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For Medicare advisors

Be the advisor they find before the deadline.

A Medicare education site that answers the questions people turning 65 actually have, the Medicare Confidence Center calculators they run on their own numbers, and follow-up that runs itself. And a happy surprise: it can introduce you to up to 40% of the U.S. visitors who research you without ever reaching out.

Co-branded end to end — the site, the calculators, the handbook and the reports carry your name, not ours.

live as fast as you finish setup · no setup fees · cancel anytime

A live Reliable Reads Medicare member site: the advisor card and the three stages they walk you through, on the home page
The Medicare advisor's opportunity

Ten thousand people turn 65 every day. They research before they call anyone.

Before a person turning 65 talks to an agent, they read about enrollment windows, look up the penalties, try to understand Advantage versus a supplement, and run their own numbers. That research is exactly the moment to be useful — and most of it happens on sites that never learn who was reading. Ours does: a verified email at minimum, and for many a full name and postal address, for up to 40% of those anonymous researchers — then it stays with them through the weeks before their enrollment window opens.

Identification

up to 40%

Anonymous U.S. visitors identified

Signup

5min

Live as fast as you finish setup

Co-branded

100%

Your name, your logo

Setup fees

$0

Month-to-month · cancel anytime

How it works

Four pillars. One growth engine. All branded as yours.

Visitor → prospect → lead. Every plan ships co-branded with your agency's logo, your colors, and your name — prospects see your brand, not ours.

A Medicare education site

Enrollment windows, Parts A through D, Medigap versus Advantage, the costs — explained in plain language under your name, with the official Medicare & You handbook as a gated download. Product-neutral by design.

The Medicare Confidence Center

A co-branded set of calculators prospects run on their own numbers — readiness score, late-enrollment penalty, IRMAA surcharge, Medigap versus Advantage, working past 65. Every run is a captured prospect and a branded report.

You, above the calendar

People turning 65 arrive already overloaded. The site leads with you — the licensed, Medicare-certified guide who walks a household from pre-planning through enrollment to the annual review — and keeps the windows, penalties and plan-year detail one layer down, current in October and in March, for the reader who wants it.

Visitor identification + drip

Identifies up to 40% of your anonymous U.S. visitors — a verified email at minimum, often a full name and postal address. Automated drip reaches them over the weeks before their window opens.

Your site

A site that answers the turning-65 questions before the first call.

Designed for the trust a Medicare decision needs — and for the reader who arrives already overloaded. The site leads with you as the guide, not with the calendar. It works out the two or three dates that apply to this one person from their birthday, and keeps the full set of windows and rules one click down. The official handbook, behind a phone-verified download that captures the prospect. A Beyond Medicare page for the gaps — long-term care first — without ever naming a product. Mobile-first, because the people researching are on their phones.

Your branded Medicare Confidence Center

The calculators prospects run on their own numbers.

your-agency.com/medicare-center
A member's Medicare Confidence Center: the Medicare readiness score on the Center's home page

Estimates from published figures, never a quote. Not affiliated with Medicare or CMS.

Visitor identification + drip

Up to 40% you never knew were there.

Most platforms count visitors. Ours identifies them. For up to 40% of your anonymous U.S. traffic you get a verified email — and for many, a full name and postal address — without a form fill. Identified prospects flow into automated email drip campaigns, branded as your agency, that reach them through the weeks before their Initial Enrollment Period or the fall Annual Enrollment Period.

your-agency.com/prospects

Prospects identified · this week

Identified 2m ago
Identified 19m ago
Identified 1h ago
Identified 3h ago
Identified yesterday

The payoff

Run your own numbers.

Your traffic, your client values, your assumptions — see what identified prospects could be worth to your agency.

Your numbers, your assumptions. Identification applies to anonymous U.S. visitors and is capped at up to 40%; how many prospects become clients depends on your follow-up. This is an estimate you computed — not a promise we make.

See it live on a real member site →

Your estimate

Identified prospects / month
New clients / year at your close rate
What that's worth / year
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Cover of The Medicare Advisor's Enrollment Calendar

Free download · field guide

The Medicare Advisor's Enrollment Calendar

Every window your prospects can act in, month by month, and the one thing worth sending them while it is open. The General Enrollment Period, the Advantage open enrollment, the rolling initial and special periods, notice season, and the fall Annual Enrollment Period, on a single page you can pin above the desk.

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Last name
Email

No spam. Unsubscribe anytime.

Why Medicare advisors choose ProspectMatch

Compliant by design

CAN-SPAM and US privacy law compliant. Identification and drip run inside the rules — we handle the compliance plumbing.

Your data, your prospects

Every identified prospect, every drip response, every tool is yours. Export anytime. No lock-in, no long contract.

Real products, branded as you

The site, the tool, and the content are live products carrying your logo and name — not a demo built for the pitch.

Common questions

Is the site compliant with CMS marketing rules?

The site is education, not marketing of a plan: it explains how Medicare works, names no carrier or plan, quotes no premium, and carries the standard disclosures — including that it is not affiliated with Medicare or CMS. The calculators are estimators, never quotes. What you say on a call and what you send about a specific plan remains yours to run under your own compliance process, exactly as it does today.

How does visitor identification work?

When someone researches you, our identification layer returns a verified email — and for many, a full name and postal address — for up to 40% of otherwise-anonymous visitors, with no form fill. The matching method is our own; what you get is identified prospects ready for drip. (U.S. visitors only.) Learn more →

Is identifying anonymous visitors legal?

Yes — and here are the mechanics, not just the claim. The identity graph is built from records with documented opt-in consent, identification applies to U.S. visitors only, EU visitors are excluded by default, every drip email carries a one-click opt-out, and we honor Global Privacy Control and Do-Not-Track signals. Aligned with CAN-SPAM and CCPA/CPRA.

Does the drip mention plans or carriers?

No. The drip is educational — enrollment dates, what changes each year, what to have ready before a conversation — branded as your agency, with a one-click opt-out. The plan conversation stays where it belongs: with you, on a call.

What is a prospect vs a lead?

A prospect is an identified visitor — we know who they are. A lead is a prospect who engaged after one of your drip campaigns reached them. The system identifies prospects; the drip converts a share of them into leads over time.

What is the Medicare Confidence Center?

A co-branded set of calculators your prospects run on their own numbers — a Medicare readiness score, the late-enrollment penalty, the IRMAA surcharge, Medigap versus Advantage cost, working past 65, and more. Starter includes four; Professional includes all twelve plus your Social Security analyzer. Every run captures the prospect and produces a report with your name on it.

Are the numbers accurate?

The calculators use the current plan year's published figures — premiums, IRMAA brackets, penalty rules — and are refreshed each fall when CMS publishes the next year's. They are estimates for education, and every result says so.

Do I own my prospects?

Yes. Every identified prospect, every handbook download, every calculator run stays yours. Export anytime.

See it for yourself.

Tour a live member site, then see your own branded version.

No setup fees · live as fast as you finish setup · cancel anytime

Prefer to read first? Get the free guide: The Medicare Advisor's Enrollment Calendar

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