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Leads & Recommended Vendors

Updated over a month ago

Vendors

Leads

  • The quickest way to get in front of prospects, but the quality varies wildly.

  • We recommend starting with some leads, but have an eye toward diversifying.

  • Tell us the lead format (inbound calls, outbound dialing, mailers, etc), and we'll recommend a vendor.

Referral Partnership Development

  • Having a number of strong local referral partners (providers, P&C agents, financial planners, etc.) can be one of the surest way to generate consistent business.

  • We're always happy to apply marketing co-op dollars toward referral networking opportunities.

  • Common investment categories include: lunch and learns, coffees, meals, and jointly sponsored events.

Mailing Lists

If you need a discounted local marketing list, check out https://mutual.usadata.com/ to order t65 leads in your surrounding area.

Local Advertising

  • Outside of the competitive Facebook and Google digital advertising markets, we find local advertising opportunities to still be a rich channel for reaching the Medicare demographic.

  • Share with your Sales Director local marketing ideas, and we can help you negotiate pricing, make ad creative, and co-op the campaign.

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