Frequently Asked Questions
Everything you need to know about being an SBKC panelist. Still stuck? Get in touch.
There is no limit to the amount of direct mail or email that you may send. We only ask that you please send recently received materials only, and that you send the mail types that we’ve identified.
Once you become a panelist, SBKC will provide you with pre-addressed, pre-paid postage envelopes that you should use to send us your mail. SBKC will replenish these envelopes on a regular basis.
If you are a consumer you may forward individual emails in their entirety to consumers@sbkcenter.com. If you are a producer, you can send to producers@sbkcenter.com. When forwarding emails from a mobile device, be sure that the entire email has finished downloading, including images, before you send them to us.
THE SMALL BUSINESS KNOWLEDGE CENTER ENSURES THE PRIVACY OF OUR PANELISTS. YOU WILL NOT BE SOLICITED IN ANY WAY AS A RESULT OF YOUR PARTICIPATION. ALL MATERIALS ARE SHREDDED AND 100% RECYCLED.
All unique identifying information such as name, address, phone number, account/invitation number are eliminated before any of the materials are analyzed for their content. Your participation will ultimately help shape the future of marketing within the Insurance and Financial Services industries.
Consumer Panel:
Earning rewards is simple. You are given points in exchange for submitting materials used in our research. Once you earn 2,000 points, you will be sent a $20 MasterCard gift card. When you’ve earned a gift card, you will be informed via email.
Producer Panel:
To learn more about how you will be awarded for producer facing direct mail and email please call us at 773-227-7454.
Each month, around the end of each month, you will receive an e-newsletter that includes an update on your point balance and instructions for redeeming your MasterCard gift card (if applicable).
We seek direct mail and email marketing materials of many types from a variety of industries, described below.
Producer Panelists:
Insurance and financial materials including Insurance, Annuities, Accidental Death, Auto, Critical Illness, Dental, Disability, Group/Individual Health, Investments, Life (VUL, Term, etc.), Long Term Care, P&C, Worksite Marketing etc.
Types of materials could be carrier newsletters, product brochures, updates, sales kits, direct mail solicitations, plan guides, CD’s/rates software, new product announcements, sales contests or promotions etc.
If you are also a Certified Financial Planner, hold a Series 7 License, or are an Investment/Retirement Income Advisor, please send along all Investment, Retirement/Group Benefit Plan marketing information as this is helpful for the study too.
Consumer Panelists:
Insurance: Health, Life, Home, Auto Insurance, Identity Theft, Travel Protection etc. Investments/Annuities: Brokerage, IRA/Rollovers, Mutual Funds, 401(k), Pensions, 529 plans etc. Mortgage & Loans: Auto, Home Equity, Mortgage, Personal Loan, etc. Banking: Checking, Savings, Money Market, Certificates of Deposit, Rewards or Loyalty Programs, etc. Credit Cards: General Use, Retail, Rewards, Balance Transfer, Business, and Prepaid Cards. Telecommunication: Wireless (Verizon, AT&T), manufacturers (Samsung, Motorola), Landline, Cable, Internet. Travel & Leisure: Hotels, Cruise Lines, Airlines, Car Rental Services, Frequent Flyer Offers etc.
Our Insurance and Financial Services clients use this information for competitive intelligence and product development purposes.