Hey Good Morning !
Wanted to shoot you a quick email to let you know we have made some improvements and changes to the campaign.
We are now asking MORE questions, and very STRATEGIC ones to make virtual consultations and helping seniors with medicare that much better!
5 questions that you will now see have been added are:
Do you already have your Medicare Part A & B Card?
if they do, we ask:
How satisfied are you with your Medicare plan?
We have also added:
Do you or your spouse have a disability?
Do you receive financial assistance from your states such as Medicaid or a Low-Income Subsidy?
Full Address
Favorite Food along with Hobby for those who don't have a hobby.
Now knowing whether they have Medicare or Not before speaking to them will now allow you to have a clear intention as to what type of consultation you need to set up with them.
Because there are only 2 types of seniors you will speak to and the steps to follow for each:
Senior A: Does not have their Medicare Card (New to medicare)
- For this individual, you are going to want to set the appointment to guide and hold their hand through the Social Security website to get them enrolled in medicare. Get the Medicare Part A & B card ordered. ***Do not mess this up by telling them to go do it themselves and where to go)***
- Schedule follow-up appointments or set expectations to call you as soon as they receive their red, white and blue card.
Senior B: Already has Medicare (Has their red, white, and blue card)
- For this individual, you are going to set the appointment to guide them through the different plans and additional benefits that may be a better fit for them or could possibly help them save. (remember to set the expectation that if everything makes sense you will help them get enrolled into the better plan at the end of that call)
- You should be able to enroll on the scheduled appointment as long as you set clear expectations, remember to ask if they have a spouse or friends who are also around the same age.
I hope this helps make things easier, I have so much more in store for you!
If you are reading this email and have not yet seen the changes in your campaign, they will be done by the end of the day today!
Thank you again for choosing us as your partner!
Let me know if you have any questions :)
-Angel Pichardo
Your Medicare Marketing Partner
Medicare Growth Lab
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