Paul Zobel at American Senior Benefits

Case Study: Transforming an Agency Owner's Growth with Seminar Marketing

Overview

Paul Zobel, an agency owner with American Senior Benefits initially partnered with KeyWave Digital to test the effectiveness of seminar marketing for scaling their Medicare sales efforts. With a focus on providing high-quality, in-person educational experiences, the agency saw a path to engage with the right prospects while expanding its reach and agent base. Paul began by testing the system solo and, after witnessing its success, scaled it up to support 15+ agents, building a stronger team and consistent pipeline.

  • Reaching the Right Audience:  Traditional marketing efforts yielded inconsistent results, often attracting unqualified or disinterested prospects.
  • Time-Intensive Marketing:  The agency struggled with time-consuming marketing activities that required constant manual intervention.
  • Scaling Operations: As the agency grew, a reliable system was needed to consistently fill seats and generate quality leads for multiple agents.

Paul collaborated with Keywave Digital to implement a turn-key seminar marketing system, aimed at streamlining lead generation and scaling up client acquisition without increasing workload. The system included automated RSVP and follow-up processes, as well as optimized ad campaigns targeted specifically to Medicare prospects in his markets.

  • RSVPs Generated:  Over 3,987 total RSVPs and nearly 2,995 unique leads secured across 238 events in 2023.
  • Event Consistency: Maintained consistent event hosting, managing 10-30 events per month to continuously engage new prospects and drive sales opportunities.
  • Sales Impact: Closed 730 Medicare Advantage (MA) plans and 220 Medicare Supplement (MS) plans through the seminar marketing system, demonstrating strong sales conversion.
  • Scalable System: Initially tested our system solo, and after successful results, scaled it up to support and train 15+ agents as part of his growing team, seamlessly integrating the system into their operations.

  • Automated Efficiency:  The system automated the RSVP and follow-up processes, ensuring maximum attendance and minimizing manual follow-ups.
  • Consistent Lead Quality: By focusing on high-quality, localized ad targeting, Paul was able to consistently attract leads who were genuinely interested in Medicare seminars and services.
  • Scalability: The seminar system’s flexibility allowed Paul to scale his marketing efforts, gradually adding agents and building out a successful team operation with minimal additional effort.

Paul’s experience with Keywave Digital’s seminar system has not only transformed his agency’s marketing efforts but has also reshaped the way his team interacts with prospects. As Paul stated, "We don’t talk to people who don’t want to talk to us anymore.” This encapsulates the effectiveness of the system in attracting qualified, engaged leads who are ready to convert, streamlining the process and increasing productivity for his growing team.

Challenges

The Solution

Measurable Outcomes

Key Takeaways

Conclusion

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