Health & Medicare insurance agency marketing
Health and Medicare marketing that's ready before AEP starts.
A year of demand arrives in a few weeks, under some of the strictest marketing rules in insurance. We help one health and Medicare agency in each territory plan early, show up locally and follow up carefully.
One agency per line of business, per territory. See if yours is still open, and how you compare to your top 3 competitors.
What we hear
Three problems every health & Medicare agency knows.
“Enrollment season swamps us, then the phones go quiet.”
AEP squeezes a year of Medicare demand into eight weeks. We plan capacity and visibility around the calendar, and build demand in the quiet months.
“The rules make every ad feel risky.”
CMS marketing rules, required disclaimers and carrier approvals slow everything down. We write conservatively, plan approvals into the calendar, and nothing goes live without your sign-off.
“Call centers outspend us on TV and search.”
National call centers buy the airwaves. Local agents win on trust: reviews, the map pack and a face people can meet in person.
How we grow it
Planned early, marketed carefully, kept year-round.
AEP-ready by October
Reviews, local pages and follow-up sequences prepared in late summer, so you're visible the moment marketing opens.
Built for the rules
Campaigns and pages built around CMS marketing and communications rules and your carriers' requirements, with approvals planned in.
Local search & reviews
The map pack and a strong review profile: where people turning 65, and their families, look for a local agent.
Year-round demand
Turning-65 outreach, individual health and client check-ins that keep your book active outside enrollment season.
The Annual Enrollment Period
AEP runs October 15 to December 7. Your marketing should be ready well before.
A year of Medicare demand lands in about eight weeks. We plan the calendar backwards from AEP, so you're visible, compliant and fully staffed for follow-up when it opens.
Late summer
Plan and prepare
Reviews, local pages, follow-up sequences and carrier approvals, ready before marketing opens.
October 1
Marketing opens
CMS allows marketing of next year's Medicare plans to begin.
October 15 – December 7
Annual Enrollment Period
Your busiest weeks. Be visible in local search, answer fast and follow up well.
January 1 – March 31
Medicare Advantage Open Enrollment
A second, smaller window for people already in a Medicare Advantage plan to make a change.
All year
Turning 65, special enrollment and individual health
Steady demand outside AEP, plus check-ins that keep the clients you enrolled.
Dates shown are the standard federal Medicare enrollment periods. Confirm current CMS guidance and your carriers' requirements each year.
The free audit
How you compare, and where quotes slip away.
After we confirm availability, you get a written audit of your agency against your top 3 local competitors and the direct carriers and comparison sites taking your search traffic.
- 01
Google rankings
Where you, your top 3 competitors and the direct carriers and comparison sites rank for searches like Medicare agent near me and health insurance agent in your territory.
- 02
Map pack
Your position, profile strength and categories against the same competitors.
- 03
Reviews
Rating, volume, recency and how each agency responds.
- 04
Ads
Who is running Google Ads and Local Services Ads for your line, and what it likely costs them.
- 05
Website
Speed, mobile experience and how clearly each site leads to a quote.
- 06
Quote funnel
Your quote form, how fast your agency responds, and what follow-up happens next.
Questions
Health & Medicare: common questions.
Do you follow CMS marketing rules?
We build Medicare marketing with CMS marketing and communications rules in mind, including required disclaimers and timing limits, and every ad and page goes through your review and your carriers' approval. Compliance remains your agency's responsibility.
When should we start planning for AEP?
Late summer. AEP runs October 15 to December 7, and next year's plans can't be marketed before October 1, so your reviews, local search and follow-up should be ready by then.
Do you handle individual health as well?
Yes. We plan individual and family health around its own open enrollment window and your state's marketplace, alongside your Medicare calendar.
Other lines of business
Health & Medicare · market availability
Is health & Medicare still open in your territory?
One agency per line of business, per territory. See if yours is still open, and how you compare to your top 3 competitors.
- Market availability check. We tell you plainly whether your line is still open in your city or county.
- Free competitor and quote funnel audit. Your agency against your top 3 local competitors and the direct carriers and comparison sites taking your search traffic.
- Delivered within 2 business days, with no obligation to work with us.
Rather talk it through? Call 917-352-8241, weekdays 7am to 7pm Eastern.