

Ready to Price Your Complete Appointment-Card Package?

Start with 250 packages—or save with volume pricing as low as $0.85 each at 2,500.

Get Pricing for My Quantity