How Long . . .

[MedicareMutt]

It’s Chaz-

When they attend, they have a survey at the end of the presentation and my Calendly link is sent to them as well. 50-60% will schedule an appt with me by phone. The rest that attend, and don’t schedule an appt get sent to my drip campaign. The ones that don’t attend have their own drip as well.

Out of those appts, I’d say half of them are delaying Medicare and that’s perfectly fine with me. I help them delay part B and tell them to reach out to me when they retire. I let them know that they will get my newsletter in case they lose my contact info over the years.

I don’t directly call anyone who doesn’t schedule an appt.

Gotcha. When you say drip ... for attendees and non ... you mean more post cards ..? Your news letter is by regular mail Chaz?

 

[Chazm]

Gotcha. When you say drip ... for attendees and non ... you mean more post cards ..?

I only drip email. And text if they have opted in.

 

[myinsurebiz]

Well if you cold call someone to talk about Medicare, they are at some point gonna want to talk about MAPD and PDP. If you talk about that it is a bait and switch. In fact if you cold call someone and represent companies who offer PDP and MAPD that is illegal to talk to them. CMS is cracking down on cold calling. I learned this information from Chalen at Senior marketing specialist.

Sometimes peeps don't know what they don't know.

 

[somarco]

So what is this guy talking about then. I don't know any agents who just sell supplements.

About 25 seconds into that video he specifically says he is not talking about folks who sell Medigap . . . the rules he cites apply to MA and PDP and he says so.

As @rmhaire there are a few folks on this forum that only sell Medigap and others with Medigap clients as the bulk of their book and only occasionally write MAPD

It depends on your target market and the state(s) you work.

 

[MedicareMutt]

I only drip email. And text if they have opted in.

Let me make sure I got cha ... you start by mailing post cards ... if they attend, you'll probably get their email ... if they don't attend, how do you drip a non attendee ... how would you have THEIR email addresses?

 

[Chazm]

Let me make sure I got cha ... you start by mailing post cards ... if they attend, you'll probably get their email ... if they don't attend, how do you drip a non attendee ... how would you have THEIR email addresses?

I don’t send any mail for my webinars. They attend from Facebook ads.
When they rsvp they have to add their email.

 

[MedicareMutt]

I don’t send any mail for my webinars. They attend from Facebook ads.
When they rsvp they have to add their email.

O.K., that card copy you sent me was an fbook ad ..?

 

[MedicareMutt]

O.K., that card copy you sent me was an fbook ad ..? Wait a minute ... you do webinars AND live seminars ..?

 

[aheff]

is your initial (qualifying) interview with a prospect? Minutes, hours . . .?

Is your first contact by phone, email or in person?

Who initiates the contact? You or them?

Are these cold or warm prospects?

Do you normally close on the first contact or does the same come during a follow up visit? How many contacts does it take, on average, to get the order? How much time elapses between your initial contact and taking the app?

Are most of your prospects T65 or do they currently have a Medicare plan and are just looking to change?

There are no right or wrong answers. This is not open for debate. I am just curious how others work their business.

The road divides immediately. Is this a warm lead or cold? I ONLY work with VERY warm leads, only done through phone and almost all are new to Medicare. First call in 5-10 minutes to see what their situation is and they get the 30 second commercial about me. We determine if Medicare is happening in next 4 months. If so, during this intital call or FU call, I assist them a bit with Medicare Part B. Once Part B is moving along, we schedule a call for that week- 30-45 minutes long. Next call following week is 30 minutes long. Maybe another call following week. Final call/app usually following week or two about 15-30 minutes. Again, this has worked for ME dealing with very warm leads. As you point out, there is no right or wrong; there are many ways to skin a cat.

 

[Chazm]

O.K., that card copy you sent me was an fbook ad ..?

Yeah that might have been from my in person seminars. I haven’t done those since February because I’m lazy.