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Elevate Engagement: In-Person Medicare Marketing Ideas and Strategies 

April 10, 2024

As an agent, in-person marketing is critical for lead generation and conversion of your Medicare leads.

But in-person events and one-on-one visits can be stressful too.

In this article, we will offer creative ideas for your face-to-face work as an insurance agent, both one-on-one and in groups.

Marketing Strategy 101: Polish Your Persona and Presentation

Marketing Strategy 101: Polish Your Persona and Presentation

Before you can build your business through creative personal presentation, make sure you are confident and ready to be your best. After all, you are giving potential clients more than just information that could help them, you are offering to build a long-term relationship with them.

Polish Your Persona: Before you look into a potential client’s eyes, take a look in the mirror both figuratively and literally. Grab a book about how to improve your public speaking, go online and search out ways to boost your own confidence, or download an audiobook about how to improve your charisma.

Make sure that your grooming and/or makeup are spot-on. Double-check your attire to ensure that it is not just business appropriate but exemplary. This will reflect your professionalism and attention to detail.

Polish Your Presentation: Go over any notes and apply any of the insights you have gained to improve your presentation. If you have been learning tips about how to improve your public speaking, your confidence will shine. If you have learned how to improve your charisma, your in-person consultations can only improve.

Creative Ideas for Medicare Marketing to Groups

Creative Ideas for Medicare Marketing to Groups

Now that you are confident and ready to present, what groups are best suited for information and networking about Medicare? It’s time to think about your target audience and places they’re most likely to be looking for help.

Here are our top 7 Creative group marketing ideas:

  1. Retirement Community Workshops:
    Offer educational workshops or informational sessions at retirement communities or assisted living facilities. These venues often have residents who are nearing Medicare eligibility or considering changes to their coverage, making them prime audiences for Medicare-related presentations.
  2. Church or Religious Group Presentations:
    Reach out to local churches or religious organizations and offer to speak at their events or meetings. Many church communities have active senior groups who may benefit from learning about Medicare options and navigating the healthcare system.
  3. Veterans’ Organizations:
    Partner with veterans’ groups or organizations to provide information about Medicare benefits and eligibility for retired veterans. Veterans may have specific questions or considerations related to their military service, and representatives can tailor their presentations accordingly.
  4. Employer Retiree Meetings:
    Connect with companies or organizations that offer retiree benefits and request to speak at their retiree meetings or events. Retirees transitioning from employer-sponsored health plans to Medicare may appreciate guidance and support from a knowledgeable representative.
  5. Fitness Classes or Wellness Programs:
    Collaborate with fitness centers, yoga studios, or wellness programs to offer informational sessions on Medicare as part of their regular programming. Seniors attending these classes may be proactive about their health and interested in learning about healthcare options available to them.
  6. Local Senior Interest Groups:
    Identify and reach out to local senior interest groups, hobby clubs, or recreational organizations and offer to give presentations on Medicare-related topics during their meetings or gatherings. These groups provide opportunities to connect with engaged seniors who may be seeking information about healthcare options.
  7. Senior Center Presentations:
    Offer to speak at local senior centers or retirement communities about Medicare enrollment, coverage options, and recent changes to the program. These presentations can attract a captive audience of seniors who are actively seeking information about their healthcare options.

Brainstorm for other opportunities to network in group settings to talk about people’s health and enrollment periods to open doors to turn information into clientele. Before you know it, you will have groups of people willing to meet with you about a Medicare plan.

Creative Ways for an Agent to Market Medicare to Individuals

Creative Ways for an Agent to Market Medicare to Individuals

Medicare sales is about taking care of people. Advertising and hosting group events is a way to help answer questions and give information but it is also a way to reach out and turn information into service.

Here are 5 ideas for creative in-person visits to grow your business:

  1. Virtual Medicare Consultations:
    Many seniors have learned to use virtual visits for their doctor appointments and to see their grandchildren during COVID, Offer virtual “Medicare Consultations” via video conferencing platforms like Zoom or Skype. During these sessions, individuals can receive personalized guidance and recommendations tailored to their Medicare needs, helping them navigate their options and make informed decisions about their healthcare coverage. These virtual consultations are convenient, accessible, and effective for reaching seniors in your target market.
  2. Mobile Medicare Office:
    Transform a vehicle into a “Mobile Medicare Office” equipped with all the necessary resources and technology to conduct in-person consultations on the go. This mobile approach brings the consultation directly to the individual’s doorstep, making it convenient and accessible for those who may have difficulty traveling to a traditional office. By offering in-person consultations, you can provide personalized guidance and support to individuals in your community who are eligible for Medicare or interested in learning more about their coverage options.
  3. Medicare Home Assessment Visits:
    Offer “Medicare Home Assessment Visits” where individuals can request a Medicare representative to visit their home to assess their healthcare needs and coverage options. During the visit, the representative can conduct a thorough evaluation of the individual’s current coverage, review their medical history and healthcare preferences, and provide personalized recommendations tailored to their unique circumstances. These home visits offer a personalized and convenient way for individuals to receive expert guidance and support as they navigate their Medicare options.
  4. Virtual Medicare Information Sessions:
    Host virtual “Medicare Information Sessions” where small groups of individuals can join a video conference call to learn about Medicare-related topics in a casual and interactive setting. Participants can ask questions, share experiences, and receive expert guidance from a Medicare representative, helping them better understand their coverage options and make informed decisions about their healthcare. These virtual sessions are convenient, accessible, and effective for reaching individuals in your target market who may prefer to learn about Medicare from the comfort of their own home.
  5. Medicare Educational Workshops:
    Organize “Medicare Educational Workshops” at local community centers, senior living facilities, or libraries to provide valuable information and resources to individuals who are approaching Medicare eligibility or considering changing their coverage. These workshops can cover a range of topics, including Medicare basics, enrollment periods, coverage options, and cost-saving strategies. By offering educational workshops, you can help individuals in your community better understand their Medicare options and make informed decisions about their healthcare coverage.

These are only a few effective marketing opportunities to generate in-person marketing opportunities for your business. But using these opportunities should improve your referrals and conversion rate as you get more comfortable not only coming up with new ways to get people to talk to you but also more confident in your own ability to turn potential leads in to customers at a high response rate.

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 Get Creative When Marketing Medicare and Medicare Advantage!

Now that you have some new, creative ways to generate opportunities to offer your Medicare products, don’t stop there! Be sure to let all your new contacts know where to find you online and let them know how much you would love to be their local Medicare representative.

And don’t think that our list of innovative ways to get in front of possible clients is exhaustive. Take a minute to brainstorm some ideas of your own. The best Medicare insurance agents are the ones who continue to grow.

And if there is anything else we can do to help you reach your goals, feel free to contact us at any time!

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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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Greg Preite
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