Medicare Marketing Strategies

Social Media Tips for Health Insurance Agents

June 6, 2023
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Social media is a powerful tool that has changed the way insurance agents interact with their customers.

As a Medicare insurance agent, you should leverage the internet to increase your social media presence and build relationships with your customers.

In this article, we’ll provide useful social media tips and strategies that can help insurance agents achieve these goals, improve lead generation, and set themselves apart from others in the health care field who aren’t making the most of social media.

Establish an Online Presence

It’s essential to have a strong online presence to connect with your customers and showcase your Medicare and health insurance services.

The first step to establishing your digital footprint is creating a website. A website will give your customers an online destination to learn more about your business, book appointments, or get in touch.

With Medicare Marketing 24/7, creating a professional website is easier than ever. Our turn-key marketing platform will get you up and running quickly so you can focus on serving your existing customers while still generating leads.

The second step is to promote your site across different social media platforms to increase its visibility. With a strong digital presence, you can elevate your Medicare business, create brand awareness, and build a large (and loyal) customer base.

Choose the Right Social Media Account for Medicare Outreach

The success of social media marketing largely depends on the platforms you choose.

There are many social media networks and online profiles used by businesses such as

  • Facebook
  • Instagram
  • Twitter
  • LinkedIn
  • Youtube
  • Snapchat
  • TikTok
  • Google My Business

Each social media platform has its strengths and weaknesses, so it’s important to select the one that aligns with your marketing objectives.

Know Your Audience and Demographic

This might seem obvious, but it cannot be overstated. First, identify the social media platforms that your target audience uses most frequently.

Once you know where your prospects are likely to be found, tailor your content to suit their needs and interests.

  • Since your audience is mostly made up of retirees, you might want to share information about Medicare on your website, Facebook, and via a monthly newsletter.
  • If you’re targeting younger adults who might be more interested in learning about how to best manage health insurance and Medicare for their aging parents, you would focus your marketing on platforms such as Instagram or Snapchat.
  • If you’re building referral relationships with financial advisors or estate planners, you might want to focus your efforts on LinkedIn to build a larger network of professional affiliations.

Social networks change and evolve over time, so it’s important to stay current on which platforms are being used by your primary audience.

Create Engaging Content

The key to providing value to prospects and customers is to post useful and relevant information regularly.

Keep your followers interested by providing information on the topics they care about.

Social media users don’t want to be bombarded with advertisements and sales pitches. Instead of pushing people to buy Medicare plans, focus on educating them about the products and services available. Share tips on how they can stay healthy, attend community events, and how to find the right insurance plan to meet their needs.

Your customers want to save money on their healthcare expenses and secure the best insurance policy for their specific situation. When you provide education and value to your audience, they will see you as a trusted advisor, making them more likely to work with you in the future.

Pay Attention to Trends in Medicare and Life Insurance

Staying on top of trends in healthcare is essential for creating informative and engaging posts.

With new developments and breakthroughs happening constantly, it’s crucial to have your finger on the pulse of the industry. Not only does this keep your content fresh and relevant, but it also allows you to provide valuable insights and perspectives to your audience.

As healthcare continues to evolve, staying current on Medicare plans and other industry trends helps establish you as a thought leader in the field. In doing so, you’ll ensure your content stands out from other insurance agents in an ever-changing landscape.

Use Social Media Advertising

Social media offers an advertising utility that can be a powerful tool, allowing you to reach a much wider audience and target specific demographics as opposed to organic influence and growth.

You can create ads for specific age groups, income brackets, or geographical locations, ensuring that your message reaches the right people or those who wouldn’t have typically found your posts in their feed.

Additionally, you can use ads to reach people who have previously interacted with your content or visited your website.

Utilize Visuals Related to Your Medicare Services

People engage more with visual content than with text alone.

Visuals also help break up the monotony of purely text-based posts, ensuring that your audience stays interested in your message.

When you post on social media, make sure to include images, GIFs, videos, infographics, and other types of visuals to add more impactful elements to your posts.

These will make your content more interesting and shareable, increasing its reach, engagement rates, and impact.

Be Consistent and Post Regularly

Regular posting is the key to creating brand recognition and increasing your following on social media.

Your followers want to hear from you regularly, not just once in a while.

There are tens of thousands of other influencers vying for your audience’s attention so stay disciplined, set a schedule for posting, and stick to it.

This will help your audience know when to expect new content from you and make it easier for them to engage with you. You do not need to post every day, but at least once a week is recommended.

Keep it Professional and Stay Relevant

Social media is a casual platform, but that does not mean you should be flippant or unprofessional and post about your personal life.

Always maintain a tone that is appropriate for your industry and avoid the temptation to weigh in on controversial subjects that might alienate a significant portion of your audience.

Remember that anything you post on social media can be seen by anyone, including your current and prospective clients, so be careful about what you share.

Analyze Data & Adjust Your Strategy

Keeping track of your social media metrics is crucial to understanding the effectiveness of your marketing efforts. You can use tools such as Google Analytics or social media analytics to monitor your followers, engagement rates, click-through rates, and conversion rates.

This data can help you determine what’s working and what needs improvement, allowing you to refine your social media strategy.

Your team at Medicare Marketing 24/7 has taken the steps to implement advanced tracking across our website and newsletter platform. This data allows us to better serve you with current information and relevant content for your target audience.

The Conclusion on Driving Social Media Traffic for Insurance Agents

In today’s digital age, marketing rules are changing rapidly, and a social media presence is an indispensable tool for insurance agents.

By choosing the right social platforms and marketing materials, you can

  • Diversify your marketing across multiple social media accounts.
  • Drive traffic by creating engaging content and interacting with your followers.
  • Leverage social media advertising to boost your reach.
  • Ensure you’re tracking your results to make informed decisions
  • Produce helpful content by following these marketing rules.
  • Increase your reach and build lasting relationships with your customers.

Take your health insurance business to new heights with an effective social media strategy and be sure to check back here often for more Medicare marketing tips.

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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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“Our team has over a decade of experience working to help insurance agents grow their business online.  We understand your needs and are committed to keeping you on the forefront of technology.  The digital world continues to expand and we enable you to expand with it.”
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Greg Preite
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Medicare Marketing 24/7
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Privacy Policy
Last updated December 28, 2022

This privacy notice for The Digital Advisor, LLC (“Company,” “we,” “us,” or “our“), describes how and why we might collect, store, use, and/or share (“process“) your information when you use our services (“Services“), such as when you:

  • Visit our website at https://medicaremarketing247.com, or any website of ours that links to this privacy notice
  • Engage with us in other related ways, including any sales, marketing, or events

Questions or concerns? Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at support@medicaremarketing247.com.

SUMMARY OF KEY POINTS

This summary provides key points from our privacy notice, but you can find out more details about any of these topics by clicking the link following each key point or by using our table of contents below to find the section you are looking for.

What personal information do we process?
When you visit, use, or navigate our Services, we may process personal information depending on how you interact with The Digital Advisor, LLC and the Services, the choices you make, and the products and features you use.

Do we process any sensitive personal information?
We do not process sensitive personal information.

Do we receive any information from third parties?
We do not receive any information from third parties.

How do we process your information?
We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent. We process your information only when we have a valid legal reason to do so.

In what situations and with which parties do we share personal information?
We may share information in specific situations and with specific third parties.

How do we keep your information safe?
We have organizational and technical processes and procedures in place to protect your personal information. However, no electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information.

What are your rights?
Depending on where you are located geographically, the applicable privacy law may mean you have certain rights regarding your personal information.

How do you exercise your rights?
The easiest way to exercise your rights is by contacting us. We will consider and act upon any request in accordance with applicable data protection laws.

Want to learn more about what The Digital Advisor, LLC does with any information we collect?

1. What Information Do We Collect?

Personal information you disclose to us
In Short: We collect personal information that you provide to us. We collect personal information that you voluntarily provide to us when you register on the Services, express an interest in obtaining information about us or our products and Services, when you participate in activities on the Services, or otherwise when you contact us.

Personal Information Provided by You. The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the products and features you use. The personal information we collect may include the following:

  • names
  • phone numbers
  • email addresses

Sensitive Information. We do not process sensitive information.

All personal information that you provide to us must be true, complete, and accurate, and you must notify us of any changes to such personal information.

Information automatically collected

In Short: Some information — such as your Internet Protocol (IP) address and/or browser and device characteristics — is collected automatically when you visit our Services.

We automatically collect certain information when you visit, use, or navigate the Services. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Services, and other technical information. This information is primarily needed to maintain the security and operation of our Services, and for our internal analytics and reporting purposes.

The information we collect includes:

  • Log and Usage Data. Log and usage data is service-related, diagnostic, usage, and performance information our servers automatically collect when you access or use our Services and which we record in log files. Depending on how you interact with us, this log data may include your IP address, device information, browser type, and settings and information about your activity in the Services (such as the date/time stamps associated with your usage, pages and files viewed, searches, and other actions you take such as which features you use), device event information (such as system activity, error reports (sometimes called “crash dumps”), and hardware settings).
  • Device Data. We collect device data such as information about your computer, phone, tablet, or other device you use to access the Services. Depending on the device used, this device data may include information such as your IP address (or proxy server), device and application identification numbers, location, browser type, hardware model, Internet service provider and/or mobile carrier, operating system, and system configuration information.
  • Location Data. We collect location data such as information about your device’s location, which can be either precise or imprecise. How much information we collect depends on the type and settings of the device you use to access the Services. For example, we may use GPS and other technologies to collect geolocation data that tells us your current location (based on your IP address). You can opt out of allowing us to collect this information either by refusing access to the information or by disabling your Location setting on your device. However, if you choose to opt out, you may not be able to use certain aspects of the Services.

2. How Do We Process Your Information?

In Short: We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent.

We process your personal information for a variety of reasons, depending on how you interact with our Services, including:

  • To facilitate account creation and authentication and otherwise manage user accounts. We may process your information so you can create and log in to your account, as well as keep your account in working order.
  • To deliver and facilitate delivery of services to the user. We may process your information to provide you with the requested service.
  • To respond to user inquiries/offer support to users. We may process your information to respond to your inquiries and solve any potential issues you might have with the requested service.
  • To send administrative information to you. We may process your information to send you details about our products and services, changes to our terms and policies, and other similar information.
  • To send you marketing and promotional communications. We may process the personal information you send to us for our marketing purposes, if this is in accordance with your marketing preferences. You can opt out of our marketing emails at any time. For more information, see “WHAT ARE YOUR PRIVACY RIGHTS?” below).
  • To deliver targeted advertising to you. We may process your information to develop and display personalized content and advertising tailored to your interests, location, and more.
  • To evaluate and improve our Services, products, marketing, and your experience. We may process your information when we believe it is necessary to identify usage trends, determine the effectiveness of our promotional campaigns, and to evaluate and improve our Services, products, marketing, and your experience.
  • To determine the effectiveness of our marketing and promotional campaigns. We may process your information to better understand how to provide marketing and promotional campaigns that are most relevant to you.

3. when And with Whom Do We Share Your Personal Information?

In Short: We may share information in specific situations described in this section and/or with the following third parties.

We may need to share your personal information in the following situations:

  • Business Transfers. We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.

4. How Long Do We Keep Your Information?

In Short: We keep your information for as long as necessary to fulfill the purposes outlined in this privacy notice unless otherwise required by law.

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy notice, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements). No purpose in this notice will require us keeping your personal information for longer than the period of time in which users have an account with us.

When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize such information, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.

5. How Do We Keep Your Information Safe?

In Short: We aim to protect your personal information through a system of organizational and technical security measures.

We have implemented appropriate and reasonable technical and organizational security measures designed to protect the security of any personal information we process. However, despite our safeguards and efforts to secure your information, no electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information. Although we will do our best to protect your personal information, transmission of personal information to and from our Services is at your own risk. You should only access the Services within a secure environment.

6. Do We Collect Information from Minors?

In Short: We do not knowingly collect data from or market to children under 18 years of age.

We do not knowingly solicit data from or market to children under 18 years of age. By using the Services, you represent that you are at least 18 or that you are the parent or guardian of such a minor and consent to such minor dependent’s use of the Services. If we learn that personal information from users less than 18 years of age has been collected, we will deactivate the account and take reasonable measures to promptly delete such data from our records. If you become aware of any data we may have collected from children under age 18, please contact us at support@medicaremarketing247.com.

7. WHAT ARE YOUR PRIVACY RIGHTS?

In Short:  You may review, change, or terminate your account at any time.

If you are located in the EEA or UK and you believe we are unlawfully processing your personal information, you also have the right to complain to your local data protection supervisory authority. You can find their contact details here: https://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm.

If you are located in Switzerland, the contact details for the data protection authorities are available here: https://www.edoeb.admin.ch/edoeb/en/home.html.

Withdrawing your consent: If we are relying on your consent to process your personal information, which may be express and/or implied consent depending on the applicable law, you have the right to withdraw your consent at any time. You can withdraw your consent at any time by contacting us by using the contact details provided in the section “HOW CAN YOU CONTACT US ABOUT THIS NOTICE?” below.

However, please note that this will not affect the lawfulness of the processing before its withdrawal nor, when applicable law allows, will it affect the processing of your personal information conducted in reliance on lawful processing grounds other than consent.

Opting out of marketing and promotional communications: You can unsubscribe from our marketing and promotional communications at any time by clicking on the unsubscribe link in the emails that we send, or by contacting us using the details provided in the section “HOW CAN YOU CONTACT US ABOUT THIS NOTICE?” below. You will then be removed from the marketing lists. However, we may still communicate with you — for example, to send you service-related messages that are necessary for the administration and use of your account, to respond to service requests, or for other non-marketing purposes.

Account Information

If you would at any time like to review or change the information in your account or terminate your account, you can:

  • Contact us using the contact information provided.

Upon your request to terminate your account, we will deactivate or delete your account and information from our active databases. However, we may retain some information in our files to prevent fraud, troubleshoot problems, assist with any investigations, enforce our legal terms and/or comply with applicable legal requirements.

If you have questions or comments about your privacy rights, you may email us at support@medicaremarketing247.com.

8. Controls for Do-Not-Track Features

Most web browsers and some mobile operating systems and mobile applications include a Do-Not-Track (“DNT”) feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored and collected. At this stage no uniform technology standard for recognizing and implementing DNT signals has been finalized. As such, we do not currently respond to DNT browser signals or any other mechanism that automatically communicates your choice not to be tracked online. If a standard for online tracking is adopted that we must follow in the future, we will inform you about that practice in a revised version of this privacy notice.

9. Do California Residents Have Specific Privacy Rights?

In Short: Yes, if you are a resident of California, you are granted specific rights regarding access to your personal information.

California Civil Code Section 1798.83, also known as the “Shine The Light” law, permits our users who are California residents to request and obtain from us, once a year and free of charge, information about categories of personal information (if any) we disclosed to third parties for direct marketing purposes and the names and addresses of all third parties with which we shared personal information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to us using the contact information provided below.

If you are under 18 years of age, reside in California, and have a registered account with Services, you have the right to request removal of unwanted data that you publicly post on the Services. To request removal of such data, please contact us using the contact information provided below and include the email address associated with your account and a statement that you reside in California. We will make sure the data is not publicly displayed on the Services, but please be aware that the data may not be completely or comprehensively removed from all our systems (e.g., backups, etc.).

CCPA Privacy Notice

The California Code of Regulations defines a “resident” as:

(1) every individual who is in the State of California for other than a temporary or transitory purpose and
(2) every individual who is domiciled in the State of California who is outside the State of California for a temporary or transitory purpose

All other individuals are defined as “non-residents.”

If this definition of “resident” applies to you, we must adhere to certain rights and obligations regarding your personal information.

What categories of personal information do we collect?

We have collected the following categories of personal information in the past twelve (12) months:

CategoryExamplesCollected
A. IdentifiersContact details, such as real name, alias, postal address, telephone or mobile contact number, unique personal identifier, online identifier, Internet Protocol address, email address, and account nameYES
B. Personal information categories listed in the California Customer Records statuteName, contact information, education, employment, employment history, and financial informationYES
C. Protected classification characteristics under California or federal lawGender and date of birthNO
D. Commercial informationTransaction information, purchase history, financial details, and payment informationNO
E. Biometric informationFingerprints and voiceprintsNO
F. Internet or other similar network activityBrowsing history, search history, online behavior, interest data, and interactions with our and other websites, applications, systems, and advertisementsNO
G. Geolocation dataDevice locationNO
H. Audio, electronic, visual, thermal, olfactory, or similar informationImages and audio, video or call recordings created in connection with our business activitiesNO
I. Professional or employment-related informationBusiness contact details in order to provide you our Services at a business level or job title, work history, and professional qualifications if you apply for a job with usNO
J. Education InformationStudent records and directory informationNO
K. Inferences drawn from other personal informationInferences drawn from any of the collected personal information listed above to create a profile or summary about, for example, an individual’s preferences and characteristicsNO

We may also collect other personal information outside of these categories through instances where you interact with us in person, online, or by phone or mail in the context of:

  • Receiving help through our customer support channels;
  • Participation in customer surveys or contests; and
  • Facilitation in the delivery of our Services and to respond to your inquiries.

How do we use and share your personal information?

More information about our data collection and sharing practices can be found in this privacy notice.

You may contact us by email at support@medicaremarketing247.com, by visiting https://medicaremarketing247.com/contact-us/, or by referring to the contact details at the bottom of this document.

If you are using an authorized agent to exercise your right to opt out we may deny a request if the authorized agent does not submit proof that they have been validly authorized to act on your behalf.

Will your information be shared with anyone else?

We may disclose your personal information with our service providers pursuant to a written contract between us and each service provider. Each service provider is a for-profit entity that processes the information on our behalf.

We may use your personal information for our own business purposes, such as for undertaking internal research for technological development and demonstration. This is not considered to be “selling” of your personal information.

The Digital Advisor, LLC has not disclosed or sold any personal information to third parties for a business or commercial purpose in the preceding twelve (12) months. The Digital Advisor, LLC will not sell personal information in the future belonging to website visitors, users, and other consumers.

Your rights with respect to your personal data

Right to request deletion of the data — Request to delete

You can ask for the deletion of your personal information. If you ask us to delete your personal information, we will respect your request and delete your personal information, subject to certain exceptions provided by law, such as (but not limited to) the exercise by another consumer of his or her right to free speech, our compliance requirements resulting from a legal obligation, or any processing that may be required to protect against illegal activities.

Right to be informed — Request to know

Depending on the circumstances, you have a right to know:

  • whether we collect and use your personal information;
  • the categories of personal information that we collect;
  • the purposes for which the collected personal information is used;
  • whether we sell your personal information to third parties;
  • the categories of personal information that we sold or disclosed for a business purpose;
  • the categories of third parties to whom the personal information was sold or disclosed for a business purpose; and
  • the business or commercial purpose for collecting or selling personal information.

In accordance with applicable law, we are not obligated to provide or delete consumer information that is de-identified in response to a consumer request or to re-identify individual data to verify a consumer request.

Right to Non-Discrimination for the Exercise of a Consumer’s Privacy Rights

We will not discriminate against you if you exercise your privacy rights.

Verification process

Upon receiving your request, we will need to verify your identity to determine you are the same person about whom we have the information in our system. These verification efforts require us to ask you to provide information so that we can match it with information you have previously provided us. For instance, depending on the type of request you submit, we may ask you to provide certain information so that we can match the information you provide with the information we already have on file, or we may contact you through a communication method (e.g., phone or email) that you have previously provided to us. We may also use other verification methods as the circumstances dictate.

We will only use personal information provided in your request to verify your identity or authority to make the request. To the extent possible, we will avoid requesting additional information from you for the purposes of verification. However, if we cannot verify your identity from the information already maintained by us, we may request that you provide additional information for the purposes of verifying your identity and for security or fraud-prevention purposes. We will delete such additionally provided information as soon as we finish verifying you.

Other privacy rights

  • You may object to the processing of your personal information.
  • You may request correction of your personal data if it is incorrect or no longer relevant, or ask to restrict the processing of the information.
  • You can designate an authorized agent to make a request under the CCPA on your behalf. We may deny a request from an authorized agent that does not submit proof that they have been validly authorized to act on your behalf in accordance with the CCPA.
  • You may request to opt out from future selling of your personal information to third parties. Upon receiving an opt-out request, we will act upon the request as soon as feasibly possible, but no later than fifteen (15) days from the date of the request submission.

To exercise these rights, you can contact us by email at support@medicaremarketing247.com, by visiting https://medicaremarketing247.com/contact-us/, or by referring to the contact details at the bottom of this document. If you have a complaint about how we handle your data, we would like to hear from you.

10. Do We Make Updates to This Notice?

In Short: Yes, we will update this notice as necessary to stay compliant with relevant laws.

We may update this privacy notice from time to time. The updated version will be indicated by an updated “Revised” date and the updated version will be effective as soon as it is accessible. If we make material changes to this privacy notice, we may notify you either by prominently posting a notice of such changes or by directly sending you a notification. We encourage you to review this privacy notice frequently to be informed of how we are protecting your information.

11. How Can You Contact Us About This Notice?

If you have questions or comments about this notice, you may email us at support@medicaremarketing247.com or by post to:

The Digital Advisor, LLC
31915 Rancho California Rd.
#200-246
Temecula, CA 92591
United States

12. How Can You Review, Update, or Delete the Data We Collect from You?

You have the right to request access to the personal information we collect from you, change that information, or delete it. To request to review, update, or delete your personal information, please contact us.