I've been using Send Out Cards now for 9 months. In that time, I've sent over 1,000 cards - well, the automated system has done it for me. It uses my own handwriting if I choose.
Each card is personalized with the client's name. I pre-select the cards and the frequency of when I want them to go out to folks. Then, when I have a new Med Supp client, I simply enter their name, address, and birthday into the Med Supp campaign.
That's it - the system follows up with them with a thank you card I've picked out, then a follow-up card a week later, then a referral-generating card two weeks after that, etc. etc. The birthday card goes to production six days prior to their birthday to make sure they get it on time.
For Easter and Christmas, I send a card with a family picture using their PicturePlus feature.
This takes about 5 minutes to send hundreds of cards at once. I simply upload the family photo, add the background and text to it and send it to whichever list of my clients that I choose.
I can send it to my Med Supp clients with a specific message that inserts their name in the card.. and I can then send a different card (same photo) to my final expense clients with a different message. Again, just 5 minutes or so to send out hundreds of cards.. and less than $1 each to have them personalized, stuffed and stamped for me. I have done my own letters in the past and the time in ink, postage, envelopes, and time away from other tasks was NOT worth it in the end. Now I can have them do it all, for less cost and far less aggravation.
Here's the front of the greeting card we sent out for Easter.
You could send out a postcard the same way, too, for half the cost.
The response from sending out this was was overwhelming!
Everyone loves to get these personalized cards.
I'm all for personalization and follow-up. Nothing does it better than their system. The automated referral campaign has brought dozens upon dozens of clients with Med Supp referrals. You can see the automated referral system that I use here.
I have tried sending out birthday cards in the past, by timing the appropriate days to drop them in the mail, etc. Now, the system does that for me. I have still picked out the card, put in a personalized message, etc.. but they send every single one on time and I haven't had to buy a stamp in 9 months.
So, there might be a better system out there. But for my time, money, and effectiveness -nothing beats SOC.
Yes, I sell it, too, as I recommend all of my agents use it. Now they, too, are reaping the rewards of the referrals and persistency that come from good follow up.
Chris, Florida
