Thoughts & News
Key takeaways
- Coverage and care are inherently connected for senior consumers, but too often, they feel caught between the two.
- Compliant senior-care co-marketing can boost consumer confidence and build increased trust.
- Co-marketing aligns carrier and provider messaging with actions that put seniors first and makes that a coordinated team effort.
Senior-care marketing, like healthcare itself, is fragmented. The problem is that while consumers remain deeply dissatisfied with healthcare fragmentation, their experiences are unified. Seniors are the main character in their healthcare journey, while carriers and providers are the supporting cast.
For consumers, coverage and care go hand in hand. In their minds, buying a health plan is about buying a network, not just benefits and premiums.
When things go well, everyone reaps the rewards of a happy, satisfied senior. When things go poorly, seniors might penalize carriers and providers for each other’s mistakes. Here’s how it plays out.
- They had a bad senior primary care experience, which is the insurance company’s fault because it’s their network, and the carrier decided to let in a lower-quality provider.
- Their claim is denied, and the provider also gets blamed because they ordered the procedure that wasn’t covered at an out-of-network facility.
As healthcare insurers and providers increasingly take opposing sides, pointing fingers over rising costs, pharmacy benefit managers, fraud, and privatization, seniors get the short end of the stick.
Co-marketing, when senior-care carriers and providers compliantly market together, can help. Here’s how.
Senior-care co-marketing multiplies consumer confidence
As I’ve said before, it’s not enough to provide coverage and care—senior care needs to give consumers confidence. Co-marketing sends a unified message from two trusted entities. Rather than experiencing different marketing touchpoints with unrelated messages, seniors experience cohesion, which boosts their confidence in their coverage and care.
They know they won’t be used as the rope in a game of tug of war. Instead, they’ll have confidence knowing their plan and provider can not only work together but, more important, put their needs first.
Senior-care co-marketing reduces the burden of building consumer trust
Consumer mistrust in the healthcare system remains deep-seated. That mountain is too high for any one organization to climb alone. Co-marketing gives senior-care payers and providers lighter loads. They not only have their internal teams to lean on, but they also have external partners.
When insurers and providers work together, they can better solve a patient’s needs by doing what each does best. Co-marketing helps explain that story and why it matters to consumer health and well-being. And that enhances trust in healthcare, which remains in short supply.
Senior-care co-marketing aligns messages and actions
Co-marketing isn’t a cure-all for healthcare’s challenges. But what it can do is get more carriers and providers talking and working toward the same goals by using the same messages and abiding by the same principles. That encourages more meaningful alignment between their actions where fragmentation previously existed.
While messaging can attract new members and patients, actions retain them. Seniors look for patterns, not promises. The smaller the gap between the words and actions between the insurer and provider in a co-marketing campaign, the more a senior consumer will trust them.
Think of co-marketing as one layer of your infrastructure. It’s just one part of the bigger system, but it’s an important one that can attract new members and patients while increasing the loyalty and satisfaction of existing ones.
Co-marketing creates a flywheel effect that gathers more speed with every turn. It’s a no-brainer and your ultimate growth engine. What are you waiting for?
Your leader in senior-care co-marketing
We’ve executed senior-care co-marketing campaigns across the nation to drive patient-panel and member growth. Learn how we converted over 4,800 patients during one Annual Election Period for a top Medicare carrier and an alliance of local and regional providers.
Key Takeaways
- Senior care spends too must time on product and functional-benefits messaging and not enough time on emotional and core-value messaging.
- Payers and providers must show up for consumers in a more human way that proves their advocacy and earns back trust.
- Trust in healthcare is on the brink, which is why it needs to be a key performance indicator moving forward.
How long have I seen senior care strive to be centered on consumers? Years? Decades? The truth is that, too often, consumers don’t see or trust this aim. Marketing can take part of the blame. I’ll explain why shortly.
After years of working in senior care, I’ve discovered that the way out is through messaging that speaks for seniors, not just to them. Why? Because seniors don’t want just to be considered—they want to be reassured, cared for, and advocated for. The brands that prove they can be there for seniors and that they can be trusted are the ones that will win in a system increasingly defined by complexity and skepticism.
Why current senior-care marketing fails the trust test
I’ve seen too many senior-care companies get stuck on the bottom rungs of the benefits ladder on product features and functional benefits. The ubiquitous $0 premium or copay ads come to mind. Yes, no-cost premiums and copays make accessing coverage and care affordable, but they don’t do anything to inspire a real emotional connection or foster a consumer’s deepest values.

The Centers for Medicare & Medicaid Services have rightfully added more marketing compliance guardrails to protect Medicare beneficiaries from bad actors and deceptive promises. I’ve seen too many legal and compliance teams play it too safe with intentionally neutral and informational messaging. Facts and figures get prime billing and disclaimers run amok. As a result, marketing feels distant, disconnected, and impersonal.
But consumers aren’t just looking for information. They also need reassurance.
In senior care, the stakes are high, but the humanity is low
Healthcare decisions can be high stakes and emotionally loaded. I hear seniors ask these kinds of questions all the time: Should I make the tradeoff to pay more out of pocket each month or gamble on the $0 premium and try to stay healthy all year? Should I take a chance on this new care team who is promising a lot? Should I have this risky surgery?
Too often, senior-care marketing doesn’t reckon with seniors’ feelings of overwhelm, confusion, frustration, and fear. Instead, it responds with more information—more plan options, more benefit descriptions (and disclaimers), more service-explainer videos, more emails and letters.
People aren’t wired for that. They’re wired for connection. In our work, seniors have told us this repeatedly. They don’t talk about features or benefits, but they do talk about being treated with dignity and respect. As one Medicare beneficiary put it about his plan and provider, “They treat me like a human being. They tell it to me just like it is. I’m 75 years and never had that before.”
We’ve learned that seniors want:
- To feel like they’re making the right choice.
- Their plan and providers stop showing up in legal and compliance mode and start showing up in compassionate human mode.
- Their carrier and providers show up with authenticity and empathy.
- To hear things like, “If I were in your shoes, here’s what I’d do” or “Here’s how I’m going to help you.”
- To know that senior-care organizations have their backs and can be trusted.
Here are a few very basic ways senior-care companies can show up in a more human way:
- “We understand what you’re up against.”
- “We’ll help you navigate this.”
- “You’re not on your own.”
The path to earning seniors’ trust is long, and marketing is just the first step. It can be reinforced or lost with every interaction. That’s why being a senior advocate can’t only be a marketing shift—it also needs to be an organizational shift.
Why consumer trust needs to be a KPI
In business, what matters gets measured. Trust needs to be a key metric for your marketing campaigns and your organization as a whole. It’s arguably one of the biggest challenges the healthcare industry faces, especially for insurers.
According to Forrester’s, only 25% of noncustomers and 54% of customers describe health carriers as trustworthy. Low-trust customers who can switch plans are 10 times more likely to do so than high-trust customers. Health insurers deliver the weakest total experience of all industries Forrester tracks.
High-trust consumers report greater ease and effectiveness and a higher incidence of positive emotions. Between ease, effectiveness, and emotion, emotion is the most important one. Yet most healthcare leaders are focused on improving digital experiences.
Better digital experiences can only move the needle so much. What will truly make a difference is acting as a dedicated partner in seniors’ health by first listening to and then advocating for them.
SCAN Health disrupted the 2026 Annual Election Period by naming consumers’ frustrations. That’s a great start, but it doesn’t take the advocacy leap. Imagine seeing a senior marketing campaign concepted around “we listened, and here’s what we’re changing” or “here’s how we’re solving these problems.” That type of campaign doesn’t just earn attention—it earns trust. Trust drives confidence, growth, and loyalty.
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CASE STUDY
B2B content engine
giving agents
steam
WORK
Humana
PROJECT
B2B Sales Engagement and Enablement Content
SERVICES
PROVIDED
B2B Marketing
Strategy
Creative services
Educational content
Email marketing
Web development
Webinar production

The need
Selling is like being a master juggler. Salespeople, in this case Medicare agents, must keep many balls in the air simultaneously—different carriers and product types, compliance, leads, sales, and retention with a high level of coordination, speed, and complexity. Carriers must do the same to educate agents on compliance guidelines, products, benefits, member programs, and best practices.
With all these pressures, carriers and agents sometimes react rather than respond strategically. That’s why we developed flagship content for every selling season anchored on essential, timely priorities for agents and Humana alike.
What we did
We used the agent journey to inform our content strategy. At the beginning of the year, we focus on onboarding and retention. Then we begin with Dual Special Needs Plans (D-SNPs) and move into lead generation during the summer when agents ramp up grassroots events and lead efforts. During the biggest selling season, we set up agents for success with the most important plan updates and selling frameworks adjusted for the evolving market each year.
The Results
Our real-world, deep-dive content gave agents incredible value with the know-how and step-by-step guidance they needed to earn more leads, close more sales, and retain more members smarter, more compliantly, and faster.
Every 1% increase in content engagement leads to approximately 1,000 new Humana applications. We estimate four flagship content pieces drove 86,000 applications from 2021–2024.
Thanks to our content, Humana is now seen as a best-in-class carrier for agent education and training. We don’t just educate and engage agents; we foster trust between them and Humana, which drives agent affinity, advocacy, and preference.
4.5x
sales lift for field agents who engage with 3+ content assets
86%
average increase in agent engagement from 2021–2024

THE FULL
story
The backbone of a B2B sales enablement content ecosystem
With so much happening day to day and season to season for Medicare sales agents, they need something solid to stand on. While the topic of Medicare is practically infinite, agents care most about three things year-round: leads, sales, and retention. While one may take precedence at specific times, agents always juggle all three.
We built our flagship content to weave them all together with a cohesive, guided, empathetic agent experience. Our content strategists elevated Humana’s content by rooting it in agents’ pain points and embodying their mindsets.
We used playbooks that combine text and visuals to help illustrate complex concepts. Interactive elements made it easy for agents to craft their own learning journey at their own pace. We maximized agent engagement for live webinars with an average viewing time of 54 minutes, and we extended our investment with on-demand viewing options.
We treated agents as consumers instead of salespeople. It might sound counterintuitive, but it worked. Agents who engage with 3 or more content pieces sell 4.5 times more plans than those who don’t engage.
Incremental and radical innovation in B2B sales content
Innovation has two speeds—slow and steady or lightning fast. We do both by learning from year-over-year trends, making targeted adjustments, and completely re-envisioning a piece when necessary.
Take the onboarding and retention guide. We converted a static PDF into presentation decks, enabling agents to onboard members at scale in person or online. This improved efficiency and helped members better understand their plans through visuals, audio, and dialogue.
However, agents still lacked time to cover everything. Using internal Humana data and external research, we identified what satisfied members had in common versus dissatisfied ones. This led to a more targeted, strategic approach that saved agents time while reducing content production costs by 79%.
We revamped our lead generation guide to include more actionable worksheets, checklists, and calendars, leading to more than 7,500 impressions and 1,500 clicks in a single month.
Outperforming industry benchmarks
While most web-based content is lucky to achieve a one-minute time on page, our guides consistently get almost 18 minutes. This proves agents aren’t just skimming—they’re actively studying, with many bookmarking and downloading our guides for easy reference.
We also meet or exceed B2B webinar benchmarks, especially with our annual AEP webinar. Every year, we’ve made year-over-year double-digit growth in registration, live attendance, on-demand attendance, and total attendance rates. While our stats matter, what matters most is how they translate to sales. AEP webinar attendees see up to 37% sales lift post-webinar. It’s a star performer for Humana’s marketing and sales KPIs—and agents too.
1 hour, 16 minutes
average time on page for the D-SNP guide
67%
average attendance rate—26% higher than benchmarks
81%
highest-ever attendance rate
22–37%
sales lift for field agent AEP webinar attendees
Your essential sales education and enablement partner
Heinrich knows what it takes to craft B2B sales enablement content strategies that work for business objectives and salespeople. We focus agents’ time and attention for maximum performance by breaking through the noise and delivering content they can lean on. When you work with Heinrich, you’ll get an outstanding return on your investment.
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CASE STUDY
New lifestyle in
Olde Town Arvada
WORK
Trammell Crow
PROJECT
The Russell: Commercial Real Estate Branding
SERVICES
PROVIDED
Brand strategy
Verbal identity
Visual identity
Brand guidelines
Website design
Signage
Digital media
Print collateral

The need
To us, branding buildings is far more than just a name and a logo—it’s creating a meaningful place where people can’t wait to live. That’s why Trammel Crow Company, a developer Heinrich has worked with in the past, came to us to help brand their exciting, new, 252-unit multi-family development in the heart of Olde Town Arvada. Upon starting this project, Trammell Crow knew that because Olde Town Arvada is the key location for the city, they needed to have a strong, relevant brand that tapped into the history and success of this area. They also knew that Heinrich would dig in and discover exactly what would draw their audience to their doors.
What we did
Choosing where you live is a deeply personal decision—and our job is to help make that decision just a little easier. Not just by providing the facts but sharing the emotional essence of a place and the community it creates. To start, Heinrich developed a brand strategy complete with audience personas, a brand promise, pillars, and overarching purpose that would resonate with future tenants. We believe using research, competitive analysis, and strategic insights to develop the brand strategy first, ultimately creates a stronger foundation for the rest of our brand to be built upon. And build, we did.
After confirming our strategy that this development is all about connection, optimism, and enjoying the best of both city and suburban life, the Heinrich team did extensive research around Arvada and Olde Town specifically to find a name that spoke to the rich past of this charming historic city. And we found that by learning about Dr. Richard Russell, Arvada’s premier doctor and first official mayor, who tirelessly pushed to get this townsite incorporated.
Our name, The Russell, pays tribute to his fierce devotion to Arvada coming into its own and Dr. Russell’s diligent work to get the town officially acknowledged. Armed with a solid brand strategy and a name rooted in Arvada’s history, Heinrich created a classic, yet contemporary, verbal and visual identity that beautifully communicated both the rich history of Olde Town Arvada’s past with the exciting energy of its certain future.
The Results
The best thing about working on a placemaking project like The Russell is knowing we’ve helped people find their perfect home in their ideal area. One that is a catalyst for the life they’re searching for and helps them create community in the building and outside their doors.
The Russell did just that. Because living at The Russell is about so much more than just enjoying four walls and roof—it’s about a lifestyle that pulls at your emotions and rewards your sense of self—and we’re proud to say we infused this sentiment into all our creative work for the brand.





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Break ground on your brand
Many senior-focused primary care providers have the same questions about marketing:
- How do you choose your goals?
- Which channels should you use?
- How much should you spend?
- How do we demonstrate ROI to leadership?
That’s why Heinrich created an eBook with the answers you need to drive patient-panel growth and revenue in an increasingly complex environment with tight budgets.
Today’s Medicare marketplace is more crowded than ever. The average consumer can choose from 43 Medicare Advantage plans, an increase of more than 126% over the past decade. The competition among providers is just as fierce with more options for when and how to get care in person, virtually or at home. Studies show that consumers aren’t exactly loyal to providers, engaging with an average of four to five provider brands for their care.
In such a competitive field, any small differentiator can tip the scales. That’s where a collaborative co-marketing strategy comes in. Under a co-marketing arrangement, payers (insurers) and providers (primary care providers, clinics, hospitals and/or health systems) join forces to promote and elevate both brands in the hearts and minds of consumers. Here’s why Medicare payers and providers need to embrace co-marketing.
Co-marketing efforts can be a win for Medicare payers, providers and consumers alike. Here’s how.
Payers and providers:
- Share financial, talent and marketing resources.
- Increase visibility to consumers through expanded reach and frequency of messaging.
- Enhance consumer credibility of and association with both brands.
- Gain share of voice, especially when competitors aren’t advertising, or reduce the scale or scope of campaigns.
- Drive acquisition potential of membership and patient panels.
- Amplify individual brand marketing efforts.
Consumers:
- Feel they’re at the center of both brands’ efforts.
- See better communication between both brands.
- Appreciate more coordinated, personalized care from brands working together.
- Develop trust and loyalty from better healthcare experiences.
At the end of the day, consumers want a seamless healthcare experience from beginning to end. They just want their health plan and provider to work easily, affordably and reliably. Co-marketing helps to create the perception of a seamless experience. The shift from patient to consumer means that beneficiaries are exerting their purchasing power like they should. They’re no longer passive patients who accept whatever they get. They’re making choices to get the coverage and care they want and deserve even if it means navigating through more options. A co-marketing plan can help inspire consumers to switch to a plan and a provider that put them first.
It’s not just consumers who appreciate the enhanced collaboration; it’s providers too. When smaller provider organizations like clinics and primary care providers see the time, effort and financial backing that a national carrier puts into a co-marketing effort, it changes their perspective of that carrier for the better. Like consumers, providers will feel seen, heard, understood and respected. They feel like they have a carrier holding their hand, empowering them and encouraging them to contribute their ideas and points of view throughout the marketing process. They know that payer has their back. A co-marketing effort won’t eliminate operational challenges, but it can foster payer/provider trust.
Co-marketing Best Practices
Payer/provider co-marketing is at its best when it is centered on the consumer, aligned acrossthe organization and engaged at the community level. Here’s how to achieve all three.
Consumer Centered
Consumers won’t be convinced to become members or patients without knowing what’s it in for them. Exceptional co-marketing campaigns answer two questions: 1. why consumers should care about these brands and 2. why they are working together.
Consumers need to understand how their health and wellness could be improved by enrolling with a specific plan and using a certain provider. They need to imagine what it will look and feel like to have these complementary offerings in action. Payers and providers can make it concrete by explaining how, despite a chronic condition like diabetes, they improve consumers’ lives with the right care and a plan that makes managing their health simple.
Payers and providers can establish their expertise and position themselves in a humanistic way through thought leadership. Each can stay in their swim lanes yet offer a unique but compatible dimension to the topic at hand. When payers and providers outline these benefits upfront, consumers react positively.
Top-to-bottom Organizational Alignment
Strategy is often driven at the corporate level but executed at the local level. Don’t leave them out of discussions. Too often, brands forget about their local champions even when the local activations are an essential part of the strategy. Cascade the strategy down the organizational funnel, sharing the right communications at the right levels to build buy-in. This way, everyone is working toward the same goal rather than being at cross purposes with each other. With a top-down, bottom-up approach, payers and providers can streamline their efforts for maximum impact.
Community Engagement
Community engagement activities that give brands a physical presence and a local face boost consumer trust. Outreach can happen through health fairs, community events and even social gatherings at a healthcare facility. Brands can leverage grassroots marketing to target different audiences at culturally relevant festivals, senior-friendly sporting events or causes like veteran health. The local champions become brand ambassadors who create personal, face-to-face experiences. These experiences enhance consumer trust in brands and help sway payer and provider decisions in the short and long run.
Common Co-marketing Pitfalls
No two payer/provider co-marketing campaigns are created equal. Each one depends on the organizations involved and the goals of the campaign. Still, there are certain traps that can cause the plan to crumble:
- Focusing only on the Annual Election Period (AEP), which could mean getting lost in the AEP noise. Yet 10,000 people turn 65 every day, and special election periods mean almost year-round enrollment. Plus, consumers can change providers whenever they want. Why wait to market for eight weeks a year when there are 44 other weeks?
- Relying solely on the co-marketing efforts for all an organization’s marketing needs. Co-marketing should be only one aspect of a bigger marketing plan. Both payers and providers need to drive their individual marketing efforts in tandem with their co-marketing efforts. This is especially true for providers who might have smaller budgets as compared to carriers.
- Lack of communication around roles, responsibilities, expectations and goals. Payers and providers need to work under the same information, assumptions and guidelines—and stay in their respective lanes. This goes for all decision-makers and influencers. Communication should be open, transparent and fair. Payers should speak to their expertise and providers theirs. Plans can scale up or down, but what matters is everyone agreeing to the plan on paper as a joint plan. It’s not the payer’s plan or the provider’s plan but a collaborative one. Key performance indicators should be set up front to be measurable and attributable. Payers and providers also need to understand that the benefits of their efforts may happen on different timelines. For example, payers mightsee an uptick in members first and providers later once beneficiaries start using their coverage.
- Thinking that just because organizations do business together means they can co-market too. Not every business partnership can lead to a successful co-marketing effort. Payers and providers need to ensure their values, reputations and messaging align with each other first. There must be brand synergy, not simply a business arrangement. It can’t be transactional. It must be relational.
- Not considering the marketing mix or level of investment. There are more marketing channels today than ever before. To get the right results, payers and providers need to pull the right levers and invest in the right channels. Those will vary based on the audience and individual markets as well as the organizations involved. For example, if a payer or provider doesn’t have the human capital to activate a grassroots community engagement strategy, they will need to pivot to more feasible tactics. Other times it is a matter of not investing enough in the strategy as a whole or in the right channels. Particularly on the payer side, co-marketing efforts tend to see a lower investment.
Legal and Compliance Considerations
Marketing in the healthcare space entails a lot of compliance work, especially regarding Medicare. And rightfully so. Misleading Medicare ads featuring celebrities like Joe Namath have caused confusion and chaos. According to Deft Research’s 2023 Medicare OEP and Disenrollment Prevention Study Executive Research Brief, some 20% of beneficiaries were “unwittingly switched” to a plan they didn’t expect.
Yes, there are compliance concerns with co-marketing against steering and anti-kickbacks. Yes, the rules from the Centers for Medicare & Medicaid Services (CMS) change from year to year. Yes, payers and providers will have tension between them, often with payers being more conservative than providers when it comes to interpreting CMS guidelines.
But despite all this, Medicare payers and providers can and should be able to navigate the red tape together. When payer and provider teams align on agreed-to rules of the road up front, they can make their brands jointly stand out from the competition. Vetting exercises with each brands’ marketing teams plus legal and compliance can help gauge both the strategy and tactics. Teams will know where they push and where they need to step back.
The Power of Partnership
Together, payers and providers can do more than they can individually. This is especially true in today’s healthcare landscape that often appears contentious thanks to rising costs along with prior-authorization and claims denials. Co-marketing efforts tell a different story, one of collaboration and cooperation with consumers at the heart.
#healthcare #collaboration #marketing
Traditional marketers might feel like digital is devouring everything. Maybe you’re a direct-mail marketer with your elbows out, “Digital has no business in the mailbox.”
But at Heinrich, we realize it’s not either traditional or digital—it’s a both/and. A hybrid approach can help you take the best of both realms to achieve your objectives more efficiently and effectively, even when it comes to your control package. Here’s how.
The QR Code Comeback
QR codes, once dead in many a marketer’s eyes, have not only been revived, but they’ve also taken over previously analog spaces and places. QR codes are how many restaurants share their menus, PowerPoint presenters promote their websites and social media profiles and even how drag queens earn Venmo tips.
According to eMarketer, the number of U.S. smartphone users scanning QR codes will increase to 99.5 million in 2025. It isn’t just younger smartphone users who have taken to scanning, older consumers have too; 44% of U.S. consumers aged 45–64 and 31% aged 65 and older report using marketing QR codes.
Three Reasons Why You Should Test QR Codes on Your Direct-Mail Control Package
Reason 1: Access to data
Data, as the technologists say, is the new oil. The companies who understand how to collect and leverage their data will be better positioned to capture more market share today and especially tomorrow.
While direct mail can be a great way to stand out in someone’s mind and mailbox, measurement and attribution can be difficult, especially if your call to action requires more friction or legwork on behalf of your audience like filling out a form and mailing it back. Adding a QR code for a call to action can help you better track audience actions and make it faster and easier for them to complete that call to action.
Reason 2: Increased Personalization
You can take your QR code a step further by creating a customized code and personalized URL for every recipient. Here’s an example using our President, George Eddy.
- George receives Heinrich’s direct-mail piece.
- He scans the custom QR code, which takes him to Heinrich.com/GeorgeEddy.
- He’s greeted with a personalized message, “Hey there, George!”
- The form fill is pre-populated with his contact information and asks him to correct and/or complete any incorrect or missing information.
Of course, you’ll need to thoroughly vet your mailing list ahead of time to find any duplicate names. You wouldn’t want to mix up two John Smiths.
Moving from a handwritten form fill to a digital form fill also alleviates work and reduces costs for your business. No longer will your staff waste precious time deciphering illegible handwriting. You can transition your data-entry employees to more meaningful work.
Reason 3: Retargeting opportunities
Using a direct-mail-to-web strategy gives you more chances to increase your direct mail campaign’s effectiveness. You can continue to retarget your direct-mail audience online via online ads and/or emails. Your media budget will dictate the number of touches.
- You match the physical addresses on your direct-mail list (your owned or purchased mailing list) to people-based digital identifiers such as LiveRamp or RampIDs.
- Devices tied to those digital IDs receive paid digital media such as display or video ads.
- These ads can then drive your audience to a standard landing page with an online form.
When you combine traditional and digital marketing, you’re cooking your direct-mail campaign with gas. You’ll gain the first-party data you need to make smarter business decisions, and you’ll make it easier for your audience to engage with you and you’ll be able to increase the efficacy of your marketing. In sum, integrated marketing plans that combine online and offline tactics do better than siloed efforts.
Heinrich is born for business—and your direct-mail campaign. That’s how we were able to beat our control package for a credit card offer 12 times with one test boosting Gross Revenue Retention by 24% through an estimated 1,400 incremental accounts. Let’s talk to see how we can beat your direct-mail control package again and again.
CASE STUDY
Inspiring
AGENTS TO
level up.
WORK
Humana
PROJECT
Ready for Everything campaign
SERVICES
PROVIDED
B2B Marketing
Strategy
Video
Email marketing
Paid media
Educational content

The need
To increase sales, Humana needed a better agent support system that would attract and retain a stronger sales workforce. So, we created a pivotal B2B marketing strategy to move potential agent partners to join the Humana team. But how do you help agents feel informed enough to sell your plan over someone else’s? You tap into real, human insights to discover what’s holding them back and what will inspire them to make the switch, and then create what they need to help them get there.
What we did
To excel in such a highly nuanced and regulated industry, we have to stay close to our partners—real close. Together, we built and captained the integrated, lead-generation digital, “Ready for Everything” campaign. The list of deliverables was robust, it included: a comprehensive strategy with conversion-focused web experiences, educational content, video, email marketing, and a targeted paid media campaign (If you can say all that with peanut butter in your mouth, we’ll hire you as voice over talent).
The Results
With a little boldness and a lot of creative collaboration we increased new sales agent recruitment 5x, translating to 4,300 new agents—trust us, that’s a lot. There was a 161% increase in on-site conversions for actions demonstrating engagement, while optimization efforts also decreased the cost per conversion by 26% YOY.
500%
INCREASE IN SALES AGENT RECRUITMENT
4,300
NEW AGENTS RECRUITED
WHY THE CLIENT SMILED
“The Heinrich team killed it, and I’m excited to see how we moved the needle this year.”
— Anthony Layfield, AVP at Humana

THE FULL
story
A deeper look at the Ready for Everything campaign
To inspire prospective agents to make the jump and join Humana, we had to get to know them even better than we already did. And in doing so, we discovered what motivates agents, and even what scares them a bit too. We also learned that many prospective agents felt that tinge of doubt and fear when it comes to contracting with a new carrier. Humana has a remarkable track record, but for some of these prospective agents, it’s still a big scary change. Our lightbulbs went off once we learned that fear was a key emotional barrier to behavioral change. From there, we focused on sculpting an inspiration-centered campaign that identifies and addresses those fears with the trust and transparency that are the pillars of the Humana brand. And thus, the “Ready for Anything” campaign was born.
Flexing those fully integrated agency muscles
It’s one thing to just connect the dots between paid media, content and email marketing, and it’s another thing to create impactful results with all that dot connecting. Because we’re an agency that offers fully integrated services, we can more readily go after impact (not just those dots, because dots aren’t profitable). What does all this mean in real terms, you ask? Well, we leveraged email lists for 1:1 matching to serve ads programmatically to top prospects. And we built lookalike audiences and implemented retargeting efforts. Our email campaign included heavy audience segmentation to deliver tailored messages to each audience and guide prospects from consideration to certification and then on to onboarding.
Retention and onboarding with a purpose
Getting leads in the door is great but when they are convinced to stay for a while, it’s even better. Retention was our goal, and educational content was how we got there. Why? Because newly onboarded agents needed a sturdy foundation to thrive in the wilds of the health insurance sales world. What’s more, the educational content was thoughtfully curated and meaningfully manicured to meet agents where they’re at, all while directing them to where they want to go in their careers.
The Heinrich effect
Using conversion-focused web experiences, educational content, video, email marketing, and targeted paid media campaigns, we wove the various pieces of this campaign together to create a beautiful tapestry. But more importantly, this work did more than just create something pleasing to look at, it gave Humana opportunities to grow in novel ways knowing that their agents have the support they need.
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Ready to
bump elbows?
Naysayers have been saying it for years: direct mail is dead. The truth shows that direct-mail advertising is more robust than ever thanks to creative and technological advancements. That’s why an agency’s print department is a microcosm for wider agency trends as I’ll explain below.
Trend #1: Start with Strategy
Strategy should drive all campaigns and tactics. In direct mail, strategy helps us know who to target when and how with the best formats and creative applications. Here are four examples:
- Credit cards: Put an image of the credit card (personalized with the recipient’s name) on the package to help them imagine what it will be like to have the card in their hands.
- Business recipients respond better to a letter package than a postcard or self-mailer.
- Consumers during the holidays love invitation-style envelopes with stamps.
- Mail that feels more emotional and tactile drives the urge to open it:
- Handwritten fonts that look more personal
- Soft-touch envelopes with a velvety feel
- Gloss UV coatings that shine and catch the light
- Embossed papers add sophistication and texture
- Perforations make it easy—and irresistible—to open
Trend #2: Data-Driven Plans and Results
It’s no secret that data dictates marketing dollars. What may not be as intuitive is that data drives direct mail too.
Today, direct mail campaigns are more microtargeted which means they’re more effective. We can tailor campaigns to highly local geographies or to extremely limited audiences based on past consumer behavior. For example, we can pinpoint the 50 people in a 5-mile radius who bought a boat in the past month and target them with products and services for their new boat. This kind of hyper-personalized, hyperlocal targeting means you’re spending your direct mail dollars more wisely so you can get better results.
Direct mail holds the top position among channels for average return on investment (ROI) at 43% according to the most recent Response Rate Report from the Association of National Advertisers. Almost three-quarters of marketers agree that direct mail offers the best ROI. Proof-points like these explain why direct mail should have a place in every major campaign.
Trend #3: What’s Old is New Again
Overflowing mailboxes used to be a daily occurrence nationwide in the not-too-distant past. Now our email inboxes and social feeds overflow. To stand out, businesses increasingly turn to direct mail regardless of their audience demographics. Here’s why:
- Direct mail is the most trusted marketing channel by baby boomers.
- 71% of Gen Xers feel direct mail is more personal than online communications.
- Millennials overwhelmingly love the sense of discovery new mail brings.
- Mail appeals to Gen Z’s creative side with personalized, tactile experiences.
As one of the oldest marketing channels, print too often gets overlooked in favor of digital channels. But much of innovation involves seeing the past with fresh eyes. The brands and agencies who know how to re-imagine direct mail and use it effectively as an anchor channel see higher results.
Trend #4: Technological Innovation and Integration
Technology accelerates productivity and creativity. What used to take weeks in direct mail, now takes days. Digital proofs, more efficient production and new capabilities mean we have more opportunities than ever before to stand out in the mailbox with less time and money.
Developing fully integrated campaigns that use both print and digital drive better results. In a survey commissioned by the U.S. Post Office, 60% of marketing respondents said combining digital and direct mail increases ROI. Don’t just take the marketers’ word for it: 56% of consumers tried a new business in the last six months because they got mail about it.
With Informed Delivery and interactive calls to action like QR codes, the lines between the physical and digital worlds continue to blur—which works. Here are the stats that prove Informed Delivery pays off:
- 39% of marketers see higher website traffic
- 36% saw higher ROI
- 93% of customers would recommend it
- 77% of notifications are opened daily
Trend #5: A Can-do Attitude
As business needs and consumer habits evolve, so have Heinrich’s print department and our skills. When we were founded, we focused primarily on direct mail for financial services, completing 18-million-piece runs with 30+ different versions. Now we also work in verticals like healthcare and multi-family real estate, which require different deliverables. For healthcare, we create fulfillment packages like sales enablement kits for insurance agents to host events-in-a-box. We develop high-end collateral pieces to woo and awe potential renters in multi-family real estate.
We’re yes people who are solutions oriented and always looking for faster, more cost-effective ways to produce the ideas our creative department dreams up. We experiment, we test, we learn—and we know that what worked yesterday may not work tomorrow. As such, we stay up on cutting-edge trends and technologies.
Whether we’re making pop-up coupons for Macy’s inspired by their iconic parade, delivering human resource-department kits for a Kroger’s check cashing campaign or sending salt lamps to Medicare insurance agents to enhance provider affinity while improving personal well-being, we always champion innovation and impact. Because we’re born for business, which means we’re driven by results.