4: Birthday Cards (opt-in)

We can print and deliver handwritten birthday cards for your members at cost, with no setup required for you. We use the service Handwrytten for personalized hand-written cards at $2.50 per card. This service is optional. Agents can opt- in to this service on the Client Retention Opt-in form.

Which of my contacts will receive a birthday card?

• Are identified as an “Active Client”
• Have an active policy MA, MAPD (including Dual and Chronic SNPs), Med Supp or PDP added to their contact
• Have a DOB added to their contact
• Have a Home or Mailing Address
• Do not have a Birthday Card or Mail Opt-out on their contact
• Birthday Cards are sent and logged in the platform 2 weeks before the DOB so the client needs to have the following in their contact profile two weeks before their DOB:
• Mailing Address
• Active Medicare Policy

*If any of clients are added within 2 weeks of the DOB the client won't receive a card