2026 CHINESE Client Retention Postcard Participation Form Logo

  • 2026 Client Retention Postcard Participation Form - CHINESE

    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 17th.

    All requests received after 9/17/2025 will mail after the week of 10/1/2025.

  • NEW for 2026:

    • New Card Designs
    • New (More) Image Options
    • New Card Option for Plan Exits
    • You can choose from several image options (choose below)
    • You can customize with your headshot or logo or QR code (or choose not to include at all)

    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.

  • 2026 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.

  • 2026 Client Retention - Best Fit (New Design)

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

     

  • (New) Best Fit - Option 1: Contact Me

  • Image-42

  • (New) Best Fit - Option 2: Attend a Seminar

  • Image-62

  • (New) Best Fit - Option 3: Shop with my PAW (Personal Agent Website)

  • Image-63

  • 2026 Client Retention - Best Fit (Original Design)

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

     

  • (Original) Best Fit - Option 1: Contact Me

  • Image-64

  • (Original) Best Fit - Option 2: Attend a Seminar

  • Image-44

  • (Original) Best Fit - Option 3: Shop with my PAW (Personal Agent Website)

  • Image-65

  • 2026 Plan Exit Postcard

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

  • Plan Exit - Option 1: Contact Me

  • Plan Exit - Option 1: Contact Me

  • Plan Exit - Option 2: Attend a Seminar

  • Image-59

  • Plan Exit - Option 3: Shop with my PAW (Personal Agent Website)

  • Image-60

  • 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.

  •  -
  • Upload a File
    Cancelof

  • 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
  • Should be Empty: