Medicare CPL $21Life insurance CPL $18Avg. show rate 48%Leads this month 23Appts booked 7Cost per appt $68GHL automation ActiveAEP pipeline open NowMedicare CPL $21Life insurance CPL $18Avg. show rate 48%Leads this month 23Appts booked 7Cost per appt $68GHL automation ActiveAEP pipeline open Now
Medicare seminar & digital lead generation

Your close rate
isn't the problem.
Your pipeline is.

Done-for-you seminar marketing plus continuous digital lead gen — events and ongoing outreach running in parallel, through one CRM. We put qualified prospects in front of you. You close them.

45 minutes. We'll audit your market and show you exactly what's possible. No pitch deck.

$21
Avg. Medicare lead cost
45%+
Target event show rate
14d
Time to first booked appt
<$75
Target cost per appointment
Built on
GoHighLevel CRMMeta AdsMake.comCMS-compliant creativeHoward County, MD pilot
Sound familiar?

You've tried
what everyone
recommends.

Most agents we talk to have already been burned once or twice. Here's what we hear every week.

Mailers used to work. Response rates that once pulled 20 RSVPs now pull two or three. Postage doubled. You're still folding and stamping for an audience that's moved online.
Facebook lead vendors gave you names, not prospects. You bought a list of people who filled out a form and never answered the phone. That’s not a lead — that’s a contact with no intent.
Referrals work until they don't. They come on someone else's timeline. You can't build a predictable business on a channel you don't control.
AEP is your entire pipeline. Two good months followed by ten months of wondering where the next client is coming from isn't a business — it's a revenue rollercoaster.

The agents growing right now aren't better closers than you. They have a better system for getting qualified people in front of them consistently.

That system has two parts that almost no one runs together: a seminar engine that fills a room with pre-qualified prospects — and a digital outreach machine that generates leads every single day between events.

Most companies do one or the other. We build both, wired into a single CRM, for one monthly fee.

See if your market is a fit
The system

Three pillars.
One pipeline.

Events get people in a room. Digital keeps leads coming in between them. Automation makes sure neither channel leaks.

Pillar 01

Fill the room

Seminar marketing

Targeted Facebook and Instagram campaigns fill your educational seminars with 15–25 Medicare-eligible prospects per event. Custom landing pages, geographic targeting, and CMS-compliant creative — built and managed for you. You pick the date and venue. We fill the seats.

15–25 qualified attendees per event
Pillar 02

Stay in front

Digital lead gen

Continuous Facebook lead form campaigns and cold email outreach run in parallel with your events — generating qualified contacts every week, not just on event days. Leads land directly in your CRM, triggering automated follow-up within minutes of signup.

Year-round pipeline, not AEP-only
Pillar 03

Compound it

CRM automation

Every RSVP, every lead form submission, and every no-show stays in your pipeline. Attendees get appointment follow-up. No-shows get re-engaged for the next event. Digital leads get a 28-day nurture sequence. By month six, you're building on a warm database — not starting from zero.

28-day automated nurture cycle
5-Touch attendance protocol
45%+
Target event show rate

Industry average for seminar show rates is 20–30%. The gap is almost entirely explained by what happens between RSVP and the event door. Our 5-touch sequence is designed to build commitment — not just confirmation — in the days before your seminar.

0 min

Instant confirmation SMS

Automated text fires within 2 minutes of RSVP — while the prospect's intent is highest. Confirms seat, venue, and time. Personalized by first name via GHL workflow.

Channel: SMS via GHL
Day 1

Welcome email with logistics

Full event details — address, parking, what to bring, what the seminar covers. Sets professional expectation and introduces the agent before attendees walk in.

Channel: Email via GHL
Day 3

Value-forward reminder

Short text reminding them what they’ll learn — not just that there’s an event. Reinforces the reason they registered. Includes a one-tap "I’ll be there" reply option to capture commitment.

Channel: SMS
Day before

"Saving your seat" text

Creates mild scarcity and personalizes the event. "We have your seat saved for tomorrow evening, [First Name]." Simple, warm, effective. Response rate on this touch consistently drives attendance.

Channel: SMS
Morning of

Personal confirmation call

30–60 minutes of agent or staff calling registered prospects. Brief and personal: "Just wanted to make sure we’re expecting you tonight." This single step — human voice, personal touch — is the biggest driver of show rate improvement. We coach you on the exact script.

Channel: Phone + call task in GHL
How we compare

We built what
was missing.

Most vendors do one thing. Mailers fill rooms poorly. Lead vendors hand you names. Seminar companies stop at the event. We run the full pipeline.

FeatureDigital Lead GuysDirect mailFacebook lead vendorsSeminar-only companies
Event seminar system✓ Done-for-you✓ Mailer-driven✗ No event component✓ Core offering
Ongoing digital lead gen✓ Runs between events✓ Primary channel✗ Event-only
Lead quality✓ Local, Medicare-eligible, opted-inVaries by zip, declining responseNames and numbers — often don't answerSeminar registrants only
Attendance system✓ 5-touch protocol + call coachingNone✗ No eventVaries — often basic email only
Post-event automation✓ 28-day GHL nurture sequenceBasic — some re-engagement
CMS compliance✓ Built into all creativeVariesOften non-compliant✓ Specialty handles it
Transparent pricing✓ Published — no surprisesPer-piece variableHidden fees commonUsually requires a call
Year-round pipeline✓ Events + digital in parallel✗ Event-by-eventLead flow only, no seminar✗ Dependent on event cadence
How it works

Live in
4–6 weeks.

From strategy call to first event — a structured buildout so nothing is left to chance.

01

Strategy call & market review

We look at your market, your current pipeline, and your goals. If we're not the right fit, we'll tell you. If we are, you'll leave with a clear picture of what month one looks like.

02

Full system buildout

CMS-compliant ad creative, landing pages, lead forms, GHL pipeline, automation workflows, event confirmation sequences — all built before your first event date. You don't manage any of it.

03

Campaigns go live

Event ads and digital lead gen campaigns launch simultaneously. RSVPs start coming in. Digital leads land in your CRM and trigger automated follow-up within minutes.

04

You present. We handle the rest.

Run your seminar. Your seat is full. After the event, attendees get appointment sequences, no-shows get re-engaged, and your digital leads continue building in the background.

05

Review, optimize, compound

Weekly metrics review for the first 30 days. CPL targets, show rate performance, and booking rate tracked against benchmarks. Every event makes the next one more effective.

Pilot funnel — Columbia, MD · Month 1
Prospects
2,400
100%
Contacted
1,632
68%
Replied
195
12%
Interested
52
3.2%
Booked
27
1.1%
$38
Cost / lead
27
Appts booked
8.4%
Book rate
Who we serve

Three markets.
One system.

We don't work with everyone. We go deep on three industries where face-to-face and digital outreach together consistently outperform any single channel.

Niche 01

Independent Medicare & life agents

  • 1–10 person books, $300K–$2M annual premium revenue
  • AEP-only revenue cycle with no off-season pipeline
  • CMS compliance anxiety blocking digital adoption
  • Referral-dependent with no scalable outbound channel
Avg. annual client LTV $8,400
Niche 02

Personal injury & estate planning attorneys

  • Solo to 15-attorney practices, $500K–$5M revenue
  • Google Ads CPCs exceeding $100+ per click
  • Intake teams drowning in unqualified inquiries
  • High close rate on consultations — but not enough of them
Avg. annual client LTV $14,400
Niche 03

IT MSPs & commercial service contractors

  • 10–75 employees, $1M–$15M annual revenue
  • Word-of-mouth only — no structured outbound motion
  • Long sales cycles with no lead nurture in place
  • Sales team closes well but cannot prospect consistently
Avg. annual client LTV $18,000
Pricing

Transparent.
No surprises.

Three line items — platform, events, and ad spend — published openly so you know exactly what you're investing before you ever talk to us.

Ad spend is always passed through at cost plus a 15% management margin. You own the data. You own the leads. There are no minimum event commitments.

Starter
$297
/ month · platform subscription
  • GHL CRM setup & full management
  • 1 active digital outreach campaign
  • Cold email infrastructure
  • Monthly strategy & review call
  • Performance dashboard
  • + $397 / event (no minimum)
  • + Ad spend at cost + 15%
Get started
Scale
$1,497
/ month · platform subscription
  • Everything in Growth
  • Unlimited active campaigns
  • Dedicated account strategist
  • Custom CRM workflows & reporting
  • Weekly performance reviews
  • 2 events / month bundled
  • + Ad spend at cost + 12%
Contact us
What agents say

Results in
their words.

"I don't have to chase anyone anymore. People are coming to me ready to talk — and by the time they sit down, they already trust me."

Paul Z.
Independent Medicare Agent · Maryland

"We ran our first seminar at the library and had 15 people show up. The digital leads kept coming in the week after. I haven't had a dead month since."

Mike B.
Agency Owner · Howard County

"The compliance piece alone was worth it. I'd been afraid to run Facebook ads because I didn't know what I could and couldn't say. Now that's handled."

Shannon K.
Medicare Specialist · Columbia, MD
Common questions

Answers before
you ask.

Yes — and it’s the same demographic that mailers used to reach, at a fraction of the cost. Our campaigns target age 62–75 within a specific radius of your venue. The Special Ad Category requirement for financial products limits some targeting options, which is why Advantage+ audience optimization matters for Medicare campaigns specifically.
That's exactly the point. New-to-Medicare educational seminars run year-round and target people approaching their Medicare window — January through November. Breaking the AEP-only cycle is one of the primary reasons agents work with us. The digital lead gen channel runs continuously regardless of event cadence.
Lead vendors hand you a spreadsheet of names. We build the campaign, wire it directly into your CRM, and trigger automated follow-up within minutes of a lead submitting their form. Speed-to-lead is the single biggest variable in whether a Facebook lead converts — at 5 minutes vs. 30 minutes, you’re 21× more likely to connect. That gap is the entire value of the automation layer.
Four of the five touchpoints in our attendance protocol are fully automated. The one manual step — a brief confirmation call on the morning of the event — takes 30–60 minutes and is the single biggest driver of show rate improvement. We coach you or your staff on the exact script. Most agents tell us it’s the best 45 minutes they spend that week.
All Medicare ad creative, lead form copy, and landing page language is built to CMS marketing guidelines — no plan-specific benefit claims, no government imagery, disclaimer language included. Compliance responsibility ultimately sits with the agent and their FMO, and we work with agents to get copy reviewed through their upline before any Medicare campaign goes live.
No minimums. Events are billed per-event at $397 on top of the monthly platform subscription. You run them when your calendar allows. That said, the compounding database effect — where each event builds on the last — grows faster with regular cadence. Most agents settle into one or two events per month once the system is proven.
They stay in your GHL pipeline and enter a 28-day nurture sequence — educational content, soft follow-up, and re-engagement for future events. No-shows from your seminar get a separate re-engagement flow. Every contact who raises their hand, regardless of what they do next, becomes part of a database that compounds over time. By month six, that list is one of your most valuable assets.
Digital lead gen campaigns go live in 2–3 weeks. Your first seminar runs 4–6 weeks from the strategy call. Meta's algorithm needs 10–14 days to exit the learning phase on new campaigns, so the first two weeks of data are directional. Meaningful optimization decisions start at day 14. Most agents have booked appointments from digital leads within the first 3 weeks.
Get started

See if your market
is a fit.

45 minutes. We'll review your current pipeline, look at your market, and show you exactly what the system looks like for your situation. No pitch deck. No pressure. If we're not the right fit, we'll tell you.

Or call us directly — we answer.