Everything you need in one place to plan your most successful Welcome to Medicare meetings.

Step 1:

Review Program Rules

Step 2:

Watch our 5 min training video

Step 3:

Fill out our WTM Onboarding form

Before completing this step, please check with the principal of your agency or with your CSM representative to ensure you are ready to host meetings.

We'll be in touch via email with next steps

Tips

FAQ

You can enter your confirmed meeting dates directly into your personal WTM Google Sheet. Once your information is correctly entered, select “Send” from the “Status column”. Be sure information is 100% accurate! You can find the link to your WTM Google Sheet in your CSM Agent Portal.

Your WTM Facebook and online RSVPs will be entered into an automatic email reminder system. Please make sure to personally reach out to each attendee by phone, as soon as you can after you receive their information. Please make sure to call everyone the day before your seminar as well to confirm each person’s attendance. If you have completed our SMS Compliance form, then your campaign may be eligible to send SMS text reminders as well. (Email wtm@carolinaseniormarketing.com for any questions on this)

You should start receiving RSVPs around ten (10) days before your first meeting date. If you have little or no RSVPs 7 days out from the event, please email wtm@carolinaseniormarketing.com to make us aware. Please note, you may receive leads for some events well before 10 days prior if you have other meetings advertising at the same time.

You can request more printed materials by using the form linked at the top of this page, or visiting out Agent Marketing Request form, HERE.

Auto Reminder Sequence

For Facebook RSVPs

After someone RSVPs through your Facebook ad, they are reminded about your meeting through a series of reminder texts and emails. Below is the sequence that we have set up for this:

Emails

Hi [lead.first_name],

I’m excited to have you join me for the educational Medicare Meetup at [meeting date/time/address].

Why you should attend:

Fully understanding Parts A & B can be difficult alone, but Parts C and D can be daunting for the vast majority of people eligible for Medicare. Also, there are gaps in Medicare coverage that can be filled with a Medicare Supplement. Medicare Supplement plans can come in all shapes and sizes, just like us. Come learn about the different options available to see which plan makes the most “cents” for you and your budget.

This is a 45 min event that is designed to deliver comprehensive and up-to-date information, education, and knowledge to help you properly prepare for Medicare; including Medicare Supplements, Medicare Advantage, and Medicare Part D options.

This is a free and educational event. There is no selling, guaranteed.

So be sure to arrive a few minutes early and take some notes!

Again, I’m excited to see you at the educational Medicare Meetup!

See you there,

[Agent Name]

p: Call [Agent phone] to speak with a licensed agent.
e: [Agent email]
w: [Agent website]

WHEN/WHERE: [meeting date/time/address]

For accommodations of individuals with special needs at events, please call <agent phone number>/TTY: 711.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

Hi [lead.first_name],

Are you all set for our Free Meal + Educational Medicare meetup event soon?

We’ll go for about 45 minutes and then I’ll answer any questions you or anyone at the meetup might have.

Here is a sneak peek of what you’ll learn at the Medicare meetup:

  • How and when to sign up.
  • The parts of Medicare A, B, C, & D.
  • Costs and penalties that may affect you this year
  • Is a Medicare supplement a good option for you?
  • Changes coming to Medicare.

…And much more!

We have your seat(s) reserved for you.

Meetup info: [meeting date/time/address]

See you soon!

[Agent Name]

p: Call [Agent phone] to speak with a licensed agent.

e: [Agent email]

w: [Agent website]

For accommodations of individuals with special needs at events, please call <agent phone number>/TTY: 711.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

Unsubscribe From Meeting Reminders

Hi [lead.first_name],

The Free Meal + Educational Medicare meetup you RSVP’d for is one day away!

By the end of the meetup, I promise that you’ll feel confident in the enrollment process, know which plans are a good fit for you, and relieve the stress of trying to figure it out on your own.

Meetup Info: [meeting date/time/address]

P.S. Keep an eye out for my text message reminders tomorrow.

I look forward to seeing you there!

[Agent Name]

p: Call [Agent phone] to speak with a licensed agent.

e: [Agent email]

w: [Agent website]

For accommodations of individuals with special needs at events, please call <agent phone number>/TTY: 711.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

Unsubscribe From Meeting Reminders

SMS

This applies only if your campaign account has been approved to send SMS reminders. Reach out to wtm@carolinaseniormarketing.com with any questions on this.

[lead.first_name],

This is confirmation that we received your RSVP for the educational Medicare meetup: [meeting date/time/address].

If you have any questions please call or text me at [agent.phone] or email me at [agent.email] 

*Calling the number above will direct the caller to a licensed agent.

– [Agent Name]

If you’d like to stop the reminder messages, let me know by replying “STOP”

[lead.first_name], This is a reminder that the educational Medicare Meetup you RSVP’d for is coming up soon: [meeting date/time/address] See you there!

[lead.first_name], This is a reminder that the educational Medicare Meetup you RSVP’d for is coming up soon (in 1 hour): [meeting date/time/address] See you there!

Resources

Sample WTM Materials

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