Turning 65 (T65) leads represent a valuable opportunity for insurance agents looking to grow their Medicare client base. However, effectively reaching and converting these leads requires a compliant and strategic marketing approach. If you’ve recently purchased a list of T65 leads, here’s how you can maximize engagement, build trust, and ultimately drive appointments—all while staying compliant.
The Challenge: Cold Leads and Compliance
Many agents purchase raw T65 leads without prior opt-in consent, meaning these individuals have not explicitly agreed to receive phone calls or texts. This presents a compliance challenge, as calling without permission can be risky, even if the numbers are not on the Do Not Call (DNC) list. While direct calls may be tempting, the better strategy is to nurture leads over time in a way that builds trust and invites engagement.
Step 1: Leverage Email Nurturing Campaigns
Email marketing is a powerful way to stay in front of your leads without violating compliance regulations. Instead of sending emails every 30 days (as is common in generic nurturing campaigns), consider increasing the frequency to once a week. This keeps your name fresh in their minds while providing valuable information about Medicare options.
Key Tips for an Effective T65 Email Campaign:
- Educational Content – Focus on Medicare basics, common pitfalls, and important deadlines.
- Engagement Hooks – Include interactive elements like FAQs or a “Reply to Ask a Question” feature.
- Call-to-Action (CTA) – Invite recipients to book a call, attend a webinar, or download a Medicare guide.
Step 2: Use a Giveaway Funnel to Encourage Opt-Ins
Since cold leads cannot be called or texted, one of the best ways to generate engagement is by offering something of value in exchange for their consent to be contacted. A giveaway funnel is an excellent strategy for this.
How It Works:
- Email Your Leads About the Giveaway – Send an email inviting them to enter a drawing for a desirable prize (e.g., a $50 gift card, a Medicare resource guide, or a free consultation).
- Require an Opt-In – To enter, they must submit their contact information, effectively giving you permission to call or text them.
- Follow Up Strategically – Once they opt in, move them into a different automation sequence that includes calls, texts, and personalized outreach.
This approach accomplishes two key goals:
- It turns a cold list into a warm list by getting leads to engage with your brand.
- It legally grants permission to follow up with a phone call or SMS.
Step 3: Personal Branding to Build Trust
T65 prospects may not be ready to make an immediate decision, and they are likely receiving information from multiple agents. To stand out, focus on personal branding and positioning yourself as a trusted advisor.
Ways to Build Authority and Trust:
- Send Consistent Educational Content – Be the agent who explains Medicare in a simple, clear way.
- Incorporate Video Emails – A short video introducing yourself and offering guidance can boost engagement.
- Leverage Testimonials – Include success stories from satisfied clients to build credibility.
Step 4: Be Patient and Persistent
It’s important to remember that T65 marketing is a long game. Most prospects won’t respond to the first email or even the second. But by staying visible in their inbox, offering value through giveaways, and gradually building trust, you increase the likelihood that when they are ready to make a decision, they will reach out to you.
Conclusion: Winning With the Right Strategy
Instead of relying on cold calling, the key to successfully marketing to T65 leads is compliance-first nurturing that incorporates:
- Regular email outreach with helpful Medicare insights.
- A giveaway funnel to encourage opt-ins and create engagement.
- Trust-building efforts through branding, testimonials, and personalized content.
By executing this strategy effectively, agents can turn a purchased list into a highly engaged and responsive audience—without risking compliance violations.
Ready to take your Medicare marketing to the next level? Start implementing these tactics today and watch your lead conversions grow!
How Agent CRM Can Help You Win More T65 Clients
Successfully marketing to T65 leads requires the right tools and automation to stay compliant while nurturing relationships. Agent CRM provides everything you need to execute an effective Medicare marketing strategy, including:
✅ Pre-built email nurturing campaigns
✅ Giveaway funnel automation to generate opt-ins
✅ Seamless calendar booking for easy appointment scheduling
✅ Compliance-friendly lead management tools
Alex & his team are absolutely phenomenal! I love doing business with them and am so grateful for the relationship, their knowledge, and support. No one does the insurance CRM game better, period! I’m a FAN!!! Love u guys – Cody Askins
Don’t waste time manually tracking leads—let Agent CRM do the heavy lifting for you. Sign up for a free 14-day trial today and take your Medicare marketing to the next level! Get started now.
“I can’t tell you all how ABSOLUTELY FANTASTIC Agent CRM’s support team is! They not only do everything PERFECTLY but so fast that it seems whatever it is is done before you even tell them what you want!!! They’re just terrific!!” – Robert Rabeck
