Marketing Solutions for Insurance & Financial Pros

Target. Connect. Convert. Build lasting relationships with the right prospects at the right time.

Precision Targeting for Producers Who Want to Grow

Whether you’re an insurance agent looking to identify bundled policy opportunities, or a financial advisor ready to fill the room at your next lunch-and-learn, Bresser’s delivers the data and mail services to make it happen.

Exclusive X-Date Directories for Insurance Agents

Our proprietary Online X-Date Directory is your inside track to upcoming policy renewal windows—right down to the month and type. Easily search by zip, carrier, and renewal date to pinpoint homeowners ready for a better quote. Perfect for campaigns promoting multi-car discounts, bundled policies, or local agency advantages.

Top Insurance Use Cases:

  •  Find households with 2+ vehicles—ideal for multi-car promos
  •  Target neighborhoods with high homeownership rates
  •  Send professional postcards with your contact info and quote links

 Retirement-Age Leads for Financial Advisors

Connect with qualified leads approaching retirement using our custom mailing lists built from demographic data. Whether you’re marketing annuities, wealth management, or 401(k) rollovers, we’ll help you segment by age, income, homeownership, and geography for ultra-targeted outreach.

Popular Campaigns for Financial Planners:

  • Lunch & Learn Mailings — Send formal invites with RSVP links
  •  Quarterly market update postcards with your call-to-action
  •  Follow-up call lists to boost event attendance and conversions

Integrated Print & Mail Fulfillment

Running your next outreach campaign is easy with Bresser’s. We handle print, mail, and list fulfillment all under one roof. From postcards to letters, brochures to invites—we design, print, and deliver with USPS optimization, including optional Informed Delivery® integration.

 Get Started with a Free Consultation

Let’s craft a campaign that fits your goals and budget. Whether you’re aiming to boost policy count, grow AUM, or just open new doors—Bresser’s is your marketing partner with decades of results-driven experience.

Schedule Your Strategy Call