Medicare Webinar Funnel for Agents
One presentation that keeps filling your calendar: a branded registration page, reminders before the event, follow up after it, and every attendee tracked in your CRM.
The webinar is not the point. The appointment is.
Most agents put off webinars because they picture a polished hour long show. You don't need one. You need a short, useful intro that ends with a reason to book a call, and a system that follows up with everyone who registered.
“The purpose of a webinar is to get an appointment, to get a lead, right? It could just be a 10 minute intro.”
What you get
- Branded registration page and thank you page
- Email and SMS reminders before the event
- No show and replay follow up sequences
- Attendees land in a pipeline stage, not a spreadsheet
- Email and text copy you can edit in your own voice
- Works with live sessions and recorded replays
How the webinar funnel runs
- InviteA Facebook ad, an email to your book or a post in your group sends people to your registration page.
- RegisterThey land in Atomic with a tag and a pipeline stage the moment they sign up.
- RemindEmail and text reminders go out before the session so people actually show up.
- Follow upAttendees get your booking link. No shows get the replay and a second chance.
- BookAppointments land on your calendar, and you can see who is still sitting in the pipeline.
Topics that draw more people than Medicare 101
Joanna runs retirement and Social Security workshops because they reach people earlier, as young as 60, before the call centers find them. Ideas to start with:
- 10 things you should know about your retirement
- How to create your ssa.gov account and read your earnings record
- When to file for Social Security and Medicare
- Health insurance before 65
- Extra Help and Medicare Savings Programs
“It tracks a lot more people, and Facebook, actually, my ads come in lower.”
Keep educational webinars educational. Save plan specific conversations for the appointment that follows.
Not available to everyone
Want the team to build your webinar for you?
We don't sell that to every agent. Done for you is Pro Concierge, and Pro Concierge is reserved for Topflight agents. Everyone else gets the templates and builds it on DIY.
The other ways Atomic fills your calendar
Questions about the Medicare webinar funnel
What is a Medicare webinar funnel?
A registration page, a reminder sequence and a follow up pipeline built around one Medicare webinar, live or recorded. The goal is not the webinar itself. The goal is the appointment that comes after it.
How long does my webinar need to be?
Shorter than you think. Joanna's rule is that the purpose of a webinar is to get an appointment or a lead, so it could just be a 10 minute intro.
What happens to people who register and never show up?
They get a no show sequence and the replay by email and text, and they stay in a pipeline stage so you can see exactly who still needs a call.
Will Atomic build the webinar for me?
On Pro Concierge, yes. A webinar build is one of the concierge services, valued at $499 on its own. On DIY you get the templates, the automations and the training to build it yourself.
Don't settle for ordinary.
Lead your Medicare market with a system that books the appointments for you. Seize the future. Go Atomic today.