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Campaign Builder

ORDER YOUR DIRECT MAIL CAMPAIGN

Complete the steps below to choose your mailer piece, build your mailing list, and submit your agent personalization details.

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STEP 1: CHOOSE YOUR MAILER

Select the high-converting mailer design for this campaign.

Final Expense - Response Card MailerFinal Expense

Final Expense - Response Card Mailer

Bi-fold mailer with a postage-paid return card, direct call-in number, and your personal QR code, designed for seniors looking for affordable final expense coverage.

Mortgage Protection - Equity Guard MailerMortgage Protection

Mortgage Protection - Equity Guard Mailer

Targeted direct mail piece for recent homebuyers and refinances highlighting lender payoff protection and disability mortgage safety.

Medicare - Annual Enrollment & Turning 65Medicare

Medicare - Annual Enrollment & Turning 65

Educational direct mailer for Turning 65 and Annual Enrollment, covering Medicare Advantage, Supplement, and Part D options.

Life Insurance & IUL - Living Benefits MailerLife Insurance / IUL

Life Insurance & IUL - Living Benefits Mailer

Modern campaign highlighting tax-advantaged cash value growth, downside protection, and living benefits for working families and professionals.

Final Expense - Bilingual Heritage MailerFinal Expense

Final Expense - Bilingual Heritage Mailer

Spanish & English dual-language mailer tailored for diverse regional communities seeking dignified funeral and final expense coverage.

Annuity & Safe Money - Retirement MailerComing Soon

Annuity & Safe Money - Retirement Mailer

Upcoming fixed indexed annuity campaign design focused on CD renewal money, rollover protection, and guaranteed lifetime income.

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STEP 2: CAMPAIGN TYPE

Select your mailing rhythm. Weekly recurring campaigns maintain continuous pipeline flow.

One-Time Campaign

A single bulk drop into your chosen market territory. Ideal for testing new areas or marketing surges.

Weekly Recurring Campaign

Recommended

Consistent weekly mail drops that generate steady inbound leads and regular follow-up pipeline.

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STEP 3: BUILD YOUR MAILING LIST

Use the map to choose your area by ZIP code, city, county, radius, or by drawing your territory. Add targeting like age, income, and homeowner status. You'll see exactly how many records are available before you order. When your list looks right, click "Use This List."

Helper tip: Mortgage Protection campaigns: choose the New Homeowner list type. Final Expense, Medicare, and Life campaigns: choose the Consumer list type.

Records available update in real time. Weekly recurring campaigns mail this quantity each week, with names you've already received excluded.

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STEP 4: PERSONALIZE YOUR MAILER

Provide your agent credentials. Your personalized proof will be prepared after submission.

We will generate a custom QR code on your mailer linked directly to this URL.
Optional (JPG/PNG)
Optional (JPG/PNG)

YOUR MAILER PREVIEW

Sample Proof
Mailer Proof Mockup
YOUR AGENCY LOGO
[YOUR QR CODE]

YOUR NAME HERE

Licensed Field Underwriter

Call or Text: YOUR PHONE NUMBER

Your personalized proof will be prepared after your order is submitted and provided for approval before printing when applicable.

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STEP 5: ADDITIONAL INFORMATION

Anything else we should know about this campaign?

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STEP 6: CAMPAIGN REVIEW

Verify your selections prior to electronic signature.

Selected Mailer:Mortgage Protection - Equity Guard Mailer
Campaign Type:One-Time Campaign
List Type:Not selected yet
Quantity:Not selected yet
Records Available: Not selected yet
Agent: Pending input
Phone: Pending input
Email: Pending input
Pricing: Final pricing coming soon
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STEP 7: TERMS AND ELECTRONIC SIGNATURE

Review terms and authenticate your campaign order.

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STEP 8: PAYMENT & ORDER SUBMISSION

Secure checkout integration placeholder. Payment processing will synchronize through Stripe.

Secure Billing Gateway

Payment is collected securely at checkout. Your personalized proof will be sent for your approval before anything prints. Weekly recurring campaigns are billed each week until canceled.

By clicking Place My Order, your market territory and campaign specifications are locked in.