Grassroots Marketing Is the Way to Build Long-Term Medicare Success

Grassroots Marketing Is the Way to Build Long-Term Medicare Success

It’s summer and Medicare Open Enrollment is still months away, yet it’s a great time to think about how you will make strides in marketing your Medicare insurance business and add new clients this fall.

If you are looking for a fresh approach, consider grassroots marketing for Medicare clients. Grassroots isn’t about social media and paid leads. It’s more about shaking hands and showing up to events. It’s about taking the long view and getting off the treadmill of short-term solutions for leads.

A good grassroots marketing campaign for Medicare clients takes time to build, and now is the time to get started if you want to see growth in the coming months and even years.

Being Out There

Grassroots marketing is about being “known.” You want to be known as the person to speak to for those needing help with a Medicare plan. Whether it’s Medigap insurance or a full-blown Medicare Advantage plan, you want to be the person people trust and rely on. That’s where grassroots marketing can help.

Grassroots marketing for Medicare clients is about trust, relationships, slowly building momentum, and building for long-term success.

You start by positioning yourself as the local Medicare educator. This doesn’t happen overnight. This means you must be out in your community and in touch with people through:

  • Educational seminars
  • Connecting with professionals who can help you — financial advisors, CPAs, estate planning attorneys, social workers, home health agencies, and long-term care facilities
  • Attending senior expos and health fairs
  • Speaking at retirement communities
  • Being connected to your local chamber of commerce
  • Having a presence at community events.

Patience is Required

Grassroots marketing will not turn up fast results. However, it will build momentum, like a bicycle rolling down a hill. At first the bicycle moves downward slowly and then picks up speed as time passes and the bike travels farther down the hill.

Let’s say you have a booth at a senior expo and meet a prospect. It may take months before that meeting leads to an enrollment. However, that enrollment is likely to be a lasting relationship because it is built on connections, trust, and familiarity. It is a relationship likely to result in future renewals and referrals.

The objective isn’t immediate enrollment into a Medicare plan. It’s recognition and trust. 

Going All in on Grassroots Marketing

So if you want to get started in grassroots marketing, start small but at the same time, you should be linking events and actions together to build a cohesive plan that gets your name out there. Here is what a plan might look like as your efforts mature:

  • Two seminars per month
  • One community event per month
  • Weekly networking meetings, like after-hours mixers or luncheons
  • Regular client follow-up
  • Consistent referral requests.

Because Medicare enrollment is seasonal, there are times where you need to be more active than others. But you always need to be out in the public.

Over 2-3 years, this can create substantial momentum. An effective grassroots program can take time, but the power it builds can last for years.

Get Off the Treadmill

Relentless advertising and buying leads can generate business, but it can be tiring to always be seeking a new lead. It’s also expensive.

It’s best to build a network of loyal clients and people who will refer you. That is the path to steady, long-term growth that builds your book of business and allows you to help clients the best.

How Pandora Insurance Helps

Pandora Insurance partners with major insurers in the Medicare market and the ACA market. We have the training, commissions, and marketing support to help you.

Enjoy these benefits when contracted with us!

  • Freepre-license courses for our contracted agents
  • Industry leading carrier contracting
  • Federal Marketplace Certification for Affordable Care Act (ACA)
  • Knowledge-based and practical training
  • Partnerships with proven sales professionals
  • Carriers include: ACA (Obamacare), Medicare, life, and supplemental
  • Commission and bonus reporting
  • Bilingual support.

Start today on your path to growing your business! Contact us at 305-603-7603.

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