Email
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Organization type
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FMO / upline
Multi‑agent Medicare Agency
Healthcare Org / Provider Group with Medicare Volume
Independent Agent
Other
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Size / scale
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Fewer than 5 producing agents
5–25 producing agents
26–100 producing agents
100+ producing agents
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Primary Medicare growth goal for 2026 (pick one)
Grow enrollments / Medicare revenue
Recruit more / better producing agents
Improve persistency and quality of business
Improve tracking & reporting so we can scale confidently
Search Section
How would you rate your current search & visibility for your key markets and services?
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1 – Weak (people can’t find us or don’t understand what we do)
2
3 – Okay (we show up sometimes, but not consistently)
4
5 – Strong (we’re the obvious authority when people search)
Which of these are TRUE today? (Check all that apply.)
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We have a clear list of markets & states we want to dominate in search
We know the exact questions agents/beneficiaries Google before they talk to us
Our site has pages that directly answer those questions
We regularly publish/update content around those terms
None of these are true
SearchScore
Funnel Section
How would you rate your current video funnels for agents and beneficiaries?
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1 – We don’t really use video funnels
2 – We’ve tried, but nothing consistent
3 – We have one or two, but they’re under‑used
4 – We have at least one solid funnel that performs
5 – We have multiple reliable funnels we track and optimize
Which of these are TRUE today? (Check all that apply.)
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We have a specific agent recruitment video funnel (not just hiring posts)
We have at least one beneficiary education video/webinar funnel
Each funnel leads to a clear next step (application, call, appointment)
We know lead volume and cost per lead for each funnel
None of these are true
FunnelScore
Tracking Section
How would you rate your tracking & reporting today?
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1 – We’re mostly guessing from scattered spreadsheets
2 – We have some data, but it’s incomplete
3 – We have dashboards, but don’t fully trust them
4 – We can see most of what we need in one or two places
5 – Leadership has a clear, trusted view from source → follow‑up → enrollment
Which of these are TRUE today? (Check all that apply.)
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We can see lead source for every agent/beneficiary lead
We can see touches (email/SMS/calls) before contact
We track appointments/interviews/enrollments by source
We review one growth dashboard at least monthly in leadership
We know cost per producing agent and/or cost per enrollment
None of these are true
TrackingScore
TotalScore
If we were a good fit to help, how soon would you want to tackle this?
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Within the next 6 weeks
Within 6 months
We’re just exploring for now
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Anything else we should know?