Medicare leads
Medicare leads screened for eligibility before your agent's time.
Medicare prospects are usually comparing options inside a window: turning 65, the annual enrollment period, a move, or a plan change. Because eligibility and timing decide whether a conversation can go anywhere, most Medicare partners choose live transfers so the campaign agent establishes those facts first.
Recommended format
Live transfers, with web leads as a lower-cost feeder for teams that can screen their own
Eligibility, enrollment period, and current coverage must be known before an agent can help. Screening them on the campaign side protects your licensed agents' time.
Timing: Volume concentrates around the annual enrollment period in the autumn and the open enrollment period early in the year, with a steady turning-65 flow all year. Scope campaign hours and capacity for the peak, then step down.
Screening questions written into the specification
These are the questions partners usually approve for medicare leads. Yours can add, remove, or reword any of them before launch.
- 1Age and Medicare eligibility status
- 2State and county, since plan availability is local
- 3Current coverage: Original Medicare, Advantage, or Supplement
- 4Reason for shopping and the enrollment window that applies
- 5Confirmation the prospect wants to speak with a licensed agent
Who buys medicare leads
- Licensed Medicare agencies with agents available during campaign hours
- Field marketing organizations sourcing transfers for contracted agents
- Call centers focused on turning-65 and annual enrollment campaigns
Confirm with your counsel
- CMS marketing rules, including scope of appointment and the required disclaimers
- Consent and call recording requirements for Medicare calls
- Script review for anything that could be read as a plan recommendation
We follow the rules you set. Legal responsibility for the sale or the case stays with your licensed team.
Questions about medicare leads
Pricing is quoted per campaign after a short discussion of your criteria and territory.
Related
Are Medicare live transfers compliant with CMS rules?
The screening script is reviewed with you and your compliance contact before launch, recordings and disclosures are configured per campaign, and nothing in the script recommends a plan. Compliance responsibility for the sale itself stays with the licensed agent.
Can you run campaigns only during the annual enrollment period?
Yes. Campaigns can be scoped to specific dates, and most partners scale up for the enrollment period and keep a smaller turning-65 campaign running the rest of the year.
Do you separate Advantage and Supplement prospects?
The screening questions capture current coverage and the reason for shopping, and transfers can be routed by product if your agents specialize.
What happens if the prospect is not eligible yet?
Prospects outside the eligibility window are not transferred. If you want them as web leads for a later follow-up, the specification can include that as a separate delivery.
Other insurance lead generation campaigns
Ready when you are
Tell us what you sell. We will build the campaign that brings buyers to you.
Start with a short application or a message. Either way, the first conversation is about your criteria, not a sales pitch.