Medicare Advantage Marketing Ideas
Participate In Local Events
It is always a great idea to get out there in the community. This helps people see you and know you are a resource. If you come across as someone who is knowledgeable and caring, your interactions will result in leads. Senior centers or local soup kitchens or any event where you can offer educational guidance or answer questions is an opportunity to build a relationship and your reputation in the community.
Host An Educational Event
This is the same idea as volunteering at local events. You have an opportunity to provide Medicare beneficiaries useful information and present yourself as a valuable community resource. Educational events like in-person seminars or online webinars offer more than one way to provide information to those who need it. It is important to note, there are specific rules put in place by CMS that you must follow when you host an event.
Please remember, hosting an event is not usually free of charge. The venue may charge you for use of their facility as well as the price of providing snacks or generic print materials you provide to attendees. It is important to know; you may not spend more than $15 per person on snacks. There may be a cost for hosting a webinar as well. You may need to pay for zoom meetings or some other online webinar tools. This might depend on the number of attendees.
To see how to host a compliant educational event; click here
Learn the rules for hosting a sales event
Client Referrals
Agents who build good relationships with their clients and provide good service, will undoubtedly receive referrals. It is not a bad idea to actually ask for referrals from your clients. Just be sure you make the request in a tactful way. Medicare clients have friends, co-workers and relatives and everyone is looking for a trusted person to help navigate the complicated world of Medicare.
This is a great source for leads and costs the agent nothing.
Social Media Platforms
Because there are so many people using social media these days, social media is a great way to get information out to large numbers of people quickly. Many seniors use Facebook on a daily basis and are the number of seniors who use it is growing. This means, Facebook is a good tool to communicate with potential clients. If you post useful tips and information for Medicare beneficiaries to use, you will establish yourself as an authority on Medicare and this will lead to more business and a growing Medicare book. You can also join online groups to become part of their community and a valued resource.
There are other social media platforms you can use such as YouTube, Instagram Twitter/X, LinkedIn, TikTok or Snapchat ; just to name a few that come to mind. Some of these are better than others for reaching out to seniors. Many agents find YouTube a good way to present valuable information to a wide audience. Whatever social media outlet you choose, they are a great no-cost way to gain name recognition.
Click here to watch some free Medicare training videos on our YouTube channel
Build A Business Website
If you are serious about having your own business, it is important to to have a website. This tool helps give you professional credibility as well as provides an overview of the services you offer and any other information you want to provide to those seeking assistance with their Medicare coverage.
There are many low cost ways to get your website set up including GoDaddy or Google. Crowe agents receive free help with their website and logo design through the talented design team at Pinnacle.
Crowe or Pinnacle agents can use this link to request design services
Find out the other benefits of working with Crowe
Email Marketing
Email is another low cost way to reach potential clients. There are several companies that provide this service such as; Campaigner, GetResponse, Salesforce, HubSpot, Constant Contact, MailChimp, Brevo or Omnisend. Each of these services offers different features such as; lead capture forms, marketing analytics and design help to name a few. The important thing to remember is to remain compliant with all CMS regulations before sending out a mass email. This includes providing all email recipients with an easy way to opt out of future emails.
Take a look at the CMS marketing guidelines
Compliance
Please note: advertisements intended to draw a beneficiary’s attention to an MA plan or plans and includes content about; plan premiums, cost sharing, or benefit information(this includes those that do not mention a specific plan by name even when advertisements include multiple MA organizations), it MUST be submitted to CMS for approval before it is sent out.
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