Skip to content

Banks · Lenders · Insurers

Direct mail for financial services and insurance.

You set the terms.

Banks, credit unions, lenders, and insurance teams can use Sendvo to mail members and policyholders from their own records. Upload the list, design the letter or postcard, approve the proof, and see the exact cost before it prints.

Start free See campaign ideas
  • No setup fees
  • No contract
  • Exact cost before print
Hi Jordan,
Our new Elm Street branch opens in May. Come say hi. — Your Community Bank
Jordan Ruiz88 Oak LnSan Francisco CA 94110
Refinance review
Hi Maya,
Your Credit Union
Annual check-in
Coverage still fit?
Call us today
Your Agency

sample designs

Campaign ideas

Three teams. One way to mail.

  • Hi Jordan,
    Our new branch opens in May. — Your Community Bank
    Jordan Ruiz88 Oak LnSan Francisco CA 94110

    Banks · Credit unions

    Member and branch mail

    New branches, updates, and local offers.

    Prepare a member list
  • Refinance review
    Hi Maya,
    Your Home Loans

    Lenders

    Refinance and loan outreach

    Borrower letters with your team's terms.

    Explore Mortgage Refinance
  • Annual check-in
    Coverage still fit?
    Call us today
    Your Agency

    Insurance

    Policy and renewal mail

    Renewal reminders and coverage check-ins.

    Send on a schedule

Sign-off first

Nothing mails until your team signs off.

Set the rule once. Each matching record gets its own letter after the proof is signed off.

How triggers work

Market examples

See what your market already mails.

Real mail pieces by market: formats, offers, and reply paths. Not response data.

More: Health insurance · Life insurance · Auto insurance · Medicare Advantage · Property insurance · Investments · All industries

Financial services FAQ

Your team decides. Sendvo mails.

Plans: list upload, dedupe, and automated mail need Operator or Growth. Approval workflows need Growth.

Who can use the financial services and insurance path?

Banks, credit unions, lenders, and insurance teams can use this path to prepare reviewed direct-mail campaigns for audiences and records they are permitted to use.

Does Sendvo determine eligibility or supply regulated decision signals?

No. Sendvo does not determine eligibility, underwriting, pricing, qualification, or offer terms, and it does not supply regulated decision signals. The customer controls these decisions and the campaign audience.

Who is responsible for offers and disclosures?

The customer is responsible for lawful use, audience selection, offer terms, content accuracy, required disclosures, legal or compliance review, and final campaign approval.

Is there a focused mortgage refinance path?

Yes. The Mortgage Refinance page provides a focused campaign path for refinance outreach while preserving customer responsibility for audience, offer, disclosure, and approval decisions.

Keep exploring: Build the audience · Design the letter · Send on a trigger · Plan the spend · All solutions · Direct mail costs

Mail the letter your team signed off on.

Start free today.

Create a free workspace and design your first piece.

Start free
Thanks for believing in the power of real connection.