See how businesses across industries use Posty Cards to build lasting client relationships, boost retention, and generate referrals.
Vera Braswell has been a financial professional since 1985 and a Posty Cards customer for decades. By sending birthday and Thanksgiving cards to every client and their families, she has maintained a persistency rate of over 99% — and has had clients tell her it was the only birthday card they received that year.
Read Case Study ›Theresa Scioli uses greeting cards to remind customers that VIP Insurance cares about them personally. They are dedicated to treating each customer as a VIP and pride themselves on covering different insurance needs.
Read Case Study ›Linda Bristow specializes in the Medicare/Senior market in North Carolina. When she started in 1985, she needed a strategy to grow and maintain her book of business — and Posty Cards became a cornerstone of that strategy.
Read Case Study ›Kathy created The Medicare Plan Store in 2011. By sending personalized birthday cards to her senior clients, she grew from 150 annual mailings to over 1,200 — and now receives referral calls every single week.
Read Case Study ›Since his fifth year in business, Anthony Iannone has maintained a 95% client retention rate and qualified for the Million Dollar Round Table every year. He credits Posty Cards birthday mailings as the key differentiator.
Read Case Study ›Kim McRee at Barnes Pettey Financial Advisors sends birthday cards to over 50 clients every month. She has had clients call to say the Posty Card was the only birthday recognition they received that year.
Read Case Study ›Coulter Financial Advisors in Palm Beach Gardens, Florida has relied on Posty Cards since 1996 to stay in touch with clients and stand out from competitors in financial planning, retirement, and estate management.
Read Case Study ›Herb Taylor, Lease Manager at Olathe Ford/Lincoln in Kansas, used greeting cards as a core strategy to retain existing clients and generate the repeat automotive business that defines a successful leasing career.
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