Direct Mail

• Insurance
  • AD&D
  • HAP (Hospital Accident Plan)
  • Cancer policies
• Membership products
  • Auto Clubs
  • Attraction discounts
  • Concierge
• Warranties
  • Home
  • Auto
• Assist in the creation and administration of RFP questions and answers
• Work with financial institution to determine appropriate program based on client base:
  • What products resonate with your customers?
  • Do these products generate “value”?
  • How often should you solicit?
• Assist in evaluating best program structure with compliance in mind:
  • CFPB’s comments on industry programs
  • Best practices when dealing with complaints or feedback
  • Opt in / Opt out methods of contact
  • Single step activation process
  • Service levels
• Evaluate options for revenue sharing
  • Commission structure
  • Reinsurance options based on programs
  • Pure 3rd party marketing agreements