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Day 7: Why a Simple Checklist Might Be Your Best Marketing Tool

Most agents overthink their marketing.


They dream about slick videos, big ad campaigns, or websites that look like they cost a fortune. And then they get paralyzed—stuck doing nothing at all.


Here’s the truth: sometimes the most powerful Medicare marketing tool is just… a checklist.


What Works


Lead magnets are free resources you give in exchange for an email address. They’re simple, useful, and they position you as the guide. An expert in your field.


Examples that work every time:


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Day 6: The Reputation That Sells for You

Let’s be honest—seniors don’t pick their Medicare agent because of a slick brochure or a clever Facebook ad. They pick them because they trust them.


And trust isn’t built in one meeting. It’s built in the little things you do that prove you’re more than just another salesperson.


What Works


  • Testimonials (the right kind): Not the “this plan saved me $50 a month” stuff—that’s a CMS headache waiting to happen. Instead: “Mary helped me understand my options without all the jargon.”

  • Online reviews: A handful of Google or Facebook reviews carry more weight than a dozen self-written ads.

  • Trusted advisor messaging: Simple lines like, “I help my neighbors make sense of Medicare,” are more powerful than any tagline dreamed up in a boardroom.


Day 5: Why the Best Medicare Marketing Might Be Around the Corner

Here’s the thing most agents miss: sometimes your best marketing isn’t online.


It’s right down the street.


Think about it. Seniors trust the places they already go—pharmacies, senior centers, fitness classes, even the church basement on bingo night. These places aren’t just part of the community; they are the community.


So what happens when you show up there?


What Works


  • A flyer at the local pharmacy counter: “Confused about Medicare? Here’s what you need to know about AEP.”


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Day 4: How Email Can Quiet the Medicare Marketing Noise

Here’s a little secret: the mailbox isn’t the only place seniors are getting bombarded during AEP.


Their inboxes are full too. Some of it’s junk, some of it’s scams, and most of it is just plain confusing.


So how do you cut through the noise without crossing CMS lines? You send emails that educate, remind, and reassure.


What Works in Medicare Email Marketing


  • Reminders about deadlines. “Annual Enrollment starts October 15th and ends December 7th. Don’t miss your window.”

  • Scam alerts. “If someone calls asking for your Medicare number, hang up. Here’s why.”


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