Heritage Benefits Partners

Active
Mailers Sent
1,637
May 2026
Delivery Rate
96.7%0%100%
May 2026
Campaigns Run
6
May 2026
Active Automations
3
May 2026

Subscription

Status
Active
Monthly Fee
$99
Client Since
January 2025

Client Branding

Preview only

Set Heritage Benefits Partners's brand for their portal. Applied in the portal preview; does not affect any performance number.

PNG/SVG/JPG up to ~1 MB. No logo → an initials monogram in the brand color.

Live preview
HB
Heritage Benefits Partners
Member Portal
Start a CampaignPortal accent

Recent Campaigns

CampaignMailers SentDelivery RateMailer TypeSend Date
Monthly Mailer — May55896.8%6×9 PostcardMay 25, 2026
Monthly Mailer — May222Catalog EnvelopeMay 24, 2026
Monthly Mailer — May26397.0%#10 EnvelopeMay 15, 2026
Monthly Mailer — May4895.8%#10 EnvelopeMay 14, 2026
Monthly Mailer — May43196.8%5×7 PostcardMay 6, 2026
Monthly Mailer — May11596.5%5×7 PostcardMay 5, 2026

Active Automations

Annual Enrollment (AEP)

Annual Enrollment (AEP) — mailed to all Medicare clients.

Date-based6×9 Postcard
On
Policy Renewal

Policy Renewal — mailed to all Medicare clients.

Date-based#10 Envelope
On
Special Enrollment (SEP)

Special Enrollment (SEP) — mailed to all Medicare clients.

Event-based6×9 Postcard
On