Getting Started

1. Determine Your Market

The first step in building your marketing plan is to determine the geography that you want to market into. This can be as small as a single Zip Code or as large as an entire state. Just remember that you will have to service leads that come in as a result of your marketing. So if a customer 500 miles away wants a sales visit, you have offered to make the call. Just use common sense in selecting your geography.

2. Get a List Count

We will be glad to run list counts for each of the upcoming months, in your target geographical area. Just call or email us with your request.

3. Submit Your Logo & Contact Information

Once we receive your logo and contact information, we will create a sample letter for your review. We typically send this to you in Adobe Acrobat (.pdf) format. You can make any changes needed until the letter says exactly what you want it to say.

4. Sign The Contract & Provide Payment

We will provide a contract for your chosen campaign. Sign all pages of the contract indicating your payment preference, and fax it back to us. We accept all major credit cards, as well as 'check by fax'. All programs at SDMI require payment in full in advance of the mailing.

That's all it takes! Once your program is mailed, you will receive an Excel file containing all of the prospect information.

For more information or to start a mailing for your company, call or email us today!

Download Our White Paper

Click HERE to download our white paper, "How to Generate New P&C Clients in a Mature Market." It explains the market conditions that have generated the renewed interest in Xdate marketing of P&C insurance.

Additional Services

Toll-Free Call Capture Service. To help you track response to your program, we recommend using a toll-free call capture service. We can set this up for you in a matter of minutes. The cost is just $2.00 set-up and $2.00 per month service fee, plus 6.9¢ per minute for all calls.

The advantages of using a call tracking service include:

• Caller ID Capture. The system records the name & phone number of all non-blocked callers. Once a prospect has called you, you are legally permitted to call them back - even if they are on the 'do not call' list.

• Voice Mail System. The system can be set to go to it's own built-in voice mail system after any number of rings (even zero). You can record a message up to 5 minutes in length. Then, if the caller leaves a message to you, the system will send you an email immediately. Click the link in the email, and you can listen to the message instantly over your PC's speakers; there is no need to log into the system.

• Call Distribution. If you want to rotate calls among agents, the system can forward calls to multiple phone numbers - in sequence.

• Call Forwarding. You can change the system settings in seconds, so calls can be forwarded to our cell phone, your home phone - or any phone number you'd like.

For more information on our call tracking system or to set your account up today, just call us!

Premium Services. To help you generate higher response, we offer a variety of enhancements including:

• Free Cruise Certificates. You can offer a free 3 day cruise with any new policy. We sell these programs for just $10 per certificate.

• Identity Theft Protection. We offer a low-cost blanket ID Theft program that provides significant coverage for your prospects.

• Club Benefits. We also offer a membership program that provides valuable consumer benefits including Prescription Discounts, Lost Item Return Service, Hotel / Motel Discounts, Travel Discounts and more. Call for details.