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5 Essential Components of a Medicare Sales Funnel

September 7, 2021

Every Medicare sales agent should establish a Medicare sales funnel. Your sales funnel will gather leads, educate and influence them, and gradually move them to the bottom of the funnel where a decision will be made. When all goes right, this decision leads to a sale.

And the great thing about sales funnels today is that you can establish digital methods that work around the clock for your business! No matter what you’re doing – sleeping, vacationing, or working on another prospect – your sales funnel is working hard for you.

So, how do you set up this Medicare sales process, and how does it bring you results? First, you must understand the five basic components of your Medicare sales funnel…

A “One-Liner”. Invite your audience to be curious about what you have to offer (in this case, Medicare plans). Ask yourself about their problems and concerns, and how you can solve those for them. Those two questions will help to create an enticing one-liner that grabs attention and makes your leads want to learn more.

A Website. Your website provides the digital space to attract leads and interact with them. And of course, you want prospects to stay on your website and return in the future. So, your website must be designed to show up in search engine results, and be user-friendly so that readers feel comfortable using it.

A Lead Generating Offer. How do you make permanent contact with your leads? A good lead generator offers something that they want, in exchange for their contact information. You must choose an offer that appeals to your specific demographic (Medicare beneficiaries) and that feels worthwhile in exchange for filling out a brief form.

Now that you have successfully gathered their contact information, you must learn to draft two different types of emails to continue the conversation with your leads…

Sales Emails. Once leads are sufficiently educated on their options, it is time to prompt a decision. Sales emails demonstrate why your company is their best choice for helping them explore their Medicare options, and convince them that you have the answers to their dilemma.

Nurturing Emails. These emails provide value for leads, answer their questions, and help you to maintain a connection with them. Essentially, you want to use these emails to hold their attention and keep your company’s name “top of mind” for prospects.

Each of these components are equally important, and dovetail together to create a perfect, automatic sales funnel that works even while you sleep. Luckily, Medicare Marketing 24/7 provides all of the “pieces” you need for an effective sales funnel.  We’ve invested the time, research, and money into building a sales funnel that you can have up and running in a matter of days!  Contact us for more details.

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The marketing advice offered in this article has not been reviewed or approved by the Centers for Medicare & Medicaid Services (CMS). Readers are advised to consult with appropriate legal and compliance professionals to ensure alignment with regulatory guidelines. The content is intended for informational purposes only and should not be considered as official CMS guidance.

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