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
Note: Any clients that are added within 2 weeks of the DOB won't receive a card.