Wellabe's Short-term Care insurance
pre-approach letter program

Thank you for your interest in the Short-term Care insurance pre-approach mailing program available exclusively to agents appointed with Wellabe.

Simply prepare your client file* using the template provided, complete the form with your information, and upload the file. Additional details are below. Please note that the file format must match the template provided.

*This program is sponsored by and paid for by Wellabe. The implementation is being handled by Market Access Direct. Market Access Direct is the recipient of the uploaded list, which is used only for this mailing. It is then destroyed within 3 days of placing your order.

Download template

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Get started

Please complete the form below to get started with the Wellabe Short-term Care insurance pre-approach letter program.

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Download Template

Getting started

Simply download the template, complete the form above, and upload your client file.

1


Preparing your file

  • Download the template using the button above or by clicking the link here.

  • Use the headers provided in the file. The import must match the template exactly and must be saved as a CSV (.csv) file type.

  • You can add up to 1,000 records to be included in this mailing.

2


Completing the form

  • Please enter your contact information.

  • Be as accurate as possible.

  • Include your name and phone number along with your agency's information.

  • This information will be used as the return address information in the letter along with your name and phone number in the signature section. To see a sample letter click here.

3


Uploading your file

  • Once you have completed the form, you will be able to upload your client file.

  • Please review the data before uploading your file. Avoid records with missing addresses or other information as these will be skipped from the mailing.

  • In the box next to “Upload file” simply select the CSV file you prepared, and you will get a message stating it was successfully uploaded or an error message with information that needs to be corrected.