Insurance agents

Direct mail for insurance agents

A homeowner who just replaced a roof, added impact windows or built a pool has a home that changed. That is a natural moment to review coverage, and a postcard from a local licensed agent is a polite way to offer it.
An insurance agent and a homeowner looking up at a new tile roof

Who you can mail

What to send

  1. New roof, coverage review

    Invite owners with a recent roof permit to review their homeowners policy and ask about mitigation credits. Don't promise savings: whether a home qualifies depends on the insurer.

  2. The home changed

    New impact windows or a new pool can change what a policy needs to cover. Offer a quick check that the new work is reflected.

  3. Contractors need coverage too

    Licensed contractors pulling permits need general liability and often workers' compensation. Introduce yourself as a local commercial agent.

Rules to know. Cards for licensed industries always print your name and license number. Insurance advertising must not be untrue, deceptive or misleading, and your carrier may have its own rules, so get your final card approved before you mail.

Read: Direct mail for Florida insurance agents
The “New roof, new rate” template, front and back. Change any word, photo or color.

How it works

  1. Step 1

    Pick a list

    Choose the audience and the counties you want. New records arrive on their own.

  2. Step 2

    Design your card

    Start from a template and make it yours. Your business details fill in automatically.

  3. Step 3

    Send and track

    See the price, confirm, and follow delivery, QR scans and replies for every card.

Planning a budget? Try the direct mail ROI calculator or the postcard cost calculator.

Common questions

Can I say a new roof will lower someone's premium?

No. A permit shows that roofing work was approved, not what any insurer's rates provide. Invite the owner to review coverage instead of promising savings.

What does it cost?

The plan is $149 a month and includes one pack of data sources for your trade; extra packs and single data sources cost extra. Postcards are $1.10 each with printing and First-Class postage included. You see the total before every send.

Can people opt out?

Yes. Every card prints who sent it and an opt-out line. Anyone who opts out at postalnest.com/optout is removed from every list and is not mailed again through PostalNest.

See who you could mail this week

Create an account, pick a list and design your first card.

Browse data sources