Medicare Agent Client Retention Postcard | NewPlan

Turn a Medicare enrollment into a lasting client relationship. This professional Medicare New Plan Welcome & Client Retention Postcard is designed for Medicare agents, brokers, and insurance agencies to give or mail to beneficiaries following enrollment. The friendly “Welcome to Your New Plan!” message reassures clients that their agent is still there after the enrollment is complete. It reminds beneficiaries that their new plan materials and member ID cards may take time to arrive and encourages them to contact their agent or agency directly whenever they have questions about their coverage, benefits, prescriptions, or plan information. Two prominent customizable areas allow the agent or agency to add the beneficiary’s enrolled plan name and the best contact phone number, helping turn the card into a useful reference clients may keep instead of discard. The warm lifestyle photography and reassuring “Same Support. Brighter Tomorrows.” messaging were designed to reinforce familiarity, trust, continuity, and accessibility without making the piece feel like another sales advertisement. Perfect for including with Medicare enrollment paperwork, welcome packets, new-member correspondence, client thank-you mailings, post-enrollment follow-up, Medicare Advantage enrollments, Part D enrollments, AEP enrollments, client retention campaigns, and insurance agency relationship marketing. Also ideal as a refrigerator magnet design, giving beneficiaries an easy place to keep their agent’s contact information visible when questions arise. Format: 4.25" × 5.6" landscape. Agents should customize and review the final piece for applicable carrier, agency/FMO, CMS, and state requirements before distribution. Plan materials and ID-card delivery times vary.