Agent/Agency Contact Information
    Max file size: 20MB
    Max file size: 20MB
    Postcard
    We offer custom 3.5 x 5" postcards to advertise your services or event. Send them to your preferred printer or mailing house for printing and distribution.
    Product Fact Sheets
    Email (or mail) your clients and prospects our product fact sheets that explain to them how you can help them with their insurance needs. Each sheet informs your clients about the specific insurance product and educates them about their choices. We'll customize them with your contact information and logo. All fact sheets are TPMO compliant.
    Newsletters & Medicare Infographic
    Reach out to your turning 65 clients with our personalized Turning 65 or Annual Enrollment letter letting them know you can help them with their Medicare solutions and include our Medicare infographic.
    Consumer Presentations & Seminars
    Sharing our 'Managing Healthcare Expenses in Retirement' guide is a great tool to use with your clients. ​There are two guides available. One includes a section on Medicare, Long-term Care and Whole Life Insurance, the second focuses strictly on Medicare. To receive a branded version or our standard TBR version, please be sure to upload your logo and include your website address.

    Seminars are a great way to get more clients. Take advantage of our Medicare Seminar in a Box which will provide you with everything you need to host a successful seminar. ​
    Email Signature
    Your email signature should include your logo, website and pertinent contact information. We'll design a professional signature for you if you need one.
    Logo
    We offer complimentary logo design services. We'll work with you to come up with a design concept that compliments you and your agency. 
    Max file size: 20MB
    Your Website
    ​Is your website outdated or in need of a review? We'll make recommendations for structure, content, SEO and layout.
    Allow your website visitors to run their own Medicare Supplement quotes for FREE!  This tool is powered by our Integrity partner, CSG Actuarial and it's easy to install on any website. It provides your visitors will real-time, accurate Med Supp quotes which will help you get leads.

    To request your quoting tool please visit our Website page.
    Social Media Content
    We offer customized, branded content that can be customized with your logo, contact info and brand colors. All content is TPMO compliant.
    Digital Brochure
    We offer complimentary, custom, digital brochures allowing you to showcase your expertise and product portfolio to your clients and prospects.
Request Marketing Materials Request Marketing Materials
Leads & Prospecting
When you're just starting out, getting leads and having helpful prospecting tools is crucial. We offer several options for both. You can purchase leads, get lists of free prospects from us, or use our do-it-yourself prospecting tool to find potential clients right in your own backyard. Learn more by visiting our Leads & Prospecting page.
Social Media Marketing
Don't under-utilize your networking skills and the use of social media when marketing. If you have a personal online presence, then it only makes sense to have one for your agency as well. Learn more about the benefits of social media marketing by visiting our social media page and download our Facebook Business Page guide.
Website Assistance
​Is your website outdated or in need of a fresh set of eyes? We'll review your site and make recommendations for structure, content, SEO and layout. ​Need someone to build your site? We can recommend some designers.​

Building your own website? SquareSpace, Wix, Weebly and 
​Word Press are all great resources for creating your own site.​ Be sure to  claim your free Google Business and Yelp listings while you're at it.
Email Marketing
Keeping in touch with your clients is imperative. Email is clearly the quickest and many times the most effective way to communicate. Sending a monthly newsletter email with highlights is a great way to keep in touch. Too many emails can result in unsubscribes, but an occasional email to inform and educate is appreciated and read.

If you need ideas to present to your clients for monthly emails, we can help you with content and offer suggestions for campaign services that can launch your email campaign for you. 
Marketing Materials
Let your clients and prospects know what products you offer by including a product fact sheet with an email or letter. Each sheet informs your client about the specific insurance product and educates them about their choices.

​Take advantage of our consumer presentations and hold events or seminars to educate your clients and prospects.
Logos & Branding
Branding yourself is important. Do you have a logo? Do your clients know your brand? If you're looking to design your first logo or looking to re-brand your agency, we offer complimentary branding and logo design services for our agents. We'll work with you to come up with a design concept and then once finalized, we'll provide you with your high resolution logo files.