Leads & Recommended Vendors

Created

Mar 3, 2024 6:15 PM

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Files & media

View recommended vendors

Leads

• The quickest way to get in front of prospects, but 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.