Medicare Strategic Growth Planning Survey

This form is designed to help us learn more about your current agency dynamic and we can best serve you.

*Required

Name

Email Address

Confirm Email Address

Phone

Best number to reach you at

What Medicare Carriers Are You Currently Appointed With?

Please select the carriers you are currently appointed with.

Anthem

Aetna / Coventry

United Health Care

Cigna

Centene

Emblem

Humana

Wellcare

Silverscripts

Mutual of Omaha

Renaissance

Transamerica

Americo

GCU

Puritan

Heartland National

Pekin Life

Individual Assurance Company (IAC)

Equitable Life and Casualty

Equitable National Life

Central State Indemnity (CSI)

ARLIC

Loyal American

Aetna Med Supps

AARP

Other:

Please list any medicare carriers that you are appointed with that are not mentioned above.

Please type in your response if applicable.

Are You An Individual Producer or Do You Have Downline Agents?

Individual Producer

I Have Downline Agents

Where are your current Medicare contracts housed?

Direct with Carriers

Agent Link

Gordon Marketing

Agent Pipeline

JSA

Other:

Do you currently receive a lead allowance or free leads?

Yes

What business model is most appealing to you?

FULLY INDEPENDENT: You get paid by the carrier directly. You get full commissions. You buy your own leads and pay all your own expenses. You want to make sure you are getting the best contracts available as well as product training and quoting support.

SEMI INDEPENDENT: You have a little lower commissions. You get subsidized leads. Get you help with back office business organization and service.

SUB PRODUCER OF MASTER AGENCY: A split contract where you work leads of another agency and build a book of business and we manage everything for you.

Other:

What do you feel like you need the most help with to make more money?

What kind of marketing, branding are you currently doing?

Please select all that you are currently doing to market your medicare business.

Newspaper Ads

Websites, funnels, Facebook, social media.

Leads

Mailers

T65 lists

INTENTIONAL referral harvesting

Strategic C.O.I. relationships

Grassroots marketing: team sponsorships, grocery carts, etc

Kroger or Walmart MA-PD retail programs

Other:

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