Case Study: Buffer Insurance drives leads and referrals with Postalytics

Buffer Insurance triggers postcards and letters that drive leads and referrals

Buffer Insurance, a company specializing in employer benefits and Medicare insurance, faced the challenge of integrating automated direct mail with its Zoho CRM to stand out from competitors using fear-based marketing. They needed a solution that could send individual, triggered mailings instead of large batches to communicate professionally and educate their clients. The vendor, Postalytics, provided the necessary direct mail automation service integrated with Zoho.

Postalytics enabled Buffer Insurance to automatically send personalized, on-demand postcards and letters triggered by specific CRM actions, such as customer birthdays. This solution helped the company generate referrals, improve customer retention, and efficiently track responses using personalized QR codes. The vendor's platform allowed Buffer to prepare for incoming inquiries by predicting mail delivery times, ultimately supporting their strategy of building customer relationships and driving growth.

Buffer Insurance

Sean Turner

CEO & Founder