How to Sell Medicare: The Medicare Decision Tree That Sells Itself and Keeps Clients for Years

Medicare Sales Playbook fam—y’all have been crushing it with the comments, likes, and shares. 🙌 Today, Dallas sits down with Amanda Matthews (Integrity Insurance, Littleton, CO)—a top producer turned agency owner—who reveals the exact process her team uses to book more appointments, simplify plan decisions, and retain clients for years.

Amanda breaks down:

• Time vs. Money: Leads vs. community partnerships (and why partnerships win long-term)

• Referrals on Repeat: Build one relationship → earn many clients

• The Medicare Decision Tree: A clean flow that reduces overwhelm and gets to one plan fast

• “Every Client, Every Time”: The retention checklist that fuels renewals, reviews, and referrals

• How to Lead the Conversation: Ask → confirm → advance (without losing control)
  
  

🎯 Download: Medicare Decision Tree (Free)
http://medicaresalesplaybook.com/decisiontree

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👤 Connect with Amanda

• Phone: [phone]
  
  

• Email: [e-mail]
  
  

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Key Takeaways

• Community partners create speed of trust—close rates soar when a trusted office recommends you.

• Don’t dump options. Guide with questions that narrow to 1–2 choices, then 1 plan.

• Memorize → then personalize your presentation. Systems beat vibes.

• Retention is the edge: proactive service, fast callbacks, use preferred names, take notes, never punt to carriers.

• You can’t out-product competitors—out-service them.
  
  

Keep the Momentum

• Comment: What part of Amanda’s system will you implement this week?
  
  

• Share this with your team before your next training.
  
  

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