How to Sell Medicare: The Medicare Filtering Framework Every Agent Needs

Too many Medicare agents are wasting time — long calls, overcomplicated cases, endless back-and-forth — and still not getting clarity or closing confidently.

In this episode of the Medicare Sales Playbook, Dallas Keithley and Medicare Matt Smith break down how top agents filter conversations, simplify Medicare cases, and control the appointment without rushing the client or overpromising results.

You'll learn:

• How to stop "word vomit" from derailing your appointments

• The key data points every agent should identify first (age, coverage, timing, goals)

• How to use a simple filtering framework to determine what can be done and when

• Why experience matters — and how to shortcut it with better questions

• How to stay empathetic without losing control of the conversation

• When it's okay to say "I need to do some homework" (and why clients respect it)

• How fact finders, Medicare.gov, and trusted resources save you hours every week
  
  

If you've ever:

• Spent weeks chasing a case that went nowhere

• Overthought eligibility or election periods

• Felt pressure to fix everything today

• Lost a client because the process dragged on
  
  

👉 This episode will change how you approach every Medicare appointment.

📩 Need a Medicare fact finder?
Reach out to Dallas — he's happy to share tools they've used successfully over the years. [e-mail]

👍 Like, subscribe, and share this episode with an agent who needs to simplify their process and reclaim their time.