The 5 Steps of an Agent’s Medicare Sales Funnel

As an insurance agent specializing in Medicare, you know that gathering and nurturing leads toward a sale requires a considerable investment of your time. The great thing about online marketing is that you can establish automated processes that perform most of these functions for you, and they work around the clock. The following five steps will help you set up a Medicare sales funnel that effectively attracts new leads and deliveries quality prospects to you. Then you can devote the majority of your attention to converting nurtured leads into sales.

Step One: Build a website. Create your “home” on the internet, where prospects can find you and interact with you. Make sure that the site is user-friendly in all formats, so that visitors feel comfortable using it, and optimize it to show up in search engine results.

Step Two: Craft a one-liner. This headline should entice your website visitors to stay on the page and learn more about what you have to offer. Think about the problems your target demographic faces, and what they need from you. Use those answers to create your one-liner.

Step Three: Create a lead-generating offer. Attracting visitors to your website is a good thing, but now you need to deepen the relationship. Offer them something valuable in exchange for their contact information. Now the ball is in your court, and you can follow up with information that guides the lead through the sales funnel.

Step Four: Nurturing emails. These emails help to establish you as the helpful expert on Medicare. As you demonstrate your competence, leads learn to rely upon you for the information and help that you provide. Now you’re “top of mind” when the time arrives to choose a Medicare plan.

Step Five: Sales emails. Now that leads are sufficiently educated on their options and view you as their point of contact, it’s time to prompt a decision. Sales emails will demonstrate why your company is their best choice, and subtly encourage leads to commit to working with you.

Creating a sales funnel requires a bit of work upfront, but will it will continue to work for years in the future. Use each of the above steps together, and you will create an automated sales funnel that works fluidly in the digital space. Leads are delivered to you already educated and ready to make a decision, so that you only have to focus turning them into customers.

PGIA helps agents to optimize their sales strategies and advance their careers.  Contact us if you’d like more information.