It depends on where they are at in the process. For example, if they call and say, "I'm turning 65 in 6 months what do I need to do?" I instruct them on how to get enrolled in Medicare and let them know we can at least start the process of determining which route they want to go (Med Supp and PDP or MAPD). This initial call is maybe 10-15 minutes with a follow up email recapping the call and instructions on who to get enrolled in Medicare.
If they call and say they have just enrolled in Medicare, we then get down to which route they want to go. Still not a long call as I will have to get the Scope of Appointment completed for the PDP or MAPD.
Almost always by phone. Occasionally by email.
They always initiate contact. Thems the rules with PDP and MAPD.
I consider them warm since they have been referred to me.
Rarely close on the first call unless they are already enrolled in Medicare and just want a Med Supp. Stupid 48 hour rule prevents the close from happening for PDP and MAPD. Unless of course all of them become "walk-ins".
The amount of time that elapses from first contact to close depends on when their Medicare begins. Some are fairly quick and others are months away. Just got an email over the weekend from a Med Supp client. Wife turns 65 in September. He wanted to know when we should begin the process. I told him once she is enrolled in Medicare, we can complete the app. He emailed back this morning that she already has her Medicare card. We will complete the app tomorrow.
I would say a high percentage are T65, but I get plenty of referrals on people who are looking for another plan.
My answers are all right. I scored a 100 on this test.
