Part 1: Awareness

If they don’t know you, they can’t choose you.

This is an area a lot of licensed insurance agents don’t consider. You may be the most trustworthy, knowledgeable advisor in your town, but if prospects don’t even know you exist, you’ll never get the chance to prove it.

Goal: Get visible. Show up where your prospects are already looking.

Tools to Use:
✅ Social media posts
✅ Educational print flyers or postcards
✅ Email newsletters

Content Ideas:

Social Media: 

• “Medicare 101” series: 30-second videos or posts breaking down basics.
• “AEP Countdown”: Weekly tips leading up to Oct 15.
• Local events or seminars you’re hosting (always educational and compliant).

Need help creating engaging, compliant content?  Check out Lead Generation: 3 Simple Tips for Creating Engaging and Compliant Medicare Social Media Posts for quick, CMS-safe ways to stand out on social media.

Email:

• Subject: “What to Know Before AEP Ends”
• Content: A simple overview of dates, common mistakes, and how you can help.
  

Print:

• Educational postcards (NOT salesy):
  • “Confused About Medicare? Here’s Where to Start.”
  • “Top 3 Mistakes to Avoid During AEP”

Important Compliance Reminder:
Per CMS guidelines, don’t include plan-specific benefits or premiums in awareness-stage content unless materials are CMS-approved. Stick to education, not sales.

Part 2: Conversion

This is where the money’s made.

Now that you’ve caught their attention, your goal is to move them to action—calling you, booking a consultation, or attending your event.

Goal: Get the right leads to raise their hand and say, “Yes, I want your help.”

Tools to Use:
✅ Lead capture forms (email or physical)
✅ Follow-up email sequences
✅ Print response cards
✅ Social ads (optional, if compliant and budget allows)

Content Ideas:

Email:

• Subject: “Need Help Reviewing Medicare Plans?”
• CTA: “Schedule your free Medicare review.”
• Include a direct booking link or phone number.
•  

Print:

• “Reply Card” style mailers (compliant format)
• Invitations to a Medicare 101 workshop (educational)

Social Media:

• Client testimonials (no PHI, no superlatives unless substantiated)
• Reminders: “Only [X] weeks left in AEP–don’t wait!”

Pro Tip: Use urgency ethically. AEP ends December 7. Many prospects delay and panic in the final weeks. You want to be their go-to before that happens.

Part 3: Retention

Clients for life, not just one sale.

Retention isn’t just a “nice to have.” It’s what separates a one-time sale from a client who stays, refers, and renews.

After the rush of AEP, it’s easy to move on…but staying connected with your clients is what keeps them from shopping around next year.

Goal: Keep your clients happy, informed, and loyal so they stay with you and refer others.

Tools to Use:
✅ Monthly email newsletters
✅ Birthday or holiday mailers
✅ Social check-ins
✅ Review requests

Content Ideas:

Email:

• Subject: “The Medicare Annual Enrollment Period Just Ended—Now What?”
• Tips on what to expect, how to use their plan, how to reach you.

Print:

• Thank-you cards
• “Year-in-Review” client mailers

Social Media:

• “Client shout-outs” (with permission)
• Seasonal health tips for Medicare beneficiaries

Bonus Tip:
Ask happy clients to leave a review on your Google Business Profile (a star rating with feedback). Social proof builds trust and increases referrals.

Awareness → Conversion → Retention

The right Medicare marketing content strategies are the competitive edge you need for this AEP. A little planning will help you show up with the right message at the right time so you can serve clients and grow your book.

When your funnel works, your phone rings. Your inbox fills with inquiries. And your AEP feels less frantic, more fruitful.