2024 Agent Marketing Plan
Craft a plan for success!
Agent Name
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First Name
Last Name
What is Your MEDICARE Commission Goals? (In Dollars $)
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All products, Avg Comp: Medicare $500, Hospital Indemnity $400, Final Expense $600+, Annuity $7,000 etc.
What's your Medicare Advantage Sales Goal #?
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Your Targeted Gross "Marketing Budget" for Lead Generation (Mailers, Ads, Expos, Leads, Etc.)
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Our Sales Managers will contact you to see how much is eligible for 50-100% Carrier COOP Funding Reimbursement/Up Front Pay!
How much COOP$ Marketing Money would you like? (ie: $1k, $10k+?)
What are Your Preferred Lead Sources for COOP Funding?
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Mailers
Referrals
I don't buy leads or run ads
Facebook/Social Media Leads
Digital Leads
Live Call Transfer Leads
Newspaper Ads
Events/Seminars/Expos
What do you need info on to surge your sales to the next level?
LEADPRO Lead Marketplace App (150+ Vendors High Quality Leads)
DEVOTED, or Alignment, or BCBS New Mexico, or MOLINA Medicare Contracting
Ringless Voicemail Tech for Sales Generation (Send 500+ Voicemails 1-Click)
Mass Texting Tech for Sales Generation (Connect with 500+ Clients/Leads 1-Click)
AMDA Disability Opportunity Information
Hospital Indemnity Insurance Contracting/Training (Double Your MAPD Commissions in 15 minutes)
RSVP Information for AEP National Roadshows
Help 2025 Certification Information by Carrier
Who have you developed a robust Medicare referral relationship with? (common successes below - pick all that apply)
Auto/Home P&C Agent
Doctors Offices
Accountants & Tax Offices
Financial Advisors
Life Insurance Agents
Disability Groups
Networking Groups
Hearing Aid Offices
Caregiver Facilities
Dentist Offices
What can Advocate do to help you grow more?
Any additional comments, questions?
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