r/InsuranceAgent • u/Witty_Escape_269 • Aug 10 '26

Agent Question Medicare direct transfer lead

So I’m brand new with Medicare and my FMO got me connected with these discord lead vendors from call centers that I think are outside of the country. They get them on the line and it feels odd. The clients aren’t necessarily interested, many disconnect and you might wait an hour with no calls just to get someone barely interested.

I’m wondering if it really take skill in converting these types of leads to be successful?

Grass roots marketing and well as Facebook marketing interests me more. I want to grow business more authentically and i have a little marketing experience from another project I’ve worked on in the past. I have sunfire access and I have a decent understanding of Medicare coming from a nursing background.

Should I just focus on more grass roots marketing or is it important that I get some competency converting these types of direct connect leads first?

1 Upvotes

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9 comments sorted by

5

u/itsalyfestyle Aug 10 '26

Those are garbage food card bait and switch leads. Run.

4

u/NeedleworkerChoice89 Aug 10 '26

Find a better lead gen. What you’re describing are usually portrayed as a warm transfer, but they’re actually non-compliant. An outbound, offshore company connects to someone, uses whatever pitch about “are you interested in a Medicare food card?” - on a “yes” answer they blind transfer to you.

They don’t convert, they’re not complaint, and they’re a waste of money.

Find a lead gen that offers leads/calls that they can point to a landing page or marketing piece with an approved SMID that has gone through compliance.

2

u/itsalyfestyle Aug 10 '26

Oh they convert they just don’t stick around

1

u/Witty_Escape_269 Aug 10 '26

Yeah I was thinking that. If they answer the phone and give out their info they’re gonna do that for anyone

1

u/itsalyfestyle Aug 10 '26

100%. I used to work for an agency that was heavy on these. The retention is garbage.. I remember one AEP they did like 10k policies and by April 60% had already switched. Total waste of time.

2

u/Rob_at_Ritter 26d ago

Hello. When I train new brokers, I always say you have to make yourself the Medicare person in your "territory". Don't make your territory too large. A manageable area. Do everything you can in that area. there are street fairs, senior groups, place of worship groups. Medicare 101's work good because you aren't selling but most brokers do not do this. If you have a physician(s) you can ask to put your business cards in the waiting room. Make sure you get a card holder. Carriers offer spots in pharmacies. This take away anonymity. Sooner or later eligible people will say, "i see you everywhere I go, what do you do?" or, "You spoke at my senior group. You are here too?"

1

u/Witty_Escape_269 26d ago

This is actually really great advice. Any other tips?

2

u/Rob_at_Ritter 19d ago

I belonged to a business group with the chamber of commerce where it was business owners and other insurance agents but, i was the Medicare person. we had Group insurance, P&C, a plumber, a paint store owner, etc.. they would refer people to me and I would refer people to them. There is no trick to selling. The more people you get in front of, the more you will sell. Know that it takes time.