Lead Generation for Emerald Medicare

Introduction: Emerald Medicare, headed by the seasoned Certified Senior Advisor® Mark Brownstein, faced a critical challenge in connecting with a targeted audience in a way that was both personal and mutually beneficial. Their goal was to expand their network, enhance their online presence, and increase brand awareness in a highly competitive industry.

Client Overview: Emerald Medicare is a trusted provider of bespoke Medicare solutions licensed across 22 states. Operating since 2010, they have been committed to helping individuals find Medicare plans that suit their unique needs and budgets.

Industry: Insurance.

Company Size: 2 - 10 employees.

Headquarters: Nyack, NY.

Challenge

Their primary challenge was to engage Certified Financial Planners, Financial Advisors, and Wealth Managers among others within the specified target regions through a method that effectively combined personalization with scale.

Strategy and Solution

The cooperation commenced with an in-depth analysis of Emerald Medicare’s target audience. Armed with this knowledge, a two-pronged approach was chosen involving Email Marketing and LinkedIn Outreach, all the while integrating CRM tracking for unparalleled oversight.

Target Audience Research

Significant effort was placed on understanding the nuances and pain points of the target demographics. By meticulously building a prospect list, every outreach was designed to resonate.

Technical Setup for Email Marketing

Initial groundwork involved bolstering technical aspects to ensure deliverability:

• DNS Lookup and DMARC Addition: To secure email traffic.
• Reputation Checks: Ensuring pristine domain and IP reputation.
• Warm-up and Deliverability Tests: Confirming inbox presence.

Email Campaign Execution

Each aspect of the campaign was tailored for maximum engagement and deliverability:

• A/B Testing: Fine-tuning email subject lines, templates, and audience segmentation.
• HTML Validation: Ensuring that every email rendered flawlessly across devices.

LinkedIn Outreach

Profile enhancements and strategic messaging played a key role:

• Profile Warm-Up: Positioning as an authority in the Medicare space.
• Messaging Tests: Crafting compelling narratives through A/B testing.

Results

Email Campaign Performance

20.02.23 - 01.10.23 - duration

LinkedIn Outreach Performance

28.03.23 - 01.10.23

LinkedIn Outreach Performance

(01.10.23 - 14.02.24) - 101 Accepted After Campaign Stop

LinkedIn Engagement Metrics

Mark profile Content performance after cooperation

LinkedIn

LinkedIn Company Page

Verified by Clutch

Vitalli’s ability to create and build-out a database of leads is second-to-none. Our team was able to refer to this database routinely, sorting through prospects and effectively tracking the next steps of our marketing efforts. This would not have been possible without Vitalli’s unique skillset & Leadige’s unique approach to achieve consistent lead-generation results.

I have zero complaints regarding our time with Leadige. 10/10 would recommend!