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.
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Click to view card messaging in English & Spanish
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