How do you get more Medicare clients?
Get more Medicare clients by reaching beneficiaries quickly, serving more states and carriers, and building referrals from the clients you already have. Add inbound Medicare calls so new beneficiaries reach you during AEP and year-round.
Tactics that work
01Answer fast
Call new Medicare inquiries back within minutes. The first agent to reach a shopper usually gets the conversation.
02Follow up on a schedule
Set a cadence: same day, next day, then a few times over two weeks by call, text and email where you have consent. Stop when they ask.
03Ask for referrals
Ask every happy client for one name at the annual review. Make it easy with a text they can forward.
04Get licensed in more states
Each new non-resident license widens the pool of shoppers you can serve, including from paid calls.
05Add carrier appointments
More appointments mean you can offer more Medicare Advantage and Medigap plans in each county, so fewer conversations end with no fit.
06Set up local SEO
Claim your Google Business Profile, list your services and service area, and ask clients for reviews.
07Add inbound calls as one channel
Inbound calls and live transfers put Medicare shoppers on the phone with your agents. Define your service area, call hours and daily cap, then scale what works.
Frequently asked questions
When is the best time to find new Medicare clients?
AEP is busiest, but people turning 65 and those with special enrollment periods need help all year.
Do Medicare clients give referrals?
Often. Ask at the annual review, when you have just helped them.
Are callers told they are speaking with an agent?
Yes. Callers are told they are being connected to a licensed agent. Your agents handle the required TPMO disclaimer.
Can agencies and FMOs get Medicare calls?
Yes. Individual agents use the agent program; agencies and FMOs use the agency program.
Add inbound calls to your pipeline.
Define your service area, call hours and daily cap.