In the fast-paced world of insurance sales, re-engaging old leads can be a game-changer. One of the most effective ways to reignite these dormant connections and pave the way for a Medicare appointment is through personalized text messages.

If you’re wondering how to get started, look no further than Agent CRM – your all-in-one solution for managing leads and communication.

The Power of Personalized Greetings

The first step in successfully re-engaging old leads is making a lasting impression with a personalized greeting. People appreciate the effort you put into addressing them by their name and showing genuine interest in their needs. Here’s how to do it:

  1. Segment Your Leads: Agent CRM allows you to categorize your leads effectively. By sorting your leads by specific criteria, such as demographics or their previous interaction with your agency, you can tailor your greetings to resonate with their unique situation.
  2. Use Their Name: Incorporating your lead’s name into your message is a simple but powerful way to grab their attention and make them feel valued. Agent CRM enables you to easily insert lead names into your text messages, ensuring a personal touch.
  3. Reference Past Conversations: Mention any prior interactions or discussions you’ve had with the lead. This shows you’ve been paying attention and are genuinely interested in helping them with their Medicare needs.

A personalized greeting sets the tone for a successful re-engagement, making your leads more receptive to your message.

Leveraging Agent CRM’s Digital Scope of Appointment

One of the standout features of Agent CRM is its digital Scope of Appointment tool. This resource is invaluable for agents looking to secure a Medicare appointment. Here’s how to use it effectively:

  1. Send the Scope of Appointment Form: Start by sending the Scope of Appointment form via text message. This not only streamlines the process but also makes it convenient for your leads to review and complete it on their own time.
  2. Explain the Purpose: In your message, explain the importance of the Scope of Appointment and how it’s a necessary step in discussing Medicare options. Be clear and concise about the next steps.
  3. Provide Support: Assure your leads that you are available to answer any questions or concerns they might have. Agent CRM makes it easy to track responses and manage appointments, ensuring no one falls through the cracks.

Sending the Text Message with Agent CRM

Agent CRM simplifies the process of sending personalized text messages. Here’s a quick step-by-step guide:

  1. Log into Agent CRM: If you’re not already using Agent CRM, sign in or create an account.
  2. Access Your Leads: Navigate to your list of leads and select the ones you want to re-engage with. Use the segmentation feature for targeted outreach.
  3. Compose Your Message: Craft a personalized message that includes the lead’s name, references past interactions, and explains the Scope of Appointment process.
  4. Send Your Message: With just a few clicks, you can send your message to multiple leads simultaneously. Agent CRM will track the delivery and responses.
  5. Follow Up: Agent CRM makes it easy to track responses and schedule follow-up calls or appointments. The platform streamlines the process of moving leads through your sales funnel.


Re-engaging old leads and securing Medicare appointments doesn’t have to be a daunting task. With Agent CRM, you have a powerful ally to help you through the process. By using personalized greetings and leveraging the digital Scope of Appointment tool, you’ll increase your chances of success. Give it a try and discover how Agent CRM can make a significant difference in your Medicare sales strategy.

So, why wait? Start re-engaging your old leads and boosting your Medicare sales with Agent CRM today!

Agent CRM is the solution you need to succeed in the world of insurance sales.

Try it out and watch your leads transform into appointments and sales!

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The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

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