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How to Generate Leads by Partnering with Providers

March 2, 2022


If you are looking for a unique way to generate leads in the insurance business, provider marketing may be your answer.   

What is provider marketing?

Provider marketing is a strategy for creating relationships with doctors, dentists, pharmacies, etc.  Evette Rodney is the Medicare Sales Director in our Houston office and has helped hundreds of agents to succeed with this strategy.  In this episode of The Broker Link, she walks us through the process.

How do we create these relationships?

Evette has created a strategy that helps agents get in the door and build relationships with these providers.    So where do you start? 

Here is Evette’s strategy:

1- Agents must be consistent – It’s important to follow through with what you are requesting of these providers.  The Brokerage will provide a script, folder, and anything you need to give the provider.

2- You must have a Strategy – Before you go, think about what types of doctors you want to work with (Doctors, Dentists, Pharmacies, etc.)

3- Create a Plan of Action – Evette suggests creating a list of 25 providers to start. Once you get permission to get in the door, you need to be prepared with your marketing items to bring with you.  Flyers, bags, giveaways, and any other information you may want to leave with them.   

4- Give them a high-level overview of the product you are offering.  Leave a candy jar or something behind for their office.

3 Takeaways from Today’s Episode:

  1. Provider marketing can be a unique, cost-effective way to generate leads for your Medicare and health insurance business. But you must have a strategy in place. Building relationships takes time and skill, and it isn’t going to happen overnight.
  2. Consistency is key. Don’t give up or be afraid of rejection. There is a proven path to Provider Marketing that has helped numerous agents grow their businesses. If you put in the work and stay the course – it will pay off in the end.
  3. When you partner with The Brokerage, you get access to our exclusive provider marketing materials that can equip you for success.  Ask our staff for more information.

Evette is also doing a special workshop on this topic.  It will be live on March 10th starting at 10 am.   Join us and ask any questions you may have about provider marketing.  You can RSVP here to learn more about Provider Marketing.

And remember we have a complete library of podcasts to help you grow your business. You can listen to all of our Broker Link episodes in our Podcast library here!


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