Introduction to OEP Lead Opportunities

With the Annual Enrollment Period (AEP) behind us, we now enter the OEP—a unique window for clients to make adjustments to their Medicare Advantage plans. This period is distinct in that it only allows changes for those already enrolled in Medicare Advantage. Communicating this distinction clearly to clients is essential for building trust and managing expectations.

How Pinnacle Sets You Up for Success

At Pinnacle, we pride ourselves on being more than just an FMO—we’re a partner in your growth. From premier carrier relationships to cutting-edge technology, we’ve got you covered. Our software tools, Sunfire and Connecture, simplify quoting and enrollment, saving you time and energy. And let’s not forget BOSS, our free CRM system designed to make business management seamless, from tracking leads to generating detailed reports.

Lead Strategies that Work

When it comes to lead generation, options abound. At Pinnacle, we collaborate with top-tier third-party lead vendors, offering agents discounted rates and unique opportunities. Here are a few of the standout options:

• Lead Concepts: Whether it’s educational events or direct mailers, their customizable solutions help agents connect effectively with prospects. While traditional mailers are less impactful nowadays, their seminar techniques remain a game-changer.
• LeadStar Marketplace: If you’re looking for CMS-compliant Medicare ACA, LeadStar offers exclusive direct inboud and pre-set appointments which are one-to-one compliant. Their bulk purchasing power ensures competitive pricing, which is a boom for agencies.
• Leading Response: Known for their expertise in organizing educational seminars, they guarantee attendance through innovative advertising. .

Grassroots Marketing: Making a Local Impact

Beyond leveraging third-party vendors, grassroots marketing is an invaluable strategy. Building your personal brand within your local community can yield organic leads and referrals. Attend senior expos, visit senior centers, and position yourself as the go-to Medicare expert in your area. The trust you build through these connections will pay dividends in the long run.

Advanced Opportunities and Compliance

For those ready to take their strategies to the next level, exploring semi-exclusive partnerships and retail initiatives is a must. At Pinnacle, we’ve established relationships with major pharmacies and senior centers, giving agents unique marketing opportunities. However, it’s crucial to stay compliant: while marketing is allowed during OEP, marketing OEP itself is prohibited.

Let’s Make This OEP Your Best Yet

If you’re ready to elevate your approach this OEP, I’m here to help. Reach out to the team of experts at Pinnacle Financial Services at 800-772-6881 x-7731 for tailored advice and guidance. Working with Pinnacle means access to a wealth of resources, tools, and support systems designed specifically for Medicare agents.

Let’s make this OEP your most successful one yet. Stay tuned for more tips, and don’t forget to subscribe for updates on industry news, agent training, and upcoming opportunities to grow your business.

Watch the full video on this webinar here: Webinar | OEP Lead Opportunities