The T65 Locator makes it easy to find local Medicare prospects. It’s quick to use, and pulling up locations on the map is a breeze. The best part? It’s free for agents who do business with AGA.

Here’s what you need to know about the T65 Locator, including how to use it for insurance lead generation, why it’s better than paid lists, and what to do with the T65 information once you have it.

T65 Locator vs. Paid Lists

The T65 Locator rivals “Turning 65” lists you can purchase from lead vendors.  Here are a couple of ways it outperforms paid lists: 

Not Just Zip Codes

A big benefit of the T65 Locator is you can get T65 information based on any location. Agents are able to move their location pin in the T65 app to search any neighborhood they want to work in.

Visualize Prospect Locations

If you do door-to-door sales, you can better plan your route, but even if you’re just a visual person, having the map view is helpful.

How to Utilize the T65 Information

The T65 Locator provides you with the name, address, and birthday of individuals getting ready to turn 65 in your desired area. Once you have the information, the question is: how do I best use it?

Personalized mailings

Rather than sending out a generic mass mailing, you can get more granular with a name or even some helpful information about enrollment periods based on that person’s birthday.

A great three-part plan of attack is to send a postcard, a mailer, and a final follow-up.

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Carrier postcards

Since you already know the location of your prospect, you have an idea of what carriers and plans are the most competitive in that area.
Many carriers have pre-created marketing materials, and since you can’t do outbound sales calls for Medicare Advantage, mailers are typically your best foot in the door. The T65 Locator makes that marketing plan easy!

Door knocking

Because the T65 Locator doesn’t provide phone numbers, an obvious way to utilize the information is to go door-to-door. You won’t waste time on any homes that aren’t in your desired age range, and you have a map to plan your route efficiently.
While this marketing method has died down a bit over the years – especially since COVID-19 – many agents are still doing it with success, and the T65 Locator makes it that much easier.

*Please note the T65 Locator app is designed for Medicare Supplement sales. Door knocking for Medicare Advantage is not compliant with CMS. Please email if you have any questions on how to use this tool compliantly.*

Expand your footprint

If you’ve been wanting to branch out into new counties or even new states, the T65 Locator could be the perfect tool.

Search any state to find marketing opportunities. It opens up an opportunity to get into virtual sales in locations you wouldn’t have previously had access to.

“It is the easiest to use marketing tech I have ever seen and will go a long way to helping me improve my supplement book of business.”

— Mike, Independent Insurance Agent

Accessing the T65 Locator

The T65 Locator is free for any agent who does business with us.

Access the app here: T65 Locator 

How to Use the T65 Locator

You can use the T65 Locator tool on any device, including a desktop computer, tablet, or smartphone.

Once you’re registered and logged in to the T65 Locator tool, you’ll click on the T65 Locator banner.

Then, the T65 Locator map will appear. You’ll need to grant location access in order for the tool to work, so click “OK”

Then, the T65 Locator map will appear, and you can start looking at your potential Medicare prospects.

The map will automatically show T65 data based on your current location, but you can easily change that location by dragging and dropping the blue pin.

T65 Map

Setting T65 Map Preferences

You can change some settings to adjust the results on your T65 map if you like.

To do this, click on “Application Settings” on the T65 Locator homepage.

Then, you’ll see T65 Map Preferences, where you can adjust how many results appear, at what distance, and more. The default settings are 10 results maximum, showing individuals who are turning 65 in 6 months or less.

However, you can adjust those settings to show up to 100 results, and you can see individuals who are turning 65 in 12 or months or less.

You can also adjust the maximum distance, or you could simply drag and drop the blue location pin to see a new area on the map.

After you change your preferences, be sure to scroll down and click the “Save Changes” button.

Now, instead of seeing 10 results, my new default T65 map shows 100 results, and I can see individuals who are turning 65 in the next 12 months.

Utilizing the Med Supp Quoting Tools

The T65 Locator is conveniently connected to CSG Actuarial quoting tools, allowing you to get quick access to rates and underwriting guidelines.

You can adjust your rate quote preferences by going to “Application Settings.”

There, you can change your default zip code for Med Supp rates, whether you want to apply household discounts to the rates, and more. Be sure to save your changes!

Whenever you see a suggested Med Supp rate on a prospect’s card, you can click on “more rates” to see all of the available Med Supp options in that zip code.

Now, you can view all Med Supp quotes and even access company information and underwriting guidelines.

Click on “Underwriting Guidelines” to get a quick synopsis of the health questions.

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