How To Attract Medicare Leads Between Enrollment Periods: Best Practices

Attracting Medicare leads during the Open Enrollment Period is the industry standard, but what about the rest of the year? The best Medicare agents understand that lead generation is a year-round effort, so we've compiled 4 great tips to help your agency consistently attract Medicare leads even during the off season. 

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1. Become A Trusted Source Of Medicare Information

Outside of enrollment periods, when consumers are not actively shopping for a plan, agencies can focus their efforts on informing current consumers and prospects on Medicare policies and coverage. Hosting webinars that cover Medicare basics is a great way to support policyholders looking to refresh their knowledge or explore new plan options. Sharing simple infographics that explain topics such as updated Medicare regulations and how they impact both consumers and providers can also be an effective way to engage your audience and position your agency as a reliable resource.

2. Gather Referrals From Current Clients

Referrals can be a powerful source of year-round leads especially when you actively encourage them with thoughtful incentives. Show your appreciation by sending personalized thank-you emails to policyholders who refer others. To keep the momentum going and generate excitement, consider running a quarterly referral contest with small rewards or giveaways. Agencies can also streamline the process by adding a simple referral form to their websites, making it easy for satisfied clients to spread the word. 

3. Use Email Marketing To Maintain Relationships

Email marketing can be more than just a follow up tool — it’s a powerful way to build lasting relationships with both prospects and current clients. A consistent monthly or bi-weekly email newsletter keeps your agency top of mind while also providing value. Consider including:

  • Upcoming Events & Webinars: These informational events can increase engagement and encourage policyholders and prospects to learn more about your agency's policies. 
  • Medicare News: These are perfect for keeping your audience informed on the latest updates in Medicare plans and coverage.
  • Wellness Content: This can be great for seniors who appreciate helpful health tips and lifestyle advice.
  • Client Success Stories: Showcasing real experiences and testimonials can build trust and credibility.

4. Use Targeted Ads To Easily Reach Prospects

Targeted ads can be a highly cost-effective way to connect with potential Medicare clients throughout the year. Focus on running affordable, educational campaigns that offer value rather than pushing for a sale. Target audiences such as seniors approaching age 65, individuals interested in Medicare and residents in regions that have performed well for your agency. Instead of using sales CTAs like “Get a Quote,”  use more informative CTAs like “Download Your Medicare Checklist” to drive engagement, especially during the off-season when consumers are gathering information and exploring their options. 

FAQ: How Can Agencies Generate Medicare Leads Outside Of OEP?

Q: How can Medicare agents capture leads from people turning 65?
A: One of the most effective year-round strategies is targeting consumers approaching their 65th birthday. Many individuals begin researching Medicare several months before they become eligible, so campaigns focused on the “aging into Medicare” audience can generate consistent lead flow outside of the Open Enrollment Period.

Q: How can agencies capture leads from their website year-round?
A: Agencies can convert website visitors into leads by offering simple tools such as eligibility checkers, coverage comparison guides or quick consultation requests. These resources encourage visitors who are researching Medicare to provide their contact information in exchange for helpful guidance.

Q: How can agents stay visible to prospects who aren’t ready to enroll yet?
A: Retargeting campaigns allow agencies to reconnect with people who have already visited their website or interacted with their content. These reminders can keep your agency top of mind as prospects continue researching Medicare options and move closer to enrollment.

Q: How can partnerships help generate Medicare leads outside of OEP?
A: Building relationships with professionals who regularly interact with seniors such as financial advisors, community organizations or healthcare providers can create referral opportunities and introduce your agency to consumers who may soon need Medicare guidance.

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Partner With Digital Media Solutions

Digital Media Solutions can help you connect with high-intent consumers and maximize your return on ad spend while optimizing your Medicare lead generation efforts. By leveraging innovative digital strategies, you can make sure your agency reaches the right audiences. Contact DMS today to learn more about how we drive better business results for health insurance providers.

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Digital Media Solutions

Digital Media Solutions, LLC (DMS) drives better business results by connecting high-intent consumers with advertisers across our core verticals: Insurance (auto, home, health) and Education. Our innovative solutions help consumers shop and save, while helping our advertisers achieve above average return on ad spend. Learn more at https://digitalmediasolutions.com.