Medicare Sales Playbook

Medicare Sales Playbook Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Medicare Sales Playbook, Podcast, Springfield, MO.

The Medicare Sales Playbook is more than just a podcast; it's a mission to transform the way agents approach Medicare sales, focusing on utilizing one's unique talents, embracing hard work, and fostering a sense of community.

10/17/2025

This year’s AEP comes with challenges — dropped plans, changing networks, client confusion. But as Dallas says, “Negativity will exist. You just can’t camp on it.” Learn how to acknowledge what’s hard without letting it dominate your energy or your client conversations.

👉 Watch the full episode here: https://youtu.be/iJLKVc71lFM

10/16/2025

AEP always sneaks up faster than we expect — but your mindset determines how you handle it. Dallas and Matt talk about staying mentally prepared, facing the negatives head-on, and choosing where to focus your energy when plans and networks change. You can’t control everything, but you can control your perspective.

👉 Watch the full episode here: https://youtu.be/iJLKVc71lFM

🔥🎙️ Episode 84 is LIVE 🔥🎙️How to Sell Medicare: Your 2025 AEP Game PlanReady or not… AEP is here. In this episode of Med...
10/16/2025

🔥🎙️ Episode 84 is LIVE 🔥🎙️

How to Sell Medicare: Your 2025 AEP Game Plan

Ready or not… AEP is here. In this episode of Medicare Sales Playbook, Dallas Keithley and “Mr. Medicare” Matt Smith break down a practical game plan for agents heading into Annual Enrollment Period—mindset first, then simple, legal-safe marketing moves you can do today, plus how to use downtime wisely and anchor your work to a deeper “why.”

What you’ll learn:
• Mindset that wins AEP: Acknowledge the negatives without camping on them—and lead clients with solutions, not spin.
• Appointment control: Open with positives your client experienced this year to set the tone and guide decisions.
• Social the right way: What you can say, what you can’t say, and how to post without plan-specific pitfalls.
• Referrals that don’t feel awkward: Turn happy clients into reviews and introductions with 5 quick questions.
• Community touchpoints: Pharmacies, dentists, audiologists, and private practices that are actually referral-rich.
• Activity > anxiety: Simple actions for slow days that still move the needle.
• Your end game: Define the “thing below the thing” so you stay focused when AEP gets loud.

Try this this week:
• Post: “Here are 3 things I wish every Medicare client in [Your City] knew before AEP.”
• Call 5 recent clients → ask 5 feedback questions → request a review → ask for 2 introductions.
• Visit 3 local pharmacies/practices; ask: Who’s your typical patient? Which carriers do you accept? Who do you like working with?

Resources & next steps:
• Last Wednesday Webinar (with Pat Schmidt – Elevate) → Register here:
[email protected]
• Medicare Sales Playbook site & event updates → MedicareSalesPlaybook.com
• Bootcamps & training → Get notified

If this helped, subscribe, like, and comment your ‘why’ below—we read every one and might feature yours in a future episode.

Tune in now: https://bit.ly/4ogzFMC

10/15/2025

Want referrals that never stop?

Amanda explains her “circle of trust” method—how one community relationship turns into a steady flow of new clients, no ad spend required. Build the partnership once, and it keeps rolling for years.

📺 Watch the full episode here → https://youtu.be/gyEGF6ukb1I

10/14/2025

You can’t out-product your competitors—but you can out-serve them.
Amanda reveals how her agency beats the big players by answering 90% of calls live, greeting clients by name, and delivering Disney-level service on purpose.

📺 Watch the full episode here → https://youtu.be/gyEGF6ukb1I

10/13/2025

Most clients can’t remember their agent’s name—and that’s exactly why Amanda Matthews wins.

She shares how her team personalizes every interaction and even rewards staff for Google reviews that mention them by name. Because if your clients don’t know you… someone else will.

📺 Watch the full episode here → https://youtu.be/gyEGF6ukb1I

10/10/2025

Ever feel like your client conversations go in circles?

Amanda and Dallas break down why great agents don’t just ask questions—they ask questions that lead somewhere.

When you guide the ship with intention, you close more sales and keep your clients engaged every step of the way.

📺 Watch the full episode here → https://youtu.be/gyEGF6ukb1I

10/09/2025

Good service isn’t complicated—it’s intentional.
In this clip, Amanda Matthews explains why every client interaction must be upbeat, positive, and purposeful. A missed moment of care is a missed opportunity for connection—and future business.

📺 Watch the full episode here → https://youtu.be/gyEGF6ukb1I

🔥🎙️ Episode 83 is LIVE 🔥🎙️How to Sell Medicare: The Medicare Decision Tree That Sells Itself and Keeps Clients for Years...
10/09/2025

🔥🎙️ Episode 83 is LIVE 🔥🎙️

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

🗓️ Monthly Deep-Dive Webinar (LIVE)
Last Wednesday of every month at 4:00. To get invited, email Dallas: [email protected]

👤 Connect with Amanda
• Phone: (913) 832-2877
• Email: [email protected]

✨ If this helped, like, subscribe, and share with a Medicare agent who needs a win this week.

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.
• Subscribe so you don’t miss the next deep-dive.

Tune in now: https://bit.ly/4q1ejEN

10/08/2025

Doubt TikTok for Medicare? Brittany did too — until she saw the results. Seniors are online, comfortable with tech, and ready to connect. Even her grandmother in her 80s uses TikTok.

👉 Watch the full episode here: https://youtu.be/zpk6qYx2byQ

10/07/2025

Brittany explains how postpartum life made in-person sales impossible — but instead of giving up, she built a thriving business from home. Telesales became her only option… and her best advantage.

👉 Watch the full episode here: https://youtu.be/zpk6qYx2byQ

10/06/2025

When Brittany Garrison got licensed, she was six months pregnant. By the time her son was nine days old, she was already writing Medicare policies — and today, 97% of her business is over the phone. Hear how telesales went from a necessity to her superpower.

👉 Watch the full episode here: https://youtu.be/zpk6qYx2byQ

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