Medicare Marketing Guide

March 29, 2021


Author :

Bradley Zeller


With baby boomers now becoming more and more eligible for Medicare lead generation, the opportunity to discover more prospects that are eligible for medicare leads is booming. If you are currently generating leads on your own through our proven and successful strategies, you will be getting access to a massive gold mine.

Multiple independent agents are buying leads; however, the market is a bit overcrowded, and such leads are now available to multiple agents that have a marketing budget. There are numerous options for the generation of leads that can give you an added advantage over your competitors.



The rules might vary depending on the type of product. If you as an agent are selling supplements for Medicare advantage leads to convert65 leads, there will be fewer restrictions for each MMG. Though if you want to push for the medicare advantage plans, the situation will become a bit more tricky. However, once you have determined the product that you want to market, you can start the next step.



If you are searching for strategies to pre-market for 63 to64-year-olds? We strongly begin marketing early and plant the seed and create the need. The other alternative would be to switch your attention to the T-65population? But once you have identified the type of product you are offering to your clients, it is much easier to determine the perfect target market for you. After you have determined the perfect marketing segment and target audience for you, it is the perfect time to start creating your list of potential prospects. You also have the opportunity to take a look at your business book and take a closer look at the spouse's, lost leads, and the family members of your current customers that perfectly fit into the categories for your target audience.



Creating your own medicare agent website packed with educational materials and branding is a great way to get organic leads with minimal effort. Not only does creating a brand around yourself as an expert in the industry show off your experience and create trust, but it also allows you to easily make a lead generation form that is simple ( with the accurate disclaimer) to receive the potential client's information who have shown some interest in your services and products. Its main goal is to become the reply card for the online business. Please take a closer look at your FMO for approval and guidance before including your business on the web. They have the ability to assist you to remain and stay compliant.



Who has enough time to talk to each and every lead to find out whether they are ready to move forward? Employing the right staff for telemarketing and offering them the adequate compliant qualification script is an amazing way to make sure that you are doing your best which is closing sales. In fact, these employees who are temporary will work to assist you insetting appointments for you once the lead is qualified. Just to make sure they do not talk about any information about Medicare plans with the potential clients. The Medicare plan and benefits are only permitted to be talked about by approved and certified agents.



Your staff has the ability to set the appointments for a follow-up discussion or perform live transfers through the phone if a particular system is considered to be a hot lead. After the lead has been qualified, it is then up to you to step in and perform the necessary actions to complete the necessary enrollments or whatever is needed to be done to convert your potential client into a client. Your telemarketing staff should be properly trained on how to use the correct verbiage. It is a great idea to have a conversation with the Regional Sales Director and ask the Compliance Board for more guidance on the pre-approved language used in scripts that should be used during the qualification process.



If you are currently selling prescription drug plans or Medicare advantage leads through the phone, then you will require to make yourself familiar with the insurance/CMS Carrier approved enrollment telesales scripts. Each and every Medicare insurance carrier has their own version of the telesales enrollment script approved by the CMS that has to be read to the clients once they have been enrolled.

You have to be contracted and certified in order to sell PDP/MAPD enrollment telesales. Almost all the enrollment telesales calls have to be made through inbound calls only. In case you have a lead that is outbound, and the client seems to be ready enough to complete the enrollment process through the phone, you will have to ask them to call you back immediately before you start the telesales enrollment. After you've gone through and read the carrier and CMS-approved scripts, then you can insert the information from your client into the portal and create a confirmation number for your client and finish the enrollment process. There is a procedure to follow in order to become eligible to perform PDP/MAPD enrollment telesales from different carriers of Medicare insurance, and you must also get in touch with your insurance carrier or FMO contact before you start performing any Medicare enrollments on Medicare agent websites.



If you are currently selling plans for Medicare supplements to clients through the phone, there are fewer restrictions compared to MAPD/PDP plans. You have the chance to sell plans for Medicare supplements through the phone on outbound or inbound calls when a potential client is prepared to progress with the enrollment. Most of the insurance carriers for Medicare leads supplements are able to provide you with online tools for enrollment that agents are able to use to finish and close the sales. You can take a look at the carrier websites to get more information.


Zeller Media has extensive experience with Google Ads, Bing Ads Facebook Ads and more. Our company prides itself in giving 1 on 1 attention to our clients to help market medicare for their business. Let’s talk about how we can get you more Medicare leads. Get in touch with us today!

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