In this episode, we have the pleasure of welcoming Dayna Schafer, who shares her effective approach to working with Duals. Dual eligibles are individuals who qualify for both Medicaid and Medicare. Dayna places great importance on understanding her clients' specific needs and growing by community events so that people know and trust her. She talks about how rewarding her work is and the significant impact she can have on her clients' lives.

We also delve into the topic of leveraging Google reviews and Medicare seminars to grow her book of business. Dayna explains how Google reviews contribute to establishing credibility and generating online interest, while the seminars provide valuable information that piques curiosity and leads to setting up one-on-one appointments. 

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:

Dayna Schafer is a Medicare agent based in Tampa, Florida, with over 10 years of experience in the industry. She specializes in working with the Dual population, which includes individuals eligible for both Medicaid and Medicare. With a book of business consisting of approximately 400 Medicare clients, Dana primarily focuses on Medicare Advantage and Dual Eligible beneficiaries.

In addition to her work in Medicare, Dayna also assists clients in the individual market and group health insurance. She has built a successful business by prioritizing client retention and providing personalized service tailored to their specific needs and preferences.

Host BIO:

Host Bio:

Sarah is the co-founder and CEO of FairStreet, a startup powering top independent Medicare insurance agents. FairStreet’s all-in-one platform enables agents to grow efficiently by streamlining the process of enrolling clients into Medicare and supercharging how agents interact with their clients year-round. Before FairStreet, Sarah led technology teams across insuretech and healthcare companies, including at Square and Stride Health. Sarah completed her undergrad and MBA at Stanford University.

Timestamps with key takeaways:

[00:05:12] Starting in Medicare

[00:08:38] Administrative assistant during AEP

[00:12:03] Boots-on-the-ground growth strategy

[00:16:06] Google My Business platform

[00:20:05] Designing a custom mailer 

[00:24:06] Choosing the perfect venue for seminars

[00:27:29] Retention as a business reward

Entities mentioned:

Medicare Agent Podcast, Florida, Medicaid, Medicare Advantage, senior living facility, educational seminars, aging, employer groups, Medicare marketing, book of business