Write 100+ Medicare Applications a Year
Everything You Need to Attract, Follow Up With, and Convert More Medicare Clients. We Build and Manage Your Medicare Marketing System. You Focus on Writing Policies.
$2,500 One-Time
Your complete Medicare marketing infrastructure, installed and personalized for your business.
What's Included in Your $2,500 Setup:
- Personalized Medicare marketing CRM
- Branded Medicare agent website
- Integrated lead magnet
- Mobile CRM access
- Call tracking & recording capabilities
- Standard lead follow-up workflows
- Automated appointment invitations
- Email nurturing sequences
- Sale-made & review request workflows
- Interactive sales scripts
- Platform training resources
- Initial advertising campaign setup
Get your system built • Start generating Medicare opportunities
$500/month
Our team manages your advertising campaigns, monitors performance, and optimizes for results. First payment charged 30 days after setup.
What's Included in Your $500/Month Management:
- Management of up to $3,500/mo in advertising spend
- Up to two simultaneous advertising campaigns
- Campaign monitoring & optimization
- Standard advertising creative & copy
- Campaign strategy selection
- Up to 1 local educational seminar ad campaign/mo
- Up to 3 basic website edits/mo
- Ongoing access to CRM, website & standard automations
Billing Terms
- The $2,500 setup fee is paid upfront.
- The first $500 management fee is charged 30 days after setup.
- Monthly management continues on a month-to-month basis.
- There is no long-term management commitment.
See Your True Cost Per Acquisition & ROI
Drag the sliders to model your economics. Adjust your lead cost, close rate, first-year commission, and client lifetime value to see your cost per acquired client and projected return.
Average cost per Medicare lead
Percentage of leads you convert into clients
Average commission per closed Medicare policy
Lifetime value per acquired Medicare client
Your Acquisition Economics
Estimates only. Cost per acquisition assumes 6.7 leads at $20/lead to win one client at a 15% close rate. ROI compares your first-year commission ($1,000) and lifetime value ($4,000) against acquisition cost. Actual results vary by market, budget, and sales performance.
One System. Multiple Ways to Generate Medicare Clients.
Our team selects and manages the right campaigns based on your objectives — not every campaign runs simultaneously.
Turning 65
New-to-Medicare seniors entering their Initial Enrollment Period. Highest lifetime value clients.
Existing Medicare Beneficiaries
Reach seniors already on Medicare who may benefit from a plan review or change.
Annual Enrollment Period
AEP campaigns capturing seniors reviewing plan changes, formularies, and extra benefits.
Local Educational Events
Geo-targeted advertising to fill local Medicare educational seminars and workshops.
Final Expense
Campaigns targeting seniors interested in final expense and life insurance planning.
Campaign selection depends on your goals, market, season, and budget.
Already Have a CRM? No Problem.
Every client receives access to the Senior Sphere platform. But if you already have a CRM you prefer, we can forward your new lead information through a standard webhook integration so nothing falls through the cracks. Custom integrations may require an additional fee.
Trusted by 50+ firms serving retirees nationwide
Frequently Asked Questions
Everything you need to know about the Medicare Client Acquisition System
Ready to build your Medicare Client Acquisition System?
Book Your Free Strategy Call