Medicare leads preset appointments

Navigating Preset Appointments: A Deep Dive into Medicare Leads with Guaranteed Calls

Turning 65 and navigating Medicare can be a confusing journey. This is where insurance agents step in, offering guidance and support. But acquiring quality leads is crucial for success. Enter preset appointment Medicare leads – a unique approach with its own set of advantages and limitations.

Exclusivity or Shared?

Preset appointments primarily offer exclusive leads, meaning you’re the only agent connected to the potential client. This contrasts with shared leads, where multiple agents may compete for the same prospect.

Closing Rates: A Boost or Bust?

The biggest selling point of preset appointments is the increased closing rate. These leads are pre-qualified and have already agreed to a call with an agent, significantly increasing the likelihood of engagement and conversion compared to cold calling.

Facebook/Google Ads vs. Preset Appointments:

While Facebook and Google Ads can be cost-effective, they often require significant effort to nurture leads before they’re ready for a sales conversation. Preset appointments, on the other hand, offer more qualified and engaged leads from the get-go.

Weighing the Pros and Cons:


  • Higher closing rates: Increased chance of converting leads to sales.
  • Time efficiency: Skip the prospecting stage and focus on closing deals.
  • Exclusivity: No competition from other agents for the same lead.


  • Higher cost: Preset appointments typically come with a premium price tag compared to other lead sources.
  • Less control: Limited control over the initial lead generation process.


Pricing for preset appointments varies depending on the provider and the volume of leads purchased. Expect to pay anywhere from $50 to $100 per lead.

What to Expect:

  • Pre-qualified leads: Individuals have already expressed interest in Medicare and agreed to a call.
  • Two-minute buffer: Some providers offer a short window to review the lead details before the call transfer.
  • Direct call transfer: Upon connecting, the lead is directly transferred to your line.

How It Works:

  1. Lead generation: Companies market Medicare plans and pre-qualify interested individuals.
  2. Appointment setting: Qualified individuals are scheduled for appointments with agents.
  3. Lead transfer: The pre-qualified lead is directly connected to your phone line.
  4. Sales conversation: Engage the lead, address their needs, and present suitable Medicare plans.

Returns and Refunds:

Policies vary by provider. Some offer limited guarantees or refunds for invalid leads, while others have stricter policies. Always review terms and conditions thoroughly before purchasing leads.

Compliance with FTC and Telemarketing Laws:

It’s crucial to ensure compliance with the Federal Trade Commission (FTC) and relevant telemarketing laws. This includes adhering to Do Not Call (DNC) lists and obtaining consent before initiating any communication. Many providers offer DNC-free leads, ensuring you avoid contacting individuals who have opted out of receiving telemarketing calls.

Bulk Volume Discounts:

Some vendors offer bulk volume discounts for purchasing larger quantities of preset appointment leads. This can be cost-effective for high-volume sales teams.


Preset appointment Medicare leads offer a compelling option for agents seeking high-quality leads and increased closing rates. However, they come with a higher price tag and require careful consideration of compliance regulations. Weigh the pros and cons, compare pricing options, and ensure you’re partnering with a reputable provider to make informed decisions and navigate the world of Medicare leads successfully.