Get by with a little help from your friends.
We'll reimburse qualifying marketing expenses.
Complete this form and upload your receipts, up to $1,000.
What expenses could qualify?
Each year, we set aside funding to help agents build brand recognition and grow their books. Here are some of the most common activities we can fund. Don't see something here? Submit it anyway. We'll help to the greatest extent we can, given budgetary and legal restrictions.
General marketing
Logoed promotional items
Apparel and agency-branded merchandise
Business cards
Flyers and mailers
Brochures and other inserts
Office/building signage
Event
marketing
Exhibit booth displays
Hanging/pop-up banners
Tablecloths
Canopy tents
Renting event space
Media advertising
Billboards
Radio ads
TV/Streaming ads
Digital (Paid, Search, Social media, Video)
Print and newspaper ads
Direct mailing campaigns, including lead list purchases
Event promotion
Client appreciation
Seasonal gifts/cards*
New client welcome*
General gifting*
*Medicare rules may apply
Additional services
Creative and design services
Marketing/sales consulting
Web design
Web hosting
SEO optimization services
CRM/agency management tools
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