Insurance Business Babes
Leads Leads Leads Part 1
February 19, 2024
Kathe Kline and Joanna Wyckoff share their insights on building leads and finding new clients in the insurance industry. Here are 3 key takeaways from the episode: 1️⃣ Local Events and Grassroots Methods: Joanna Wyckoff believes in establishing herself as a local agent and prioritizing her territory before venturing into other locations. She emphasizes the effectiveness of hosting local events, such as Thanksgiving senior center events, and utilizing branded giveaways to build personal branding and attract clients in the community. 2️⃣ Purchasing Reputable Leads: Joanna also discusses the advantages of purchasing leads from reputable vendors, including options such as direct mail and Facebook leads. Live transfers, which offer preset appointments with potential clients who have expressed interest in Medicare services, are also highlighted as a valuable strategy. 3️⃣ Personalized Marketing: Kathe Kline shares her experiences with sending handwritten birthday cards to individuals turning 65 as a way to gain new clients. The personalized nature of birthday cards and the high open rate they receive make them a slow but impactful way to connect with potential clients. Tune in to the full episode for more valuable insights on lead generation in the insurance industry. 🌟🎙️
Here's a sneak peek at what you can expect from this Part One of a Two Part Episode on the most requested topic... How to Get Leads!

- Joanna Wyckoff shares her insights on grassroots methods and local events, emphasizing the power of establishing oneself as a local agent before expanding into other areas. She discusses her experiences and the effectiveness of branded giveaways and personal branding in gaining client attention.

- Kathe Kline delves into the challenges of getting licensed in multiple states and offers a solution through her establishment of certified Medicare agents .com. She also introduces the concept of hosting low-key marketing events, like bingo games at senior centers, to engage with seniors and spread awareness without directly marketing Medicare.

- Joanna and Kathe discuss purchasing leads from reputable vendors and also the effectiveness of sending birthday cards to individuals turning 65 as a personalized way to gain new clients.

- They delve into various lead generation tactics, including mailers, website-generated leads, and live transfers, which offer preset appointments with potential clients who have already expressed interest in Medicare services.

- The value of owning and controlling a website in building credibility as a long-term business is highlighted, emphasizing the need for uniqueness and control over website content.

Listen in for more empowering discussions and industry insights coming your way on Insurance Business Babes. If you haven't already, make sure to subscribe to our podcast on your preferred platform so you never miss an episode.


Joanna Wyckoff from Topflightagent.com and Kathe Kline from CertifiedMedicareAgents.com talk about building a Medicare Insurance Agent business. (Use the code Babes2024 to get a free Bronze membership in the CertifiedMedicareAgent.com directory).