• 2027 Client Retention Postcard Participation Form - KOREAN

    This service is free of charge to brokers with at least 75 clients to mail and three Medicare contracts with GarityAdvantage.  We reserve the right to review/approve/deny any/all campaigns through this free offer.

  • The DEADLINE to submit your request for postcards to deliver week of October 1st is September 18th.

    All requests received after 9/18/2026 will mail after the week of 10/1/2026.

  • Choose from 4 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.
    • Option 4: For clients facing a Plan Exit: Options to call, shop your PAW, and/or attend a seminar

    ONE Form Submission Per Card Request. Make sure the list you are uploading is the right list for the card selected.

  • 2027 Client Retention Postcard Options

    Toggle the options in the field below to open the card options. You will see jpgs and a link to a pdf view.

  • SHOW ME THE POSTCARD OPTIONS/SAMPLES FOR:

  • 2027 Client Retention - Design 1

    Click on this link to see larger pdf samples of each message option. 

     

  • Design 1: Contact Me

  • Image field 42

  • Design 1: Attend a Seminar

  • Image field 62

  • Design 1: Shop with my PAW (Personal Agent Website)

  • Image field 63

  • 2027 Client Retention - Design 2 

    Click on this link to see larger pdf samples of each message option. 

     

  • Design 2: Contact Me

  • Image field 64

  • Design 2: Attend a Seminar

  • Image field 44

  • Design 2: Shop with my PAW (Personal Agent Website)

  • Image field 65

  • 2027 Plan Exit Postcard
    Click on this link to see larger pdf samples of each message option.

  • Plan Exit: Contact Me

  • Plan Exit - Option 1: Contact Me

  • Plan Exit: Attend a Seminar

  • Image field 59

  • Plan Exit: Shop with my PAW (Personal Agent Website)

  • Image field 60
  • Which Postcard do you want to send?*
  • Choose the message option for your postcard:*
  • Choose the photo you want used on your card:*
  • Choose the photo you want used on your card:*

  • Complete the following fields EXACTLY how you would like them to appear on the postcard. What phone and email should your clients use to reach you? Double check that the details are accurate, because this information will be used to create your postcards.

  •  -
  • Do you have a headshot, logo or QR code to add to the postcard?*
  • Upload a File
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  • 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 our Agent Help Desk or call 800-234-9488.

    Use the button below to upload your client list. We will include these clients in the postcard mailing along with any additional clients we have on file for you.

    By uploading your list and requesting this postcard service, you confirm this is a list of your active clients for which you have permission to mail.

  • Upload a File
    Cancelof
  • Is your client mailing list 75+?*
  • Are you currently contracted with GarityAdvantage for 3+ MAPD carriers?*
  • Should be Empty: