Customer Story

Boosting Client Numbers in

Medicare with a Personal

Touch from Mailbox Power

Who says digital is the only way to find leads? Meet Cliff Priest,

an insurance broker who, by adopting Mailbox Power's personalized,

non-digital communication style, saw a significant increase in his

clientele. Dive deeper into his compelling journey that highlights how

a personal touch in communication has not only reinforced his client

retention, but also brought about an unprecedented growth in his

customer base.

Customer Story

Boosting Client Numbers in Medicare with a Personal Touch from Mailbox Power

Who says digital is the only way to find leads? Meet Cliff Priest, an insurance broker who, by adopting Mailbox Power's personalized, non-digital communication style, saw a significant increase in his clientele. Dive deeper into his compelling journey that highlights how a personal touch in communication has not only reinforced his client retention, but also brought about an unprecedented growth in his customer base.

For Medicare agent Cliff Priest, the challenge was twofold: on one side, it was hard to reach individuals turning 65, digitally. On the other, it was hard to maintain client communication with just a two-man team.

Mailbox Power came to help. It allowed him to retain the traditional mail method cherished by his clients while introducing customization and automation that eased his operational load. As a result, Mailbox Power morphed into a central piece in his customer retention strategy. This was beautifully reflected when he lost only three clients out of 345 with Aetna Medicare Advantage at renewal. The secret sauce - three personalized cards sent annually to each client.

"I'm going to stay in direct mail and hope everybody else goes digital. We'll stand out and they will disappear with all the noise."

There are thousands of web building agencies out there. Machen faced the challenge of building genuine relationships with clients and prospects in an industry saturated with competition.

Mailbox Power offered him the tools to create personalized, tangible connections that left a lasting impact. Machen shares his powerful techniques that have let him secure $26,000 deals.