Case: Study: Kathy Liguzinski - The Medicare Plan Store

The Challenge

Kathy created her own business, The Medicare Plan Store, in 2011. They have a total of 3 employees and several independent insurance agents that report to them. They need an affordable way to stay in touch with clients and generate referrals.

Background

The Medicare Plan Store is an independent insurance company that educates and guides people through the planning process of Medicare. They sell the health insurance that goes with Medicare to seniors. Kathy found Posty Cards on the internet about five years ago after receiving a sample card. She found that the quality and cost of our cards was what she was looking for.

The Results

The Medicare Plan Store's clients range from 65 to 95. They send a birthday card to them every year. In addition, Kathy puts a business card or magnet in the card. They personalize the card by handwriting a message, signing the card and addressing the envelope. Kathy says they are sending about 1,200 cards a year which is a great increase since she started with only sending to 150 people in 2011. Kathy buys a new batch of birthday cards every year so no one gets the same card. Kathy says, "Our Posty Card order comes in a timely manor and the quality is great." She says they really take the time to pick out the cards to match their clientele.

"Sending cards is our major marketing tool. Our clients love the cards and we get several calls or emails every week thanking us for the birthday card. Many say, 'Oh by the way, I gave your name to my neighbor who is turning 65, they are going to call you.' There is nothing better than a referral! The birthday card is a happy moment and they are thinking of The Medicare Plan Store, it's a great touch to our clients."