How Do I Generate Medicare Leads?


If you’re just getting started in the Medicare Insurance Business or if you’ve hit a plateau, you’ve come to the right place to learn how to generate leads. Not only will these ideas help you generate leads, but UIG provides their appointed agents many different tools to help you. There are many avenues you can use to obtain leads for your Medicare business, here are some to get you started.

Medicare Educational Events

Hosting FREE Medicare events for your community can result in many leads. Being able to educate those people already on Medicare, or those approaching 65 on their Medicare options and answering the many questions nearly everyone has, will make you the expert in your area. You’re able to host compliant Medicare Education seminars either in person, or in an online format. UIG can provide you with a Medicare educational presentation to use so you don’t have to recreate the wheel and instead focus your time on educating prospects in your community.

Call Lists and Lead Generation Marketing Materials

Appointed agents can use our FREE T65 (and other ages) call lists to target those in your specified geographic area. These lists will contain phone numbers and addresses, and can target them anyway you’d like. Remember, if you are doing outbound calling Medicare rules state you cannot talk about Medicare Advantage unless the prospect brings it up and then you have them sign a Scope of Appointment (SOA) prior to the conversation. As a UIG agent you have access to our online enrollment and quoting tool which also has the ability for you to e-mail or text a SOA to a prospect immediately. UIG offers a T65 Marketing campaign with pre-designed marketing materials that you are able to use as an added bonus! All you have to do is print and send, we’ve done the hard work for you!

UIG has a discount partnership with Target Leads available to our agents. We have developed direct mail marketing pieces with a business reply card to help you generate leads. A direct mail piece will be sent to prospects in the areas you have selected according to criteria you select, all at a discounted rate.

Community Based Marketing

Establishing yourself and your business as a Medicare resource in your local community will do wonders for your referral base. By developing relationships with your local doctor offices, chamber of commerce, pharmacies, grocery stores, credit unions, churches, even your local YMCA or fitness clubs, you can become a Medicare resource for them. Offering to help them with Medicare and other events will help develop a relationship that will result in leads and referrals. Reach out, ask, and develop the relationships that will take your business to the next level.

UIG as Your Partner

We work alongside you to get you trained, certified and educated on all that goes into being a successful Medicare agent, including a one-on-one mentor relationship. But what you might not know is that we work closely with the top carriers too. Oftentimes the relationships we’ve created with carriers can get you extra marketing dollars to spend, free direct mailers, and sometimes even space at a clinic or other locations to answer Medicare questions. Connecting with your dedicated UIG Broker Sales Specialist will allow you to tap into the many marketing programs and opportunities available to UIG agents!