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How to Get More Medicare Clients Through Relationships & Referrals
Description
What if you could build a thriving Medicare business without constantly buying leads?
In this episode of the Medicare Sales Playbook, Dallas Keithley sits down with Kelsey Hentzen and Don Chapman of the Askins Insurance Team to unpack how they've grown their businesses through relationships, referrals, seminars, and deep involvement in their local communities.
Kelsey and Dawn share how they've added roughly 100 clients per year while building a business around serving seniors—not just selling to them. From volunteering at senior centers and participating in community events to asking existing clients for introductions, their strategy starts with one simple question:
"How can we help?"
You'll also hear how they:
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Get into senior centers and other community organizations
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Generate referrals without making the conversation feel awkward
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Turn community service into long-term relationships
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Cross-sell naturally by listening to what clients actually need
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Work seminars together while fairly dividing opportunities
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Balance growing Medicare businesses with raising families
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Use mentorship, teamwork, and support to accelerate their success
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Create opportunities without depending on purchased leads
If you're wondering how to get in front of more Medicare prospects without simply spending more money on leads, this episode is packed with practical ideas you can start applying in your own market.
The biggest takeaway? Provide value first. Build relationships. Then ask who else you can help.
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