Email *

Organization type *

• FMO / upline
• Multi‑agent Medicare Agency
• Healthcare Org / Provider Group with Medicare Volume
• Independent Agent
• Other
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• List is empty.

Size / scale *

• Fewer than 5 producing agents
• 5–25 producing agents
• 26–100 producing agents
• 100+ producing agents
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• List is empty.

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? *

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.) *

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? *

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.) *

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? *

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.) *

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? *

• Within the next 6 weeks
• Within 6 months
• We’re just exploring for now
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• List is empty.

Anything else we should know?

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