How do you get more Medicare enrollments?
Get more Medicare enrollments by talking to beneficiaries who are ready and prepared. Answer quickly, have the right plans appointed in each county and use live transfers where callers are pre-screened with their Medicare card in hand.
Tactics that work
01Answer fast
Call new Medicare callers back within minutes. The first agent to reach a shopper usually gets the conversation.
02Start with the card in hand
Live transfer callers are pre-screened with their Medicare card in hand, so your agent can move straight to plan review.
03Add carrier appointments
More appointments mean you can show the plans each beneficiary is comparing, so fewer conversations end with no fit.
04Get licensed in more states
Each new non-resident license widens the pool of shoppers you can serve, including from paid calls.
05Follow 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.
06Ask for referrals
Ask every happy client for one name after enrollment. Make it easy with a text they can forward.
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
What helps a Medicare call turn into an enrollment?
A prepared caller, the right plans appointed in their county and an agent ready to review options on the first call.
Why does card in hand matter?
It saves time on the call and lets your agent move straight to plan review.
Can I choose which plan types I get calls for?
Yes. Tell us whether you sell Medicare Advantage, Medigap or both.
Can I set daily caps for AEP?
Yes. Set call hours and a daily cap that matches how many agents are on the phones.
Add inbound calls to your pipeline.
Define your service area, call hours and daily cap.