Mark Brownstein tells the story of how he built Emerald Medicare over the past 7 years. Mark shares how he invests in local marketing, including radio, referral partnerships, and local events, to “own his zip code” and build a thriving Medicare business. Mark talks about how he streamlined his workflows and scaled his business to 1,500 clients as the only licensed agent. 

The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful Medicare businesses and how they get new clients for their medicare businesses.

FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use.

Learn more at - https://www.thefairstreet.com/

Guest Bio:

The guest, Mark Brownstein, is the owner of Emerald Medicare and has managed to acquire 300 new clients every year. He is the only licensed Medicare agent in his business and shares his expertise on local marketing, scaling the business, and maintaining his 1,500 client book business. Key points about his background and experience include growing his business through local marketing, knowing his audience and market, staying organized to succeed, providing trustworthy Medicare guidance, investing in marketing, and finding the right team.

Timestamps with key takeaways:

[00:06:00] What it means to own your zip code

[00:11:10] Streamline the process in order to scale

[00:18:15] Focus on client education

[00:22:50] Breaking down the cost of a lead in Medicare

[00:25:57] Marketing to financial planners and clinics

Entities mentioned:

Medicare, Asian podcast, Sarah Jacobson, Mark Brownstein, Emerald Medicare, New York, Fairstreet, CRM, FMO, Medicare agents, thefairstreet.com, clients, marketing, challenges, opportunities, New Jersey, Connecticut, financial planners, conflict, independent, long-term care, life insurance, final expense, niche, book of business, MedAdvantage, MediCap