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Cold Calling Tips to Sell Medicare Supplements

1/22/2021

9 Comments

 
Cold calling isn't dead, and although it may get tiresome, it's still an effective way to grow your client base. Below are our best tips for cold calling Medicare eligible prospects. Remember to be mindful of their time, and don't be pushy. No one likes a sales-y approach. Introduce yourself and explain why you're calling and how you can educate and assist your potential client.
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  • Make a habit of cold calling 20-30 people a day.
  • Call on weekends! Yes, 65 year olds still work. They're not all retired.
  • Don't get frustrated! "Nos" lead to "Yesses"!
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  • When you get a "yes", set up a Zoom meeting with the client.
  • Email one of our customized Medicare Supplement fact sheets to them to help them understand the basics of Medicare and why they need supplemental insurance.
  • Confirm your meeting time and date with them and send the email invite.
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  • Keep Medicare simple during the virtual meeting. Don't over-complicate it, and be sure to address any questions or concerns they may have.
  • Use our Resource for Rates tool to run quotes for your client. Don't forget to ask about household discounts and underwriting questions.
  • Email a comparison report of the best carriers and plans to your client, and select a policy with them that best meets their specific needs. 
  • Submit the e-App with the carrier and stay updated on its status.
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  • Follow up with your client after the policy is submitted and inforce.
  • Ask your client about their Life insurance and Long-term Care needs and cross-sell if there's a need.
  • Ask them for a referral and a Google review to continue to grow your client base.
By Carolyn Portanova
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9 Comments
Jake link
2/24/2021 11:23:31 pm

Wow! Such a great article you have there especially now.I hope you will post more articles soon. Thank you.
Thanks and Keep sharing. Keep safe.

Reply
Carolyn Portanova link
8/20/2021 11:09:09 am

Thank you, Jake! We're glad you found it to be helpful!

Reply
medicare in pennsylvania link
7/7/2021 04:52:54 am

I’ve been surfing the web for more than an hour today, yet I was unable to find any stunning articles like this one. It’s alluringly worth it for me. Keep posting more such amazing blogs.

Reply
what is medicare link
7/21/2021 05:19:11 am

Thanks for sharing such great information. It is really helpful to me. I always search to read the quality content and finally I found your post. Keep it up, keep posting!

Reply
blue cross medicare advantage link
8/18/2021 05:16:27 am

Usually, I never comment on blogs, but your article is so convincing that I never stop myself from saying something about it. You’re doing a great job Man, Keep it up.

Reply
blue cross medicare advantage link
9/27/2021 10:13:28 pm

Very interesting and thanks for sharing such a good blog. Your article is so convincing that I never stop myself from saying something about it. You’re doing a great job. Keep it up.

Reply
Victoria Addington link
8/11/2022 11:36:24 am

It's good to know that a habit of cold calling multiple people a day can help increase agent leads. My friend wants to grow her client base. I think that's possible through the help of a firm that specializes in medicare agent leads.

Reply
John Carston link
9/1/2022 01:54:18 am

I like that you said that it is important to carefully allow your clients to choose and avoid rushing them. My mother told me last night that she was planning to fix her Medicare supplemental insurance for the benefits of it, and she asked if I had any idea what would be the best option to do. Thank you for the information, I'll be sure to consult a trusted Medicare insurance service as they can help us with our concerns.

Reply
Steve Smith link
3/7/2023 07:13:22 pm

I'm glad you talked about how traditional Medicare should be understood clearly for better planning options. After moving to our current area, my aunt told me she hoped to find an insurance solution to help make the most out of her Medicare insurance health plans for her healthcare needs. You did a great job of explaining. I'll tell her that consulting a Medicare supplement insurance broker can help her with the right planning. I’ll share this with her.

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    Carolyn Portanova is the Director of Marketing at The Brokerage Resource and has been with the firm since 2012. 

    She oversees all marketing and communications for the organization and works closely with the firm's independent agents and advisors to help them promote their own brands.

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