Medicare Broker Enrolls 1,200 Members in Single AEP Season
Heritage Medicare Solutions · 5 months (Aug–Dec)
1,200
AEP Enrollments (vs. 340 prior year)
253%
Year-Over-Year Growth
100%
CMS Compliance Rate
$127
Cost Per Enrollment
!The Challenge
A Medicare broker had been growing steadily but hit a ceiling during AEP 2024 — their in-house lead generation couldn't scale fast enough to capitalize on the enrollment window, and they ended the period with 340 enrollments.
✓The Solution
WaveTech provided a full AEP lead surge program with pre-AEP pipeline building starting in August, CMS-compliant lead generation, and dedicated call center support during the enrollment window.
The Full Story
Heritage Medicare Solutions had been in the Medicare business for six years, growing steadily through referrals and a small in-house lead generation operation. But AEP 2024 exposed the limits of their model: when the enrollment window opened, they didn't have enough leads in the pipeline to keep their 8 licensed agents busy, and by the time they ramped up lead generation, the window was half over.
They ended AEP 2024 with 340 enrollments — a good result for their team size, but far below what the market opportunity supported.
WaveTech's AEP 2025 strategy started in August — 10 weeks before the enrollment window opened. We began generating pre-AEP leads: Medicare beneficiaries who were actively researching their plan options and would be ready to enroll the moment the window opened. By October 15, Heritage had a pipeline of 800 pre-qualified prospects.
During the enrollment window, WaveTech provided dedicated call center support to handle inbound inquiries and appointment setting, freeing Heritage's licensed agents to focus exclusively on enrollment conversations.
The result: 1,200 enrollments in a single AEP season — a 253% increase over the prior year. Every lead and every marketing touchpoint was CMS-compliant, with full documentation available for audit.
"WaveTech turned our AEP from a scramble into a system. We knew exactly how many leads were coming, when they'd arrive, and what our conversion rate would be."
Principal Broker
Heritage Medicare Solutions