Medicare leads
If you are a Medicare agent, one thing that you are always looking for is Medicare leads. There are many places you can find leads. The most valuable leads are T-65 leads. These leads are the best to get because insurance carriers pay the highest commissions for new to Medicare enrollments.
Watch a YouTube video on Medicare commission payments
Individuals turning 65 are also a great lead to get because an agent that does their job well, now has a new client on his books for quite a long time to come. As long as the agent provides useful guidance to the beneficiary and ensures they are happy with their plan choice, they can develop a mutually beneficial relationship.
Before you contact anyone, it is very important to understand the CMS rules of how to do it. Click here for details.
Click here to find out about our Medicare lead program.
In reality, many leads sources like online leads, inbound calls and pre-set leads do not produce many T-65 prospects. What they do provide is the contact information for current Medicare beneficiaries. In reality, many of the people already have an agent and are not seeking guidance, although agents may find individuals who are unhappy with their current plan and/or their agent. If you find a valid enrollment period, you can provide the assistance and coverage that the beneficiary is looking for.
If the potential client decides to enlist your assistance as an agent, you may need them to list you as their AOR. Some Insurnace carriers allow clients to designate an agent as AOR even if they do not write a plan at that time. When this happens, you have a client added to your book and can help them change their plan at a later date if it is appropriate. Learn how to make AOR changes.
T-65 Seminars
A great way to meet several individuals turning 65 is by hosting an educational event. Our seminar selling program is an effective tool to provide needed information to the people who need it. This is truly a turn-key program that guarantees agents get in front of T-65 leads. Find out more about the seminar program.
Watch a video on the T-65 seminar program
If you decide to host an educational event, it is important to follow CMS guidelines for hosting an educational event. If you decide to do a sales event, there are specific guidelines to follow as well.
Additionally, Crowe agents can access to a preset lead program. This program provides leads at a very good close ratio.
Watch a video on our preset lead program.
Free leads
Agents who put in the effort to ensure their clients are happy with their coverage choices can easily earn referrals. In order to ensure clients are happy, agents must be in contact with their clients and go over new plan options each year during the AEP. As well as other times during the year to maintain the relationship and ensure clients are happy and do not seek answers to Medicare questions elsewhere.
Read more about how to get Medicare referrals
Establish relationships with other local professionals
It is a great idea to introduce yourself to healthcare professionals, doctors and clinics in your area as well as other professionals who work with clients that may need your advice. Once they know you and are aware of the services you provide, it is easy to build a partnership and open doors to new lead prospects. This will help establish you as a knowledgeable resource for anyone who needs advice.