Direct Mail Program Development
Insurance
- Accidental Death & Dismemberment
- HAP (Hospital Accident Plan)
- Cancer policies
Membership Products
- Auto Clubs
- Attraction discounts
- Concierge
Warranties
- Home
- Auto
RFP Assistance
Assist in the creation and administration of RFP questions and answers
Match Program to Client Base
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?
Compliance
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
Revenue Sharing
Evaluate options for revenue sharing
- Commission structure
- Reinsurance options based on programs
- Pure 3rd party marketing agreements