our marketing support guarantees your success
With over thirty years of Medicare marketing experience, Beta can provide you the proven marketing tools to build a six-figure book-of-business. We understand that every agent is unique and there is not a one-size-fits-all marketing plan. We work with each individual to customize a plan that fits their needs.
- Business-to-Business (B2B)
- Turning 65 Medicare & Social Security Educational Seminar
- Hospital and IPA Marketing Tools
- PCP Marketing Tools
- Succession Planning
- Legal Services
- Web Technology Services
Event Opportunities
Our event team keeps top agents active throughout the year with community events and seminars. Their goal is to get you in front of more and more prospects.
Agent Training
We’ve compiled hundreds of hours of in-depth training on the Medicare marketplace. Let us show you the methods and strategies of some of the most successful agents in the business. Available in-person or online.
Personalized Marketing
We strive to provide you with leading resources to simplify processes and free up your time so you can capitalize on new business opportunities! Your success is backed by a number of established agent programs we offer.
Our Agent Programs For Your Success
Business-to-Business (B2B)
The massive Baby Boomer population that is turning 65 is electing to continue working, 60% to age 67, and 10% to age 70. Employers are feeling the financial brunt of older employers remaining on the employer group health insurance through higher premiums.
For our brokers, Beta Benefits has developed an industry leading B2B marketing strategy that targets selected employers with a personalized brochure to offer Lunch and Learn and local Medicare educational events, either online or online virtual webinars.
Turning 65 Medicare & Social Security Educational Seminar
Turning65seminar.com is an excellent resource for brokers to educate their clients on Medicare and Social Security, simply turn on the AV presentation and watch and learn.
Beta Benefits brokers can elect to be trained to conduct the Turning65 Medicare and Social Security Educational Seminars for hospitals, IPA’s, senior living facilities, etc.
Often the hospitals and IPA’s will co-brand the marketing materials to the employer groups, adding creditability to the B2B marketing strategy. Through the B2B marketing strategies, our brokers develop solid working relationships with the hospitals and IPA’s, which results in an excellent stream of referrals.
PCP Marketing
PCP’s are excellent referral sources and Beta Benefits provides co-op, professional PCP office marketing materials. Beta Benefits will help co-sponsor onsite and virtual Hospital and IPA Office Manager Educational Luncheons, building solid relationships with the PCPs’ office managers and creating an outstanding referral source.
Hospital and IPA Marketing
Beta Benefits B2B marketing strategies, coupled with the Turning 65 Medicare Educational Seminar, is enthusiastically embraced by hospitals and IPA’s as a resource to reach out to employer groups in their service communities.
Often the hospitals and IPA’s will co-brand the marketing materials to the employer groups, adding creditability to the B2B marketing strategy. Through the B2B marketing strategies, our brokers develop solid working relationships with the hospitals and IPA’s, which results in an excellent stream of referrals.
Succession Planning
Beta Benefits has worked with countless agents and agencies on preparing for their succession. There are many options on how to do this and every situation is different. We have strategies for every circumstance to keep your renewals in place for retirement or passing to heirs. Reach out to us to learn more about how you can safeguard your future.
Legal Services
Beta Benefits’ in-house counsel is experienced in setting up agencies for new agents or agents needing an agency, generally by moving them from an “Independent Broker” to an “Agency Corporation” structure and assigning commissions to the new agency. Our in-house counsel can help with a multitude of contract requirements, Succession Plans, and on-going support.
Consultation is free, so feel free to call and set up an appointment to learn more about setting up your agency and protecting your residual income.
Web Technology
Our internal IT group, Ninth Coast Technologies, can help you with designing and launching your website or software that can produce leads, generate reports, or anything you can dream up. They can also help you with setting up social media marketing and phone apps.
