Medicare Sales Playbook
Medicare Sales Playbook
Podcast Description
The Medicare Sales Playbook is more than just a podcast; it's a mission to transform the way agents approach Medicare sales, focusing on utilizing one's unique talents, embracing hard work, and fostering a sense of community. It's about making a meaningful impact on the lives of seniors while simultaneously achieving professional growth and financial success.
Every episode is designed to inspire, educate, and empower agents to not only grow their business but also to discover their 'why' and achieve a fulfilling career. Hosted by the energetic and insightful Dallas Keithley, this podcast stands as a guiding light for insurance agents aiming to elevate their Medicare business, one strategic play at a time. Tune in to join Dallas and his guests on this journey toward becoming a standout agent in the Medicare insurance world.
Podcast Insights
Content Themes
The show focuses on a variety of themes related to Medicare sales, including effective marketing strategies, personal growth for agents, and specific sales techniques. Episodes feature in-depth conversations on topics such as utilizing social media for lead generation, managing annual enrollment periods, and transitioning to independent agency setups, providing targeted insights for both new and seasoned agents.
The Medicare Sales Playbook is more than just a podcast; it’s a mission to transform the way agents approach Medicare sales, focusing on utilizing one’s unique talents, embracing hard work, and fostering a sense of community. It’s about making a meaningful impact on the lives of seniors while simultaneously achieving professional growth and financial success.
Every episode is designed to inspire, educate, and empower agents to not only grow their business but also to discover their ‘why’ and achieve a fulfilling career. Hosted by the energetic and insightful Dallas Keithley, this podcast stands as a guiding light for insurance agents aiming to elevate their Medicare business, one strategic play at a time. Tune in to join Dallas and his guests on this journey toward becoming a standout agent in the Medicare insurance world.
Agents—this one could change your AEP. Dallas sits down with Alex Branning (Agent CRM) to unpack how AI actually helps Medicare agents today and why Apple’s new iOS 26 call screening means we must pivot from voice-first to text-first outreach—fast. You’ll get practical guardrails, easy wins, and a step-by-step plan to stay compliant, reach more prospects, and protect your book.
You’ll learn
How to choose AI use cases that save you time (not create it)
Guardrails Medicare agents must set for compliant AI messaging
Why iOS 26 call screening will crush answer rates for unsaved numbers—and what to do now
The simple contact card fix + Apple Business verification for trust
How to shift to a text-first workflow (and still book calls)
The “buy back your time” mindset so you stay focused on RGAs (revenue-generating activities)
Resources mentioned
iOS 26 Guide + Free Contact Card Creator: https://ios26.agent-crm.com
Agent CRM (14-day free trial): https://agent-crm.com
Email Dallas to Join our “Last Wednesday” Medicare Webinar Series: [email protected]
Work with us / be a guest
Know a “giant” other agents should learn from? Introduce us! We love showcasing proven plays agents can start using on step 15 instead of step 1.
If this helped, like, subscribe, and share with an agent who needs it. Keep growing, keep moving forward—we’ll keep bringing the plays.
#MedicareSalesPlaybook #MedicareMarketing #MedicareAEP #AgentCRM #InsuranceSales #AIforAgents #TextFirst #iOS26 #CallScreening
Disclaimer
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