Your Medicare Solutions/How to Enroll your First 1000 Clients as an Independent Medicare Agent

  • $799

How to Enroll your First 1000 Clients as an Independent Medicare Agent

  • Course
  • 63 Lessons

Want to learn how to grow your Medicare health insurance business? Curious about the low cost, simple, high value strategies and tools we use in our business every day? The answers to those questions are right here. We will teach you step-by-step how we built our Medicare business as independent agents with seniors in our community. We will be offering monthly live Q&A sessions to answer your questions.

Contents

How We've Built our Business

This section is dedicated to sharing and teaching how to brand yourself, obtain and connect with leads, network, and grow your business.

Course Introduction
  • 2 mins
  • 13.1 MB
Branding: Yourself and Your Business
  • 10 mins
  • 71.2 MB
Leads List: Leads Please
  • 7 mins
  • 19.1 MB
Postcard Design Philosophy
  • 14 mins
  • 45.8 MB
Automated Postcard Drip Campaign: Mailing at 7, 5, and 3 Months
  • 9 mins
  • 20 MB
Uploading Leads into Mailbox Power
  • 7 mins
  • 21.7 MB
Continuing the Relationship with Cards Throughout the Year
  • 6 mins
  • 12.9 MB
Booking the Appointment
  • 9 mins
  • 74.8 MB
Educating Potential Clients about Medicare
  • 25 mins
  • 40.6 MB
The Importance of Boundaries in your Business and Client Trust
  • 10 mins
  • 84.6 MB
Educational Seminars
  • 16 mins
  • 130 MB
How to Successfully Network
  • 13 mins
  • 185 MB
Q&A: Your Questions Answered
  • 15 mins
  • 226 MB

Here are some Documents that we Use in Our Business

Please fell free to download these documents and implement them in your business.

Medicare 101 Document - PowerPoint - PPTX
  • 178 KB
Medicare 101 Document - PDF
  • 217 KB
The Email we Send to Potential Clients to Book an Appointment
  • 13 KB
Scope of Appointment
  • 325 KB

Affiliate Links

Please use these affiliate links to create your Leads Please and Mailbox Power accounts.

Leads Please Referral Link
    Mailbox Power Main Referral
      Mailbox Power PRO Special 90 Day Membership Link
        Mailbox Power EXECUTIVE Special 90 Day Membership Link

          Direct Mail Card 1

          Front of the First Card
          • 102 KB
          Back of the First Card
          • 50.8 KB

          Direct Mail Card 2

          Front of the Second Card
          • 64.8 KB
          Back of the Second Card
          • 71.6 KB

          Direct Mail Card 3

          Front of the Third Card
          • 59.7 KB
          Back of the Third Card
          • 91.3 KB

          ** Bonus Content ** A Simple CRM and Basic Integrations for your Health Insurance Business

          Do you think CRMs are expensive and complicated? You might think otherwise after taking this course. The tools we use every day to run our business are inexpensive, easy to set up, and make running the business less stressful.

          These are the tools that we use to run our business. We understand that there are numerous platforms that can be used to run a Medicare insurance business. We're just outlining the specific ones we use in this section of the course.

          This is a very detailed, step by step traiing, to setting up the exact same tools we use.

          Introduction to Simple Technologies
          • 4 mins
          • 28.4 MB
          Free Email and Tools to Help Organize your Health Insurance Business
          • 19 mins
          • 111 MB
          Zoho Bigin: A Simple, Inexpensive CRM that Works Great for Us
          • 9 mins
          • 66.3 MB
          Bigin Contacts: Defining our Clients
          • 28 mins
          • 149 MB
          Bigin Products: Defining our Insurance Products
          • 18 mins
          • 85.2 MB
          Bigin Pipelines: Tracking our Business Deals
          • 12 mins
          • 48 MB
          Gmail Integration with Bigin
          • 11 mins
          • 63.3 MB
          Gathering Client Information using Zoho Forms
          • 28 mins
          • 156 MB
          Calendly: Let Your Clients Schedule Their Own Appointments
          • 29 mins
          • 184 MB
          HelloSign/Dropbox Sign: Online Scope of Appointment
          • 14 mins
          • 93.2 MB
          Add the SOA Link to the Calendly Appointment Confirmation Email
          • 6 mins
          • 132 MB
          Bigin Email Templates
          • 5 mins
          • 26.4 MB
          Here's How it All Comes Together: A Start to Finish Example
          • 24 mins
          • 143 MB

          ** Bonus Content ** An Introduction to RingCentral

          We use RingCentral as our business phone, virtual meeting, fax, and SMS platform. Here are a few training videos to help you get this awesome product set up and running fast.

          RingCentral Account & Phone Setup
          • 41 mins
          • 311 MB
          RingCentral Meetings & Fax Setup
          • 12 mins
          • 81.1 MB
          RingCentral Mobile App
          • 5 mins
          • 45.1 MB

          *** Bonus Content *** Preparing for a successful AEP

          How we're preparing for AEP
          • 14 mins
          • 91.6 MB
          How to write 250 new clients this AEP
          • (1h 25m 03s)
          • 1.39 GB
          AEP 2024 Letter Highmark MAPD.docx
          • 33.2 KB
          AEP 2024 Letter Med Sup-PDP.docx
          • 33.9 KB
          Connect with Doctor's Offices and Pharmacies this AEP
          • 4 mins
          • 271 MB
          Flyer for Doctor's Office and Pharmacy
          • 348 KB
          AEP Postcard Back
          • 369 KB
          AEP Postcard Front
          • 1.41 MB
          AEP email 2025 to Med Supp and:or PDP clients.docx
          • 31.6 KB
          AEP letter for 2025 to Highmark MAPD clients...US mail.docx
          • 33.6 KB
          AEP letter for 2025 to Aetna Advantra Silver MAPD clients...US mail.docx
          • 36.4 KB
          AEP email 2025 to Wellcare and Med Supp clients.docx
          • 32.1 KB
          AEP letter for 2025 to general MAPD clients...US mail.docx
          • 36.8 KB

          How We're Using Search & Save

          Using Search & Save for Prescription Drug Plan Strategies
          • 18 mins
          • 514 MB

          2026 AEP Mailings

          This section contains the mailings that we are sending current clients.

          Current Highmark Clients AEP Letter
          • 104 KB
          Highmark Event Invitation
          • 78.6 KB
          Wellcare Current Client 2026 AEP letter
          • 102 KB
          Wellcare AEP Event Invite
          • 77.8 KB
          AEP letter 2026 to PDP clients not Wellcare
          • 102 KB
          AEP letter for 2026 to general MAPD clients
          • 107 KB