Automate Your Follow-Ups with the Right System
To maximize your success with aged Medicare leads, you need a system that automates follow-ups and keeps leads engaged.
✅ We recommend: Extreme Autoresponder CRM
This platform helps you automate texts, emails, and follow-up sequences to ensure no lead slips through the cracks. The right automation can make all the difference!
Maximize Your Medicare Lead Potential
Even on their best day, stand-alone long-form real-time leads only close at about 15%. That means 85% or more of these people still need help! Many consumers don’t buy the first time for a variety of reasons:
✔ Their financial situation wasn’t right but may have changed
✔ The previous agent was too pushy, making them hesitant
✔ They were overwhelmed and not ready to decide at that moment
✔ They simply didn’t understand their Medicare options
That’s why a quality control approach works! By reaching out to aged leads strategically, you can uncover the real reason they didn’t sign up and help them get the coverage they need.
Step 1: The Quality Control Call
This isn’t a sales call—this is a quality control follow-up. Approach it with a friendly and professional tone. If the lead tries to hang up, reassure them that you’re simply following up.
Example Script:
📞 “(NAME)? Hi, (NAME), this is (REP) from the quality control department at (Your Company). It looks like you spoke to someone a while back about your Medicare options, but I don’t see that you enrolled. I just wanted to make sure someone was able to help you!”
If they ask, “What is this about?” or “Who are you?” respond:
🗣 “No, I’m not trying to sell you anything. It looks like you spoke to someone about Medicare options, and I JUST want to make sure all your questions were answered. Can you tell me what happened?”
Step 2: The Interview for Information
Once they start talking, let them tell their story. Find out why they didn’t enroll before and what their concerns were.
🔹 Did the previous agent answer all their questions?
🔹 Were they confused about coverage options?
🔹 Were they looking for a better plan but didn’t find the right fit?
If they didn’t enroll:
✅ “I’m glad I called! In the quality control department, I have access to Medicare plans that others may not. Let’s take a look at your options.”
🎯 GO INTO PITCH – Focus on how your plan can meet their needs.
If they did enroll but may be open to changes:
✅ “That’s great! Just to make sure you’re getting the best possible coverage, what plan did they set you up with? I have access to Medicare plans others may not—let’s see if I can get you a better deal.”
🎯 INTERVIEW ABOUT THEIR CURRENT PLAN – See if you can beat it!
Texting Approach: A Soft Touch Follow-Up
This is for informational purposes only. Please check with your legal counsel to ensure texting fits into your marketing plan.
Sample Text Script:
📲 “Hi, is this <name>?”
(If they reply “Yes, who is this?”)
📝 “This is John, I was reaching out to some older Medicare inquiries. I know it’s annoying when people call 😃 Just wanted to check—would you be open to reviewing your Medicare options to see if you can save money?”
(If they engage, send a digital business card or follow up with plan details.)
Why This Works for Medicare Leads
✔ Many seniors don’t enroll the first time because they’re unsure
✔ Financial or health situations may have changed
✔ They may not have received the best offer the first time
✔ A friendly follow-up builds trust and rapport
By using this quality control method, you can rescue aged Medicare leads and turn them into policyholders. It’s all about timing, approach, and putting their needs first.
Need More Medicare Leads?
If you’re looking for high-quality Medicare leads to grow your business, we’ve got you covered. Get in touch today and start connecting with seniors who need your help.