Suremed Product

After selling Suremed for the past 6 months I have concluded that the health advocates portion doesn't work at all if you already have insurance.  Basically the website claims that it will reduce medical bills down by an average of 38% but doesn't have a disclaimer that the discount only applies to those that don't have any coverage. 

The main purpose of this product was to reduce medical bills and if it doesn't do that you're better off selling your clients dental, vision, teledoc and some other products to get more commission and a better product for your clients. 

How can I get more medicare leads?

Hi, Ethan
I've been reading all the great and helpful information on your blog.

Thanks, for placing such a good resource online that newer agents, like myself, can benefit from.

I have a few questions I would to ask you.

Can you used aged leads to build your data base to the 5000 magic number? Or do you have to purchase new online leads?

My market is Medicare Supplements. My leads are all aged leads ( 1 year old ). I read your script for calling aged, 1 year old, health insurance leads. How could I modify it to fit calling aged med supp leads?

                     Best Regards, R.Lee
Sent from my Windows Phone

Dear R. Lee,

  You can totally use aged leads to get to that 5000 number.  The best way to get medicare clients are to get a bunch of 62-63 year old clients on individual plans and let them know that you'll take care of them once they turn 65 because you have all of the medicare plans.  This way you're the first one that explains how medicare works for them and you have a few years to build loyalty so that when they're aged in you're ready to go.  Hope that helps!  Aged in leads are much easier to sell than someone that spends all year shopping for a good plan.  I would also work on getting networked through people that are in the same industry such as hospice care givers etc.  They can be an excellent source for referrals.


Ethan

Exporting from IDA

Ethan
  Is it possible to export client info from IDA?  Have you ever done it?   I
  can't do anything with mine.  My email does not work - they have totally
  messed up my whole system.   I have not been able to email any of my
  clients for at least 8 months and no emails are coming in from leads.
  They
  have totally messed me up.  They will transfer everything to their new
  system, but they want to charge $29.99 a month plus $29.99 per plug in and
  recharge on the plugins every year.  I don't want to get involed with
  them.  They charge too much!   I just want to export my info, but I can't
  figure out how without their help.  Do you know a quick and easy way to do
  it?

  I appreciate the help!

  April

Dear April,


  Rule #1.   When dealing with CRM's, make sure that there is a function that will allow you to export all of the information the way you want before purchasing it.  Rule #2 is when I tell you to ditch a program several times, do it quickly instead of waiting YEARS.  This will prevent lots of disappointment and loss of income.

  Now the only way that I've been able to figure it out was to right click and drag a specific folder and click copy.  Then go to a regular excel spreadsheet and right click paste on your mouse.  Then you'll save it to a csv file to import it into your next system.

  IDA is pretty ruthless on their exporting policy that's why I terminated after 1 year.  Good product but I saw pretty fast that I was painting myself into a corner that I couldn't get out of with my contacts.  Be glad that you only have that problem because I've heard of them stealing contacts although I haven't verified that.  My source is pretty reliable though.  Get out now while it's easier or you can stay in longer and have more contacts later to export.  I've used clarifynow.com which has worked great in the past and right now I'm using MOJO. 

Ethan